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Counsel Balanced Portfolio Series P (0P000127W8)

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12.604 -0.002    -0.02%
27/11 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  Counsel Portfolio Services Inc
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 1.13B
Counsel Balanced Portfolio Fund Series P CAD Inc 12.604 -0.002 -0.02%

0P000127W8 Overview

 
On this page you'll find an in-depth profile of Counsel Balanced Portfolio Series P. Learn about the key management, total assets, investment strategy and contact information of 0P000127W8 among other information.
Category

Global Neutral Balanced

Total Assets

1.13B

Expenses

Inception Date

Feb 27, 2014

Contact Information

Address Suite 700
Mississauga,ON L4W 5L6
Canada
Phone 905.625.9885
Fax 905.625.6184

Top Executives

Name Title Since Until
Paul Punzo Portfolio Manager 2021 Now
Biography Joined the firm in 2011. Formerly with Northern Trust Global Advisors as a Senior Associate Program Manager where he was responsible for the construction of customized multi-manager portfolios for high net worth clients, program management and manager due diligence. Previously at ScotiaMcLeod as a Senior Analyst/Associate Portfolio Manager in the managed assets group.
Corrado Tiralongo Chief Investment Officer 2021 Now
Kody Knieriem Portfolio Manager 2021 Now
Vincent Chan Portfolio Manager 2021 Now
Varun Sood Portfolio Manager 2021 Now
Jana Sehnalova Portfolio Manager 2009 2014
Biography Jana Sehnalova is an Executive Director and Global Portfolio Manager with ten years of real estate and equities experience at Forum Securities office in London.
David Tiley Portfolio Manager 2009 2014
Biography David Tiley joined the Cundill team in 2001 and has more than 11 years of industry experience. David specializes in identifying deep value investment opportunities in Europe. In August 2007, he was named lead manager of Mackenzie Cundill Global Balanced Fund and Mackenzie Cundill Global Dividend Fund. David graduated from Griffith University with a BA in Asian Studies (1991), a BA from Carleton University (1993), and a MA from the Institute of Political Economy at Carleton University (1997).
Daniel Pine Managing Director 2009 2014
Biography Dan Pine is a Managing Director and the Head of Forum Securities office in Greenwich. He has day-to-day responsibility for all portfolio decisions across Forum Securities strategies. Mr. Pine has a history of successful real estate securities investing and over 27 years of investment experience.
Daniel Geber Managing Director, Portfolio Manager 2008 2013
Biography Daniel Geber is a Managing Director of NBM and NB LLC. Mr. Geber joined the firm in 2014 and is a Portfolio Manager. Geber has been a managing director and portfolio manager with Epoch Investment Partners since 2004. From 1998 until 2004, he was a partner at Trident Investment Management. From 1995 until 1998, he was also an analyst at Omega Advisors. Previously, he also served as an Executive Director at Goldman Sachs & Co.
Samuel Sahn Portfolio Manager 2009 2012
Biography Samuel Sahn joined Hazelview in March 2012 as Executive Director, Portfolio Management/Research, Global Real Estate Securities. Mr. Sahn is based out of our New York office and is responsible for co-managing Hazelview’s global real estate securities strategies and underwriting, researching and providing formal investment recommendations on the U.S. REIT component of global real estate portfolios. Mr. Sahn has over 14 years of experience in real estate securities and financial services.
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