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Dynamic U.s. Balanced Class Series H (0P0000Z9P3)
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01/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 502.71M
Dynamic Blue Chip US Balanced Class H
27.809
+0.140
+0.51%
- Overview
- Profile
- Historical Data
- Holdings
0P0000Z9P3 Overview
On this page you'll find an in-depth profile of Dynamic U.s. Balanced Class Series H. Learn about the key management, total assets, investment strategy and contact information of 0P0000Z9P3 among other information.
Investment Strategy
The fund seeks to maximize returns and provide long-term capital growth consistent with preserving capital and providing income by investing primarily in a full range of U.S. equity and fixed income securities.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Vishal Patel | Portfolio Manager | 2015 | Now |
| Biography | Vishal Patel joined Dynamic as an analyst in 2005. He was promoted to Portfolio Manager in 2010 and he was promoted to Vice-President in 2019. Throughout Vishal’s 15 years of industry experience, he has covered a broad range of companies across multiple industries. Vishal is a growth oriented manager who employs deep fundamental analysis to select best-in-class, sustainable growth companies. He seeks out unique businesses run by strong business leaders and management teams who demonstrate sound capital allocation discipline. | ||
| Domenic Bellissimo | Portfolio Manager | 2012 | Now |
| Biography | Domenic joined 1832 AM, the Core Fixed Income team in 2005. He leads the Toronto-based credit team, manages approximately $5 billion in assets. He is also a co-manager of several balanced fund mandates. He has years of industry experience and brings in-depth knowledge and a disciplined process to corporate credit analysis. Prior to joining 1832, he was a senior analyst, public markets at OMERS for 3 years and also worked in the Bank of Nova Scotia’s global risk management division for 4 years. He has an MBA from the Schulich School of Business and received his CFA designation in 2001 | ||
| Dana Love | Vice President | 2015 | 2019 |
| Biography | Dana Love, joined 1832 Asset Management L.P. in 2013 as Vice President and Portfolio Manager as part of the Core team. Dana has more than 15 years of professional money management experience and brings additional strength to 1832 Asset Management’s multiple award winning global equity lineup. He has been responsible for the management and oversight of global equity investments across various mandates. Dana holds a Masters in Finance from the London Business School in London, England, a BA in Sociology and Legal Studies from the University of Waterloo, and also holds CFA Designation. | ||
| Amy Glading | Analyst | 2015 | 2018 |
| Biography | Amy joined Dynamic in 2007 as an investment analyst with the Dynamic Power team. She was promoted to the role of Associate Portfolio Manager in 2014. She began her career at a global management consulting firm in 2000 working within the Strategy group. Amy joined the equity research team at CIBC World Markets in 2003 and was responsible for the cable, telecom and media sectors. Amy holds an MBA from McMaster University and a BScH from Queen's University and earned the CFA designation in 2006. | ||
| Adam Donsky | Portfolio Manager | 2011 | 2015 |
| Biography | Adam is a Co-Founder & Chief Investment Officer of Ravenstone Capital Management Inc. where he oversees all investing and risk management activities. Prior to co-founding Ravenstone, Adam distinguished himself as an investor at 1832 Asset Management. There he was responsible for the stewardship of more than $6.5 billion of Assets Under Management through the oversight of the Dynamic Blue Chip Funds and Lead Portfolio Manager for the firm’s High Net Worth and institutional clients. | ||
| Michael McHugh | Portfolio Manager | 2011 | 2012 |
| Biography | Michael McHugh joined Dynamic in 1996. He has 27 years of industry experience and he is responsible for the management of over $8 billion in fixed-income assets. In 1989, he joined the Hospitals of Ontario Pension Plan and, in 1993, he managed fixed-income portfolios for the Ontario Hospital Association Investment Management Inc. Michael holds both an Honors Bachelor of Arts and a Master’s degree in economics. He received his Chartered Financial Analyst designation in 1991. | ||
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