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Dynamic Small Business Series I (0P0000KOE0)
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Dynamic Small Business Series I
12.415
-0.070
-0.55%
- Overview
- Profile
- Historical Data
- Holdings
0P0000KOE0 Overview
On this page you'll find an in-depth profile of Dynamic Small Business Series I. Learn about the key management, total assets, investment strategy and contact information of 0P0000KOE0 among other information.
Total Assets
804.67M
Expenses
Inception Date
Feb 11, 2005
Investment Strategy
The Fund seeks to achieve long-term capital appreciation and income through investment primarily in equity securities of relatively small Canadian businesses.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Steven Hall | Portfolio Manager | 2014 | Now |
| Tom Dicker | Portfolio Manager | 2014 | Now |
| Biography | Tom Dicker joined Dynamic in 2011 as a portfolio manager and member of the award-winning Equity Income team. His focus is to find best-in-class businesses among securities in the real estate sector. Tom has over 6 years of investment industry experience, initially as an analyst and then portfolio manager, with LDIC Inc. He received an Honours Bachelor of Commerce Degree from the University of Ottawa and holds the Chartered Financial Analyst designation. | ||
| Oscar Belaiche | Portfolio Manager | 2002 | 2023 |
| Biography | Oscar Belaiche joined Dynamic in 1997. Vice President and Portfolio Manager and head of the Equity Income team with has expertise in real estate, infrastructure and energy securities on a global basis. He has 30 years of experience as a money manager, asset manager, developer and corporate banker. He earned an Honours B.A. in Business Administration from the University of Western Ontario and has his Chartered Financial Analyst designation and is also a Fellow of the Institute of Canadian Bankers. | ||
| Vim Thasan | Vice President, Canadian Equities | 2018 | 2019 |
| 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. | ||
| Jason Gibbs | Portfolio Manager | 2007 | 2017 |
| Biography | Jason Gibbs joined Dynamic in 2000. He became an analyst in 2002 and portfolio manager in 2007. He focuses on investing in best-in-class businesses with strong balance sheets and sustainable cash flows among dividend paying equities and infrastructure companies on a global basis. Jason has 18 years of industry experience and, prior to portfolio management, he was a manager of fund valuation services at Dynamic and Canada Trust and an auditor with Deloitte & Touche. Jason received his Bachelor of Accounting from Brock University. He also holds the Chartered Accountant and CFA designations. | ||
| Todd Beallor | - | 2000 | 2009 |
| Biography | Todd Beallor joined Goodman & Company, Investment Counsel in January of 1995 as part of the Canadian equities team. He specializes in analyzing various sectors in the Canadian market, and also covers the Israeli market. Prior to joining Goodman, Todd spent four years at Crown Life Insurance Company where he worked as an Investment Analyst. | ||
| Ed Ho | - | 1998 | 2009 |
| Biography | Ed Ho joined the Goodman & Company Canadian equities team in 1997, after a rapid rise through the Sales & Marketing department of Dynamic Mutual Funds. Most recently, Ed worked as the Assistant to the Chairman's Office where he performed research and analysis for merchant banking and venture capital investments. Ed is also an integral member of the Focus+ investment team. He is primarily responsible for U.S. equities and is also a specialist in Québec-based companies. | ||
| Ned Goodman | Founder, Chairman | 1997 | 2000 |
| Biography | Through Goodman & Company, Investment Counsel Inc., Mr. Goodman is a sub-advisor to Dynamic. He has close to five decades of investment experience as a securities analyst, portfolio manager and senior executive. Mr. Goodman has a Bachelor of Science degree from McGill University and a Master of Business Administration from the University of Toronto. He earned the designation of Chartered Financial Analyst in 1967. In 1997, he was awarded a Doctorate of Laws, honoris causa, by Concordia University. | ||
| Jonathan Goodman | Vice President | 1997 | 1999 |
| Biography | Goodman has been a vice president with Goodman & Company since 1990. Previously, he was a partner of Goepel Shields & Partners from 1989 to 1990, and a gold and mining analyst with Ben James Capel before that. Goodman considers himself a value investor. Goodman was born in Montreal in 1961. | ||
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