Management |
Name of Company | Purpose Investments Inc. | Phone | 877-789-1517 | Website | www.purposeinvest.com | Address | Purpose Investments Inc. | | Toronto
M5H 3P5 | | Canada |
Domicile | Canada | Legal Structure | Open Ended Investment Company | UCITS | - | Inception Date | 31-01-2018 | | Fund Advisor(s) | Purpose Investments Inc. |
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Fund Manager | Greg Taylor | Manager Start Date | 31-01-2018 |
Education | Bishop's University, B.B.A. |
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Biography |
Greg Taylor is a Portfolio Manager with the Equity team responsible for stock research, security recommendations, portfolio management and trading activities. Greg joined Aurion Capital in 1999.
Prior to Aurion Capital, Greg began his career in the investment industry as part of the acquisition and disposition team of one of Canada's largest real estate office and retail property managers.
Greg holds a Bachelor of Business Administration (Finance) from Bishop’s University and is a CFA Charterholder. |
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Fund Manager | Nawan Butt | Manager Start Date | 31-01-2018 |
Education | Simon Fraster University, M.S. |
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Biography |
Nawan has spent 5 years with Purpose developing a deep understanding of client needs with the product team before applying his skills sets in portfolio management starting in 2018. Nawan combines in depth fundamental research with quantitative overlays in contribution to the security selection processes for the firm. Working closely with the CIO, Nawan is also responsible for the implementation of asset allocation across multiple mandates. Nawan earned his MSc in Finance from Simon Fraser University and is a CFA charterholder. |