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Beutel Goodman Canadian Equity Class D (0P000072UC)
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26/11 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 20.04M
Beutel Goodman Canadian Equity Class D
46.103
-0.190
-0.41%
- 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 |
|---|---|---|---|
| Vim Thasan | Vice President, Canadian Equities | 2020 | Now |
| Biography | Vim joined Beutel Goodman in 2020 and comes to the firm with over 20 years of industry experience, and over a decade of investment management experience. Prior to joining Beutel Goodman he was a Portfolio Manager for 1832 Asset Management L.P., where he co-managed a number of Canadian-focused dividend mandates. Vim is a graduate of York University and earned an MBA from Schulich School of Business. He also holds the Chartered Business Valuator (CBV) and Chartered Financial Analyst designations, and the Fundamentals of Sustainability Accounting (FSA) credential awarded by SASB. | ||
| 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 30 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 | 2024 |
| 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. | ||
| 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. | ||
| James Lampard | Portfolio Manager | 1991 | 2009 |
| Biography | Mr. Lampard joined the equity team at Lincluden in 2003 as a Vice President and Portfolio Manager. He is also a co-chair of the Asset Mix Committee. Jim started his career as a value investor at OMERS in 1987 as a senior equity analyst. He became a portfolio manager in 1989. That was followed by a portfolio management role at Ontario Teachers' Pension Plan Board. Prior to joining Lincluden, Jim was a Vice-President and Partner at Beutel Goodman where he was a portfolio manager and member of the Canadian equity team. | ||
| Andrew Sweeney | Portfolio manager | 1999 | 2007 |
| Biography | Andrew is a fund manager and analyst responsible for Canadian equity research. He joined Phillips, Hager & North Investment Management in 2007, having previously been a portfolio manager of large-capitalization Canadian equities with a major Canadian investment management firm. Since entering the industry in 1995, Andrew has had analytical research responsibilities for a range of sectors. | ||
| William Ashby | Other Executives | 1991 | 2001 |
| Biography | William Ashby, a 30-year veteran of the industry, heads a distinguished group of analysts at Beutel Goodman. | ||
| Denis Marsh | - | 1991 | 2001 |
| Biography | Denis has 27 years of investment experience in technology and real estate. | ||
| Owen McCreery | - | 1991 | 2001 |
| Biography | Owen McCreery is a Consultant (consulting services) and aCorporate Director. Mr. McCreery has been employed invarious organizations as an accountant, a financial analyst, aportfolio manager and a partner/director. Mr. McCreeryjoined Beutel Goodman & Co. Ltd. in 1973 where he heldvarious positions, including Financial Analyst/PortfolioManager. He subsequently became President of BeutelGoodman & Co. Ltd. in 1994, a position he held until hisretirement in 1999. | ||
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