Management |
Name of Company | Beutel, Goodman & Company Ltd. | Phone | 416 485 1010 | Website | www.beutelgoodman.com | Address | 20 Eglinton Avenue West | | Toronto
M4R 1K8 | | Canada |
Domicile | Canada | Legal Structure | Open Ended Investment Company | UCITS | - | Inception Date | 23-06-2014 | | Fund Advisor(s) | Beutel, Goodman & Company Ltd. |
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Fund Manager | Pat Palozzi | Manager Start Date | 23-06-2014 | Career Start Year | 1987 |
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Biography |
With over 35 years of investment experience, Pat is a valued large cap portfolio manager with Beutel Goodman and has equity research responsibilities in the areas of consumer staples, retailers, and industrials. Prior to joining Beutel Goodman in 2004, Pat spent several years at BMO Nesbitt Burns where he worked as a private client research analyst. Pat is a graduate of York University and a CFA charterholder. |
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Fund Manager | Stephen Arpin | Manager Start Date | 23-06-2014 | Career Start Year | 1993 |
Education | York University, M.A. |
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Biography |
Stephen joined Beutel Goodman in 1993 and has over 25 years of investment experience. He is a portfolio manager with equity research responsibilities in the areas of small cap, technology, consumer discretionary and energy. Steve is a graduate of Queen’s University and a CFA charterholder. |
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Fund Manager | William Otton | Manager Start Date | 23-06-2014 | Career Start Year | 1989 |
Education | McGill University, B.E. |
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Biography |
Bill joined Beutel Goodman in 1995. He is a small cap portfolio manager and has equity research responsibilities in the areas of metals, minerals, golds, printing, steel and fertilizer. Prior to working at BG, Bill worked at La Caisse de Dépôt et Placement du Québec as an equity analyst. Bill is a graduate of McGill University and is a CFA charterholder. |
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Fund Manager | James Black | Manager Start Date | 23-06-2014 | Career Start Year | 1993 |
Education | University of Western Ontario |
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Biography |
James is a large cap portfolio manager with Beutel Goodman and has equity research responsibilities covering Canadian companies in the telecom, utilities, and financial sectors. James has over 25 years of investment experience. Prior to joining Beutel Goodman in 2007, James worked in private equity at Brookfield Asset Management. He is a graduate of the University of Western Ontario and is a CPA, CA and CFA charterholder. |
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Fund Manager | Vim Thasan | Manager Start Date | 29-01-2020 | Career Start Year | 2000 |
Education | York University, M.B.A. |
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Biography |
Vim Thasan joined Dynamic in 2004 and has held a variety of roles with escalating levels of responsibility. In 2008, Vim became an Analyst concentrating on global equities before joining the Equity Income team in late 2012 to focus on the industrials and technology sectors. He was promoted to the role of Associate Portfolio Manager in 2014 and Portfolio Manager in 2016. Vim holds an MBA from the Schulich School of Business at York University and was awarded the Chartered Financial Analyst designation. |
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Fund Manager | Sara Shahram | Manager Start Date | 01-05-2023 |
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Biography |
Sara joined Beutel Goodman in 2023 and has more than 20 years of investment industry experience. As Vice President, Canadian Equities, she has analytical and portfolio management responsibilities as part of the Canadian Equity team. Most recently, Sara was a portfolio manager at Empire Life Investments, with a primary focus on Canadian equities. She is a CFA charterholder and holds a Bachelor of Commerce degree and an MBA from the University of Toronto. |
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Fund Manager | Mary Crowe | Manager Start Date | 01-04-2021 | Career Start Year | 2009 |
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Biography |
Mary Crowe, BA, CFA, Vice President, Canadian Equities
Mary joined Beutel Goodman in 2010 and has over 10 years of investment experience. Prior to joining Beutel Goodman, she worked as a Pricing Analyst at the Bank of Montreal. Mary is a graduate of the University of Western Ontario and a CFA charterholder. |
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Fund Manager | Dora Ho | Manager Start Date | 13-06-2022 | Career Start Year | 2007 |
Education | University of Calgary, Bachelor |
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Biography |
Dora joined Beutel Goodman in 2022. She is a CFA Charterholder and holds a Bachelor of Commerce degree from the University of Calgary. Dora brings to Beutel Goodman over 15 years of financial industry experience, primarily as an Equity Analyst with a focus on the Canadian market, and most recently, as Vice President, Corporate Finance at CI Financial. |