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Purpose Canadian Preferred Share Fund Series A (0P000074SZ)
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Redwood Floating Rate Preferred Fund Series A
8.696
+0.020
+0.24%
- Overview
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- Historical Data
- Holdings
0P000074SZ Overview
On this page you'll find an in-depth profile of Purpose Canadian Preferred Share Fund Series A. Learn about the key management, total assets, investment strategy and contact information of 0P000074SZ among other information.
Investment Strategy
The fund seeks to provide a consistent stream of income with potential for capital appreciation by investing in Canadian income producing securities and Canadian equities. The fund will invest in Canadian preferred securities, with a focus on preferred securities; dividend paying Canadian equities; income and royalty trusts; ETFs; and fixed-income investments, with a view to consistent interest or distribution payments. Investments in floating rate preferred securities will be of Canadian issuers whose debt, at a minimum, has an investment grade rating at the time of purchase. Up to 5% of the fund’s portfolio may be invested in equities and the fund may invest up to approximately 20% (at the time of investment and on a cost basis) of its assets in foreign securities.
Contact Information
Address
Suite 1700, P.O. Box 83 Toronto, ON
Toronto,ON M5H 3P5
Canada
Toronto,ON M5H 3P5
Canada
Phone
877-789-1517
Fax
416 583-3851
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sandy Liang | Portfolio Manager | 2018 | Now |
| Biography | Sandy Liang, CFA is a corporate debt Portfolio Manager at Aston Hill Asset Management Inc. Mr. Liang joined Aston Hill in October 2011, bringing with him more than twenty years of experience in credit and equity investments. Mr. Liang joined Aston Hill after three years spent at Cobalt Capital Management, a significant hedge fund in New York, where he was responsible for the firm’s fixed income investments. Mr. Liang holds the Chartered Financial Analyst designation, and graduated from the University of Western Ontario with a B.A. in Economics and McGill University with an M.B.A. | ||
| Steve Vannatta | Portfolio Manager | 2015 | 2018 |
| Biography | Steve Vannatta joined Redwood Asset Management Inc. in May 2015 as a portfolio manager. Prior to joining Redwood, from 2007-2015, Mr. Vannatta was a portfolio manager and analyst at Aston Hill Financial, a publicly listed Canadian asset manager, and was instrumental in growing the firms AUM to a peak $7.5BN. Prior to Aston Hill Financial, Mr. Vannatta was an associate portfolio manager at GE Capital Markets. Mr. Vannatta holds the Chartered Financial Analyst designation, and has an undergraduate degree from the Haskayne School of Business with a major in Finance. | ||
| Michael Decter | Other Executives | 2004 | 2015 |
| Biography | Micheal Decter is a Director and the President and Chief Executive Officer of Lawrence Decter Investment Counsel Inc. Prior to 1998, Mr. Decter served as Deputy Minister of Health for Ontario and Cabinet Secretary in the Government of Manitoba. He was previously the Managing Director-Canada for AAPM/CSC. Mr. Decter is a best-selling author, having written Million Dollar Strategy (1998) and The Drip Strategy: Building your wealth one share at a time. | ||
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