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Beutel Goodman North American Focused Equity Fund F (0P0000Q5PL)
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24.562
-0.120
-0.49%
- Morningstar Rating:
- Total Assets: 76.38M
Beutel Goodman North American Focused Equity Fund
24.562
-0.120
-0.49%
- Overview
- Profile
- Historical Data
- Holdings
Beutel Goodman North American Focused Equity Fund F Overview
On this page you'll find an in-depth profile of Beutel Goodman North American Focused Equity Fund F. Learn about the key management, total assets, investment strategy and contact information of 0P0000Q5PL among other information.
Investment Strategy
The Fund seeks long-term capital growth through investments primarily in common shares and other equity securities of issuers in Canada and the United States.The Fund’s assets will be invested primarily in securities of Canadian and U.S. issuers. Currently, the Fund does not expect to invest more than 49% of its assets in securities of U.S. issuers.
Contact Information
Address
Suite 2000,
Toronto,ON M4R 1K8
Canada
Toronto,ON M4R 1K8
Canada
Phone
416 485 1010
Fax
416 485 1799
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Sara Shahram | Portfolio Manager | 2023 | Now |
| Biography | Sara joined Beutel Goodman in 2023 and has more than 20 years of investment industry experience. As Vice President, Canadian Equities, she has analytical and portfolio management responsibilities as part of the Canadian Equity team. Most recently, Sara was a portfolio manager at Empire Life Investments, with a primary focus on Canadian equities. She is a CFA charterholder and holds a Bachelor of Commerce degree and an MBA from the University of Toronto. | ||
| Meaghen Annett | Vice President | 2022 | Now |
| Biography | Meaghen joined Beutel Goodman in 2022 and has more than 12 years of experience as an equity research analyst. As part of the U.S and International Equities team, she provides generalist coverage across sectors and regions. Prior to joining Beutel Goodman, she worked as an equity research analyst for more than a decade at TD Securities, with a focus on the Consumer Discretionary sector. She holds a Bachelor of Commerce degree from Concordia University in Montreal and is a CFA charterholder. | ||
| Dora Ho | Vice President, Canadian Equities | 2022 | Now |
| Biography | Dora joined Beutel Goodman in 2022. She is a CFA Charterholder and holds a Bachelor of Commerce degree from the University of Calgary. Dora brings to Beutel Goodman over 15 years of financial industry experience, primarily as an Equity Analyst with a focus on the Canadian market, and most recently, as Vice President, Corporate Finance at CI Financial. | ||
| Mary Crowe | Vice President, Canadian Equities | 2021 | Now |
| Biography | Mary Crowe, BA, CFA, Vice President, Canadian Equities Mary joined Beutel Goodman in 2010 and has over 10 years of investment experience. Prior to joining Beutel Goodman, she worked as a Pricing Analyst at the Bank of Montreal. Mary is a graduate of the University of Western Ontario and a CFA charterholder. | ||
| Ryan Fitzgerald | Vice President, U.S. & International Equities | 2020 | Now |
| Biography | Ryan joined Beutel Goodman in 2020 and comes to the firm with over 25 years of financial industry experience. Prior to joining Beutel Goodman, Ryan worked for CI Investments in progressively senior roles, including 12 years as a senior member of CI’s Signature Advisors Equity team, and overseeing equity investing as Co-Manager of the Signature High Income Fund, CI’s largest fund. Ryan is a graduate of Saint Mary’s University and is a CFA charterholder. | ||
| Vim Thasan | Vice President, Canadian Equities | 2020 | Now |
| 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. | ||
| Stanley Wu | Vice President, U.S. & International Equities | 2016 | Now |
| Biography | Stanley Wu, CFA, joined JFL in 2005 as a global research analyst. Prior to joining the firm, Stanley spent four years in equity research with Letko Brosseau and Associates, where he covered health care, specialty chemical, and, IT services, on a global basis. Prior to that, he worked in business development areas for the medical devices division in an affiliate of Siemens in China. He also had business experience with a major media and communication holding company based in Bangkok, Thailand. Stanley holds B.S. and M.S. degrees from Zhejiang University (Hangzhou, China) and Chinese Academy of | ||
| Rui Cardoso | Vice President, U.S. & International Equities | 2013 | Now |
| Biography | Rui joined Beutel Goodman in 2013 and has over 20 years of investment experience. He is a portfolio manager and research analyst specializing in U.S. and international equities. Prior to joining Beutel Goodman, Rui spent several years as a portfolio manager at CI Investments and KBSH Capital Management. Rui is a graduate of York University and a CFA charterholder. | ||
| Colin Ramkissoon | Vice President, U.S. & International Equities | 2011 | Now |
| Biography | Colin joined Beutel Goodman in 2011 and has over 15 years of investment and banking experience. He is a portfolio manager and a non-domestic equity research analyst. Prior to joining BG, Colin spent nine years in senior positions held at TD, in the areas of private equity and mergers and acquisitions. Colin is a graduate of York University and is a CFA charterholder. | ||
| James Black | Vice President, Canadian Equities | 2007 | Now |
| Biography | James is a large cap portfolio manager with Beutel Goodman and has equity research responsibilities covering Canadian companies in the telecom, utilities, and financial sectors. James has over 25 years of investment experience. Prior to joining Beutel Goodman in 2007, James worked in private equity at Brookfield Asset Management. He is a graduate of the University of Western Ontario and is a CPA, CA and CFA charterholder. | ||
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