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Beutel Goodman Canadian Equity Class D (0P000072UC)
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11/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 19.97M
Beutel Goodman Canadian Equity Class D
45.430
+0.170
+0.38%
- Overview
- Profile
- Historical Data
- Holdings
0P000072UC Overview
On this page you'll find an in-depth profile of Beutel Goodman Canadian Equity Class D. Learn about the key management, total assets, investment strategy and contact information of 0P000072UC among other information.
Investment Strategy
This Fund seeks long-term capital appreciation primarily through investments in common shares and other equity securities of established Canadian issuers. The Fund’s adviser attempts to buy the best economic value in the market regardless of what sector the issuer operates in. Research efforts will be directed to identifying stocks that are undervalued in relation to the business value of the issuer.
Contact Information
Address
Suite 2000,
Toronto,ON M4R 1K8
Canada
Toronto,ON M4R 1K8
Canada
Phone
416 485 1010
Fax
416 485 1799
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sara Shahram | Portfolio Manager | 2023 | Now |
| Biography | Sara joined Beutel Goodman in 2023 and has more than 20 years of investment industry experience. As Vice President, Canadian Equities, she has analytical and portfolio management responsibilities as part of the Canadian Equity team. Most recently, Sara was a portfolio manager at Empire Life Investments, with a primary focus on Canadian equities. She is a CFA charterholder and holds a Bachelor of Commerce degree and an MBA from the University of Toronto. | ||
| Dora Ho | Vice President, Canadian Equities | 2022 | Now |
| Biography | Dora joined Beutel Goodman in 2022. She is a CFA Charterholder and holds a Bachelor of Commerce degree from the University of Calgary. Dora brings to Beutel Goodman over 15 years of financial industry experience, primarily as an Equity Analyst with a focus on the Canadian market, and most recently, as Vice President, Corporate Finance at CI Financial. | ||
| Mary Crowe | Vice President, Canadian Equities | 2021 | Now |
| Biography | Mary Crowe, BA, CFA, Vice President, Canadian Equities Mary joined Beutel Goodman in 2010 and has over 10 years of investment experience. Prior to joining Beutel Goodman, she worked as a Pricing Analyst at the Bank of Montreal. Mary is a graduate of the University of Western Ontario and a CFA charterholder. | ||
| Vim Thasan | Vice President, Canadian Equities | 2020 | Now |
| Biography | Vim Thasan joined Dynamic in 2004 and has held a variety of roles with escalating levels of responsibility. In 2008, Vim became an Analyst concentrating on global equities before joining the Equity Income team in late 2012 to focus on the industrials and technology sectors. He was promoted to the role of Associate Portfolio Manager in 2014 and Portfolio Manager in 2016. Vim holds an MBA from the Schulich School of Business at York University and was awarded the Chartered Financial Analyst designation. | ||
| James Black | Vice President, Canadian Equities | 2007 | Now |
| Biography | James is a large cap portfolio manager with Beutel Goodman and has equity research responsibilities covering Canadian companies in the telecom, utilities, and financial sectors. James has over 25 years of investment experience. Prior to joining Beutel Goodman in 2007, James worked in private equity at Brookfield Asset Management. He is a graduate of the University of Western Ontario and is a CPA, CA and CFA charterholder. | ||
| Pat Palozzi | Vice President, Canadian Equities | 2004 | Now |
| Biography | With over 35 years of investment experience, Pat is a valued large cap portfolio manager with Beutel Goodman and has equity research responsibilities in the areas of consumer staples, retailers, and industrials. Prior to joining Beutel Goodman in 2004, Pat spent several years at BMO Nesbitt Burns where he worked as a private client research analyst. Pat is a graduate of York University and a CFA charterholder. | ||
| William Otton | Vice President, Canadian Equities | 1995 | Now |
| Biography | Bill joined Beutel Goodman in 1995. He is a small cap portfolio manager and has equity research responsibilities in the areas of metals, minerals, golds, printing, steel and fertilizer. Prior to working at BG, Bill worked at La Caisse de Dépôt et Placement du Québec as an equity analyst. Bill is a graduate of McGill University and is a CFA charterholder. | ||
| Stephen J. Arpin | Managing Director, Canadian Equities | 1994 | Now |
| Biography | Stephen joined Beutel Goodman in 1993 and has over 25 years of investment experience. He is a portfolio manager with equity research responsibilities in the areas of small cap, technology, consumer discretionary and energy. Steve is a graduate of Queen’s University and a CFA charterholder. | ||
| Mark Thomson | Director | 1999 | 2020 |
| Biography | Mark joined Beutel Goodman in 1989 and has many years of investment experience. He is responsible for oversight of the equity process, and a portfolio manager who leads the Canadian Equity Team. He is also a member of the BG Management Committee and sits on the Board of Directors. Prior to joining BG, Mark was a portfolio manager at Pemberton Securities. Mark is a graduate of Mills College and is a CFA charterholder. | ||
| Norman MacDonald | Vice President | 1999 | 2009 |
| Biography | Mr. MacDonald joined Invesco in 2008 as portfolio manager. Mr. MacDonald began his investment career in 1994 at State Street Bank and Trust as a derivatives analyst. He later moved to Ontario Teachers’ Pension Plan Board, where he worked for three years in progressive roles from research assistant to portfolio manager. His next role was as a vice president and partner at Beutel, Goodman & Co. Ltd. Prior to joining Invesco, Mr. MacDonald was a vice president and portfolio manager at Salida Capital Corp. He earned a BComm from the University of Windsor and is a CFA charterholder. | ||
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