Management |
Name of Company | Connor, Clark & Lunn Funds Inc. | Phone | 416-862-2020 | Website | www.cclfundsinc.com | Address | 181 University Avenue | | Toronto
M5H 3M7 | | Canada |
Domicile | Canada | Legal Structure | Open Ended Investment Company | UCITS | - | Inception Date | 13-09-2009 | | Fund Advisor(s) | Connor, Clark & Lunn (Canada) Ltd. |
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Fund Manager | Gary Baker | Manager Start Date | 01-02-2006 | Career Start Year | 1988 |
Education | 1984, McMaster University, B.A./B.S. | 1985, University of Toronto, M.B.A. |
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Biography |
Gary is co-head of the fundamental equity team. He is responsible for the leadership of the fundamental equity investment and portfolio strategy. He is also on the asset allocation committee, the investment risk management committee, and is a Director of Connor, Clark & Lunn Investment Management Ltd. Gary joined CC&L Investment Management in 2003 as a fundamental equity portfolio manager and previously led the fundamental equity team for 18 years. Gary holds a MBA from the University of Toronto and a Bachelor of Engineering from McMaster University. He is also a CFA charterholder. |
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Fund Manager | Harold Scheer | Manager Start Date | 01-02-2006 | Career Start Year | 1988 |
Education | 1982, Concordia University, B.C. |
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Biography |
Mr. Scheer is President and Chief Investment Officer of Baker Gilmore & Associates Inc. Prior to joining the firm in 2001, Mr. Scheer was President and founder of Scheer Rowlett & Associates Inc., an affiliated company of the Connor Clark & Lunn Financial Group. Mr. Scheer has a background in economics and has over 24 years experience in portfolio management of fixed income securities, including research on credits. |
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Fund Manager | Robert Beauregard | Manager Start Date | 01-01-2008 | Career Start Year | 1981 |
Education | 1986, Royal Military College, B.A. | 1988, McGill University, M.B.A. |
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Biography |
Robert is Chief Investment Officer for Global Alpha and is the lead portfolio manager for its global small cap equity strategies. Robert is also responsible for global coverage of the energy and utilities sectors.
Robert brings over 20 years of financial and investment industry experience to the firm. Prior to founding Global Alpha, Robert was Senior Vice President and portfolio manager at Natcan Investment Management where he managed over $1.5 billion in Canadian and global small cap equities. |
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Fund Manager | Ratul Kapur | Manager Start Date | 01-01-2017 | Career Start Year | 2002 |
Education | 2002, University of Delhi, India, BSc | 2006, Simon Fraser University, M.B.A. |
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Biography |
Ratul is President and CIO. He joined Scheer Rowlett in 2017 and has coverage of the Financial, Communications and Healthcare sectors. Prior to joining Scheer Rowlett, Ratul was a Portfolio Manager with Mackenzie Cundill Investment Management, a value investment firm.
Ratul received a Bachelor of Business Studies (Finance) from the University of Delhi, India, an MBA (Finance) from Simon Fraser University and is a CFA charterholder. |
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Fund Manager | Darren Ducharme | Manager Start Date | 01-02-2006 | Career Start Year | 1992 |
Education | 1991, University of Western Ontario, B.A. | 1993, Queen's University, M.A. | 1998, Columbia University, M.B.A. |
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Biography |
Chief Executive Officer Darren Ducharme is responsible for portfolio risk management, top-down forecasting and portfolio construction. He has received his MBA from Columbia Business School, a degree in Financial Risk Management and is a CFA charter holder. |
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Fund Manager | Ian Beattie | Manager Start Date | 01-02-2006 | Career Start Year | 1992 |
Education | 1991, City University, B.S. |
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Biography |
Ian joined the firm in 1996. He began his career at Royal Insurance as an Asian equity fund manager and also ran a Balanced Fund. Ian became Head of Asia in 1997 and Co-Chief Investment Officer in April 2009. Ian holds a B.Sc., Economics, from City University and holds the ASIP qualification from the CFA institute UK. |
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Fund Manager | David George | Manager Start Date | 01-02-2006 | Career Start Year | 1997 |
Education | 1997, University of British Columbia, B.C. |
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Biography |
David is a portfolio manager and head of the fixed income team, responsible for the leadership of the team and portfolio strategy. He is also a Director of Connor, Clark & Lunn Investment Management Ltd. David joined CC&LIM in 2006 as a fixed income portfolio manager. Prior to joining the firm, David has held positions as V.P. and analyst, specializing in high yield and corporate bond research in Canada and the United States of America. David holds a Bachelor of Commerce from the University of British Columbia and is a CFA charterholder. |
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Fund Manager | Heiki Altosaar | Manager Start Date | 01-02-2006 | Career Start Year | 1995 |
Education | 1993, University of Toronto, B.A. |
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Biography |
Heiki joined PCJ in 1996 and is responsible for Canadian equity strategy and fundamental research. Prior to becoming a member of the PCJ team, Heiki worked at Elliot & Page.
He earned a BA from the University of Toronto and is a CFA charterholder. |
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Fund Manager | Adam Posman | Manager Start Date | 01-01-2011 | Career Start Year | 2005 |
Education | 1999, McGill University, B.C. | 2004, Western University, M.B.A. |
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Biography |
Adam Posman joined PCJ as a partner in 2011, and he is the Co-Chief Investment Officer and the lead portfolio manager for the PCJ absolute return strategy. He also maintains responsibility for portfolio management, fundamental research and trading across all PCJ investment strategies, including the US equity portion of the absolute return strategy. Prior to joining PCJ, Mr. Posman worked at Brookfield Investment Management (Canada) Inc. as a member of a portfolio management team focused on both an unconstrained long/short equity strategy and a high-yield credit strategy. |
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Fund Manager | Jeremy Velocci | Manager Start Date | 01-02-2006 | Career Start Year | 2000 |
Education | 2000, Bishop's University, B.B.A. |
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Fund Manager | Drew Thiessen | Manager Start Date | 01-01-2008 | Career Start Year | 2007 |
Education | 2007, University of Saskatchewan, B.A. |
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Biography |
Prior to joining the team in 2008, Drew worked in commercial lending at a Canadian chartered bank. In his role as Portfolio Manager at Scheer Rowlett, Drew has primary coverage of the Energy and Base Metals and Precious Metals sectors.
Drew earned his Bachelor of Commerce degree at the University of Saskatchewan and is a CFA charterholder. |
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Fund Manager | Tim Bray | Manager Start Date | 01-02-2006 |
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