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Counsel Monthly Income Portfolio Series It (0P0000Y64E)

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5.802 +0.030    +0.54%
07/11 - Delayed Data. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  Counsel Portfolio Services Inc
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 377.46M
Counsel Regular Pay Portfolio Series IT 5.802 +0.030 +0.54%

0P0000Y64E Overview

 
On this page you'll find an in-depth profile of Counsel Monthly Income Portfolio Series It. Learn about the key management, total assets, investment strategy and contact information of 0P0000Y64E among other information.
Category

Canadian Neutral Balanced

Total Assets

377.46M

Expenses

Inception Date

Mar 01, 2013

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.
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.
Jackson Loomis Senior Vice President 2012 2013
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.
Jim Hall CIO (Chief Investment Officer) 2010 2011
Biography Jim Hall is President and lead manager of the EAFE Large Cap Strategy at Mawer Investment Management Ltd., which he joined in 1997. Previously, Mr. Hall served as co-manager for the Mawer Canadian Equity Strategy from 1999-2020, the Mawer Global Equity Strategy from 2009-2020, the Mawer International Equity Strategy from 2010-2016, and as Chief Investment Officer from 2004-2018. He is a member of Mawer's Executive Team, which drives the development and execution of the firm’s strategic plans, and a member of the Board of Directors, which he first joined in 2000 and chaired from 2008 until 2023
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