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The investment objective of the fund is to provide a high level of long-term appreciation by investing in the stocks of Canadian and U.S. companies, which are expected to achieve strong growth in earnings. Using a bottom-up value approach this fund invests primarily in medium to larger companies which demonstrate superior potential but may be currently under valued.
Name | Title | Since | Until |
---|---|---|---|
Stephen J. Arpin | Managing Director, Canadian Equities | 2020 | 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. | ||
Mark Thomson | Director | 1996 | 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. | ||
Not Disclosed | - | 2012 | 2013 |
Denis Marsh | - | 1996 | 2001 |
Biography | Denis has 27 years of investment experience in technology and real estate. | ||
Owen McCreery | - | 1996 | 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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