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Primerica Asset Builder V (0P000071GD)
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29.348
-0.060
-0.21%
- Rating de Morningstar:
- Total de activos: 787.29M
Primerica Asset Builder V
29.348
-0.060
-0.21%
Panorama 0P000071GD
En esta página encontrará un perfil detallado de Primerica Asset Builder V. Conozca la gestión clave, los activos totales, la estrategia de inversión y la información de contacto de 0P000071GD, entre otros datos.
Información de contacto
Dirección
Plaza 5, Suite 300
Mississauga,ON L5N 2R7
Canada
Mississauga,ON L5N 2R7
Canada
Telefono
800-463-9997
Ejecutivos
| Nombre | Título | Desde | Hasta |
|---|---|---|---|
| Tom Nakamura | Portfolio Manager, key Member | 2018 | Ahora |
| Biografía | Tom Nakamura joined AGF in 1998 and is one of the principal members of the AGF Fixed Income team. With over 15 years of experience managing a wide array of fixed-income portfolios, Tom is a key contributor to the team’s analysis of the global macroeconomic landscape, with specific emphasis on corporate credit and currencies. Tom earned a Bachelor of Commerce from the University of Toronto. He is a CFA charterholder and a member of the Toronto CFA Society. | ||
| Stephen Duench | Associate Portfolio Manager | 2018 | Ahora |
| Biografía | Stephen supports our equity portfolios by contributing to both quantitative and fundamental research initiatives. Stephen also provides data management support for all portfolio management applications. Stephen earned a Bachelor of Arts with Honours in financial mathematics in 2007. | ||
| Mark Stacey | Senior Vice President,Head of Portfolio Management | 2015 | Ahora |
| Biografía | Mark joined the investment team in 2011 and provides portfolio management for the Canadian core, and Canadian small cap equity mandates. Mark has 13 years of investment experience applying quantitative and qualitative management techniques to the portfolio management process. Prior to joining Highstreet, Mark was an equity portfolio manager for a large financial institution. | ||
| Tristan Sones | Vice President, Portfolio Manager | 1996 | Ahora |
| Biografía | Tristan Sones joined AGF in 1993 and is one of the principal members of the AGF Fixed Income team. With over two decades of experience managing a wide array of fixed-income portfolios, Tristan is a key contributor to the team’s analysis of the global macroeconomic landscape, with specific emphasis on global investment grade and non-investment grade debt, including hard and local currency emerging market debt. Tristan earned an Honours BA in Mathematics from the University of Waterloo. He is a CFA charterholder and a member of the Toronto CFA Society. | ||
| Fred Steciuk | Portfolio Manager | 2015 | 2017 |
| Biografía | Fred is a portfolio manager for Highstreet's Dividend Income Fund and a member of the Canadian equity team. Fred joined the investment team at Highstreet in 2002 and since then has made significant contributions to research and the management of both our Canadian and US portfolios. Fred has 16 years of investment experience, including working as an investment analyst within the merchant banking field. | ||
| Management Team | - | 2013 | 2014 |
| Biografía | Team Managed | ||
| Martin Hubbes | Other Executives | 2000 | 2013 |
| Biografía | Martin Hubbes, CFA, was named chief investment officer in June 2005. After joining the company in 1992 as an investment analyst, Martin was appointed managing director of AGF Management (Deutschland) GmbH in Berlin the following year. He returned to Canada in 1994 and became lead portfolio manager of AGF Canadian Stock Fund in 1996. In addition to this mandate, Martin is the lead manager of AGF Canada Class and co-manager of AGF Global Health Sciences Fund. He was the lead manager of AGF Canadian Growth Fund, which merged in 1998 with AGF Canadian Equity Fund to form AGF Canadian Stock Fund. | ||
| Gerald Coleman | Head | 1994 | 2009 |
| Biografía | Gerald Coleman, head of the Harbour Funds portfolio management team at CI Mutual Funds Inc., joined CI in 1997 to establish the Harbour Funds. Mr. Coleman's expertise is the result of more than 35 years of experience in Canadian financial markets. Mr. Coleman began his career in finance with Montreal Trust where he managed investment portfolios for estate, trust, personal and pension portfolios. In 1978, Mr. Coleman moved to United Financial Management to concentrate exclusively on mutual funds. In 1992, he moved to Mackenzie Financial Corporation to assist in the creation of the Ivy Funds. | ||
| Jerry Javasky | Other Executives | 1994 | 2000 |
| Biografía | Jerry Javasky is a Senior Vice President, Investments of Mackenzie Financial Corporation. His investment career spans over 20 years, including manager of underwriting for an international investment bank, a financial analyst for Wood Gundy and a Senior Portfolio Manager with United Financial Management. He joined Mackenzie in 1992 and played an important role in establishing the Ivy Funds. He holds an MBA degree from York University in Toronto. | ||
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