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Invesco Pure Canadian Equity Fund Series A (0P000071SO)

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30.466 +0.289    +0.96%
09/05 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 491.86M
Trimark Canadian Endeavour 30.466 +0.289 +0.96%

0P000071SO Overview

 
On this page you'll find an in-depth profile of Invesco Pure Canadian Equity Fund Series A. Learn about the key management, total assets, investment strategy and contact information of 0P000071SO among other information.
Category

Canadian Equity

Total Assets

491.86M

Expenses

Inception Date

Sep 01, 1988

Contact Information

Address 5140 Yonge Street, Suite 900
Toronto,ON M2N 6X7
Canada
Phone +1 8008746275
Fax 800 631 7008

Top Executives

Name Title Since Until
Brian Tidd Portfolio Manager 2021 Now
Biography • Brian Tidd, Portfolio Manager, Trimark Investments • CFA, MBA (McGill University), LLB (Osgoode Hall Law School, (York University), BA (University of Western Ontario) • Joined the company in 2009; industry experience since 1998 • Previous positions: Investment Analyst, Invesco1; Director - National Equity Group, Director - Merchant Banking, Senior Associate, Merchant Banking, Roynat Capital; Merchant Banking Associate, CIT Group Inc.; Investment Banking Associate, BayStreetDirect Inc.; Corporate Banking Associate, Scotia Capital Inc.
David Pirie Portfolio Manager 2021 Now
Biography David Pirie is a portfolio manager with the Trimark Investments team. Mr. Pirie joined Invesco in 2014, and was previously with Acuity Investment Management, LLC where he was a vice president and portfolio manager responsible for the commodity, technology and health care sectors on an international basis. Prior to that, he was an account manager in U.S. group pensions at Manulife Financial Corp. and held positions involving equity research at CIBC World Markets. He began his investment career in 2005 and has been a portfolio manager since 2012.
Alan Mannik Portfolio Manager 2016 2021
Biography Alan Mannik is a senior portfolio manager at Invesco Canada. Mr. Mannik began his investment career in 2003 at Scotia Merchant Capital Corp., where he worked as a private equity associate. He joined Invesco in 2007 as an investment analyst and became a portfolio manager in 2010. Mr. Mannik earned an HBA and MBA from the Richard Ivey School of Business at the University of Western Ontario. He is a CFA charterholder.
Clayton Zacharias Portfolio Manager 2007 2021
Biography Clayton is a vice president and portfolio manager for Trimark Investments at Invesco. Clayton began his career in the financial services industry in 1994 at PricewaterhouseCoopers, where he worked in progressively senior roles as a senior associate, manager and vice president in the corporate finance and investment banking group. He joined the company in 2002 as an investment analyst and became a portfolio manager in 2006. He earned a BBA from Simon Fraser University, and he holds both the Chartered Financial Analyst and Chartered Accountant designations.
Mark Uptigrove Equity Research Associate 2007 2020
Biography Mark Uptigrove is lead portfolio manager for Invesco Canada Ltd. Mr. Uptigrove joined Invesco in 2005 as an investment analyst and was promoted to portfolio manager in 2008. He began his career in 1998 as an equity research associate for CIBC World Markets. Mr. Uptigrove subsequently joined Goldman Sachs International in London and most recently worked as an equity analyst for Morningstar. He entered the industry in 1998. Mr. Uptigrove earned a BA degree from the University of Western Ontario and an MBA from the Richard Ivey School of Business. He is a CFA charterholder.
Rick Serafini Portfolio Manager, CEO 1994 2009
Biography Rick Serafini is Lead Portfolio Manager and Chief Executive Officer at Elmwood. As CEO, Rick oversees the strategic direction of the firm including business development and marketing efforts. As Lead Portfolio Manager, Rick is focused on the portfolio management process on a daily basis. This includes overseeing trading activity, risk management, and direction of sector and individual stock research.
Wally Kusters Other Executives 1988 2009
Biography Wally Kusters is a Managing Director and Lead Equity Manager at Barrantagh Investment Management. He started in the investment industry in 1987 and joined Barrantagh in 2002. Mr. Kusters is co-manager of GGOF Global Diversified Fund, GGOF Resource Fund and GGOF Small Cap Growth and Income Fund.
Geoff MacDonald founding Partner, Co-CEO, Portfolio Manager 1998 2007
Biography Geoff MacDonald is a founding partner, CIO and co-CEO of EdgePoint Investment Group Inc., and CIO of EdgePoint Investment Management Inc. He is Director of EdgePoint Wealth Management. Prior to founding EdgePoint, Geoff was Vice President and Portfolio Manager at Invesco Ltd. (formerly Trimark Investment Management). He joined the company in 1998 as a vice president and portfolio manager. Geoff earned his BBA from Bishop’s University and his MBA from the University of Windsor. He is a CFA charterholder.
Keith A. Graham Founder 1998 2001
Biography Keith Graham, the founder of Rondeau Capital Inc. has 20 plus years of senior level investment management experience. He is a multiple, award winning Portfolio Manager having managed multibillion dollar mutual fund and pension portfolios for firms such as Trimark Investments, Ontario Teachers' Pension Plan Board and AGF Funds. He is a recognized “value investor” with a track record of strong investment performance and a focus on investors' interests. He is a Chartered Financial Analyst (CFA), and earned an MBA from the Ivey School of Business at the University of Western Ontario.
Ian Hardacre Vice President 1997 1998
Biography Ian is Head of Canadian Equities for Trimark Investments, based in Toronto. Ian is from Toronto and began his investment career in 1991 as an account manager in the commercial banking division of the Hongkong Bank of Canada. He has also worked as a manager in corporate credit at The Bank of Nova Scotia. Prior to joining the company in 1997, he was an assistant portfolio manager at the Ontario Teachers’ Pension Plan Board. He earned an MBA and a B.Comm. from McMaster University, and he holds the Chartered Financial Analyst designation.
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