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To achieve over the longer term the highest possible return that is consistent with a fundamental investment philosophy through investment primarily in U.S. equity securities. To provide long-term capital appreciation through a portfolio of broadly diversified securities, by industry, invested primarily in the U.S. market.
Name | Title | Since | Until |
---|---|---|---|
Marc Goldfried | CIO (Chief Investment Officer) | 2019 | 2019 |
Biography | Marc Goldfried, CFA, as Head of Fixed Income, Marc is responsible for oversight on Canoe’s entire suite of fixed income solutions, with lead portfolio manager responsibilities. In his role as Chief Investment Officer, Marc is responsible for firm-wide investment management oversight, policy, direction and execution on portfolios. Marc graduated from York University with a BA in economics in 1990 and received his CFA charter in 1998. | ||
Andrew Chan | Portfolio Manager | 2013 | 2019 |
Biography | Andrew Chan is a member of the Global Equity team and is assistant portfolio manager for the U.S., International and Global Equity strategies. Mr. Chan joined the firm in 2009. Prior experiences include Senior analyst positions for U.S. and global equities at leading investment management firms. Mr. Chan graduated from McGill University with a Bachelor of Commerce (BComm), majoring in Finance. He later obtained a Master of Science (M.Sc.) in Finance from HEC Montréal. | ||
Nadim Rizk | Portfolio Manager | 2013 | 2019 |
Biography | Mr. Rizk is the Lead Manager of the U.S., International and Global Equity strategies at Fiera Capital Corporation (FCC), joined the firm in 2009. Prior experiences include positions as Head of Global Equities, Lead Manager for U.S. and Global Equity portfolios, as well as Senior Global Research Analyst positions at some of Canada's leading investment management firms. Mr. Rizk graduated from the American University of Beirut with a Bachelor's of Business Administration, majoring in Finance. Mr. Rizk later obtained an M.B.A. from McGill University and also obtained the CFA. |
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