Portfolio managers

Opportunities in the sideways market

There’s nary a bull or bear to be seen on Bay Street these days. That’s because we’re in a sideways market. That was the message Kim Shannon, president and chief investment officer of Sionna Investment Managers, presented at the firm’s Financial Market Review in Toronto yesterday.

By Brooke Smith |May 7, 2012

4 min read

Industry

Zacharias replaces Simpson on Trimark Income Growth

Invesco Canada has named Clayton Zacharias as lead portfolio manager of Trimark Income Growth Fund, replacing Don Simpson, who is no longer with the firm.

By Staff |April 26, 2012

1 min read

Industry

CI shuffles portfolio managers

CI Investments has announced portfolio management changes affecting three funds in its Castlerock Investments and Lakeview Asset Management divisions.

By Staff |April 16, 2012

1 min read

Industry

NEI partners with Christine Hughes

NEI Investments has signed an exclusive retail investment management agreement with OtterWood Capital Management, led by award winning portfolio manager Christine Hughes.

By Staff |April 11, 2012

2 min read

Sun Life launches new mutual funds

Sun Life Global Investments (Canada) Inc today introduced the Sun Life Granite Managed Portfolios, a series of asset allocation portfolios available through advisors for mutual fund investors where the fund allocation mix is managed and adjusted to react to market conditions – helping investors manage risk and providing potential for better returns. “With the volatile […]

By Staff |January 17, 2012

1 min read

Sarbit almost fully invested

There are lots of reasons not to buy U.S. stocks: fear, disappointment, a lost decade that threatens to before two. Never one to go with the prevailing winds, Larry Sarbit, manager of IA Clarington's Sarbit U.S. Equity Fund, thinks this time it's different.

By Scot Blythe |December 12, 2011

4 min read

Mawer managers in for the long haul

While in Calgary, managing editor Melissa Shin sat down with two portfolio managers from Mawer Investment Management to speak about their process and strategies: Paul Moroz, who manages the Mawer Global Small Cap Fund (pictured, left) and Grayson Witcher, who manages the Mawer U.S. Equity Fund (pictured, right).

By Melissa Shin |December 1, 2011

5 min read

IA Clarington names Radin to global mandates

IA Clarington Investments has announced Brad Radin and Radin Capital Partners Inc. will assume lead portfolio sub-advisory responsibility for IA Clarington Global Equity Fund, IA Clarington Global Equity Class and IA Clarington Global Small Cap Fund on November 30, 2011.

By Staff |November 28, 2011

1 min read

Portfolio managers

Opportunities in the sideways market

Zacharias replaces Simpson on Trimark Income Growth

CI shuffles portfolio managers

NEI partners with Christine Hughes

HSBC appoints new sub-advisor

Wilson named lead on Sprott Opportunities Funds

Sun Life launches new mutual funds

Sarbit almost fully invested

Mawer managers in for the long haul

IA Clarington names Radin to global mandates