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Edgepoint Global Portfolio Series F (0P0000JO4E)

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31.205 -0.400    -1.27%
21/01 - Closed. Currency in CAD ( Disclaimer )
Type:  Fund
Market:  Canada
Issuer:  EdgePoint Wealth Management Inc
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 11.32B
EdgePoint Global Portfolio Series F 31.205 -0.400 -1.27%
Category

Global Equity

Total Assets

11.32B

Expenses

Inception Date

Nov 17, 2008

Investment Strategy

The Fund’s objective is to provide long-term capital appreciation by investing primarily in global equity securities. The Fund may hold significant cash, cash equivalents or fixed-income positions pending investment or when the Portfolio Manager considers it desirable as a result of market conditions.

Contact Information

Address Suite 500
Toronto,ON M5S 2X9
Canada
Phone 416-963-9353
Fax 416-963-5060
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Top Executives

Name Title Since Until
Frank Mullen Portfolio Manager 2014 Now
Biography Frank Mullen is Portfolio Manager of EdgePoint Global Portfolio, EdgePoint Canadian Portfolio, EdgePoint Global Growth & Income Portfolio and EdgePoint Canadian Growth & Income Portfolio. Prior to joining EdgePoint in 2009, Frank started his career at HSBC in the derivatives product group. Frank is a Queen’s University graduate and a CFA charterholder.
Andrew Pastor Portfolio Manager 2014 Now
Biography Andrew Pastor is a Portfolio Manager of EdgePoint. Prior to joining EdgePoint in December 2012, Andrew was an equity research analyst at Sionna Investment Managers from May 2010 to December 2012. Previously, Andrew spent four years (from May 2006 to April 2010) at BMO Harris Investment Management as an associate in the Private Wealth department servicing investment portfolios for high-net-worth clients. Andrew earned a BA in Finance and Economics from the University of Western Ontario in 2006 and is a CFA charterholder.
Ted Chisholm Portfolio Manager 2011 Now
Biography Ted Chisholm is Portfolio Manager of EdgePoint. Prior to joining EdgePoint, Ted was a portfolio manager at Invesco Ltd. (formerly Trimark Investment Management). He began his career in the investment industry in 1991 as a Trimark marketing services representative and also held progressively senior sales positions before starting his own company – Coign Technology – in 2000. He rejoined Trimark in 2003 as an investment analyst, having worked in a similar role at Patient Capital Management from 2001 to 2002. Ted graduated with a BA from the University of Western Ontario.
Tye Bousada founding Partner, Co-CEO, Portfolio Manager 2008 Now
Biography Tye Bousada is a founding partner, President and co-CEO of EdgePoint Investment Group Inc. He is Director of EdgePoint Wealth Management Inc. Prior to founding EdgePoint, Tye was vice president and portfolio manager at Invesco Ltd. (formerly Trimark Investment Management). He joined the company in 1999 as a portfolio manager on the Canadian equity team. Under his management, Trimark Fund was recognized numerous times for investment achievement. Tye earned an Honours Business Administration (HBA) degree from the University of Western Ontario and is a CFA charterholder
Geoff MacDonald founding Partner, Co-CEO, Portfolio Manager 2008 Now
Biography Geoff MacDonald is a founding partner, CIO and co-CEO of EdgePoint Investment Group Inc., and CIO of EdgePoint Investment Management Inc. He is Director of EdgePoint Wealth Management. Prior to founding EdgePoint, Geoff was Vice President and Portfolio Manager at Invesco Ltd. (formerly Trimark Investment Management). He joined the company in 1998 as a vice president and portfolio manager. Geoff earned his BBA from Bishop’s University and his MBA from the University of Windsor. He is a CFA charterholder.
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