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Beutel Goodman Canadian Equity (0P000074MN)
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BEUTEL GOODMAN CANADIAN EQUITY-PF
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- Overview
- Profile
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0P000074MN Overview
On this page you'll find an in-depth profile of Beutel Goodman Canadian Equity. Learn about the key management, total assets, investment strategy and contact information of 0P000074MN among other information.
Investment Strategy
The team employs a concentrated portfolio of their highest conviction ideas. The strategy combines our Fundamental Canadian equity portfolio with a complement of small-cap stocks that follow the model of our small-cap Fund. The team ensures adequate diversification by imposing max. position and sector weights. The strategy incorporates a process-driven approach to risk management, where there is an automatic review for stocks that exceed their upside or downside targets. Stocks that exceed their upside target are automatically reduced by 1/3. Stocks that exceed their downside target are automatically reviewed by a different member to confirm or revise the thesis
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 |
|---|---|---|---|
| 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 30 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 | 1993 | 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. | ||
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