Breaking News
Get 55% Off 0
Get Premium Data for Cyber Monday: Up to 55% Off InvestingPro
CLAIM SALE
Close

Edgepoint Glbl Gr & Inc Pt (non-hst)a(n) (0P0000PTRY)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
29.332 +0.070    +0.24%
06/12 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Issuer:  EdgePoint Wealth Management Inc
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 10.37B
EdgePoint Glbl Gr Inc Pt non-HSTAN 29.332 +0.070 +0.24%

0P0000PTRY Overview

 
On this page you'll find an in-depth profile of Edgepoint Glbl Gr & Inc Pt (non-hst)a(n). Learn about the key management, total assets, investment strategy and contact information of 0P0000PTRY among other information.
Category

Global Equity Balanced

Total Assets

10.37B

Expenses

Inception Date

Aug 03, 2010

Investment Strategy

The Fund’s objective is to provide a combination of long‐term capital appreciation and income generation by investing primarily in global equity and fixed‐income securities. To achieve its investment objective, the Portfolio Manager invests in companies with strong competitive positions, defendable barriers to entry, long‐term growth prospects and competent management teams. The Portfolio Manager acquires ownership stakes in these companies at prices below its assessment of their true worth.

Contact Information

Address Suite 500
Toronto,ON M5S 2X9
Canada
Phone 416-963-9353
Fax 416-963-5060

Top Executives

Name Title Since Until
George Droulias Portfolio Manager 2022 Now
Derek Skomorowski Portfolio Manager 2022 Now
Jeff Hyrich Portfolio Manager 2021 Now
Biography Prior to joining EdgePoint, he was a portfolio manager at Invesco Trimark and an investment analyst at Ontario Teachers' Pension plan. He earned his B.Comm. with a double major in Finance and Accounting from the University of Manitoba and is a CFA charterholder.
Frank Mullen Portfolio Manager 2014 Now
Biography Frank Mullen is Portfolio Manager of EdgePoint Global Portfolio, EdgePoint Canadian Portfolio, EdgePoint Global Growth & Income Portfolio and EdgePoint Canadian Growth & Income Portfolio. Prior to joining EdgePoint in 2009, Frank started his career at HSBC in the derivatives product group. Frank is a Queen’s University graduate and a CFA charterholder.
Andrew Pastor Portfolio Manager 2014 Now
Biography Andrew Pastor is a Portfolio Manager of EdgePoint. Prior to joining EdgePoint in December 2012, Andrew was an equity research analyst at Sionna Investment Managers from May 2010 to December 2012. Previously, Andrew spent four years (from May 2006 to April 2010) at BMO Harris Investment Management as an associate in the Private Wealth department servicing investment portfolios for high-net-worth clients. Andrew earned a BA in Finance and Economics from the University of Western Ontario in 2006 and is a CFA charterholder.
Tye Bousada founding Partner, Co-CEO, Portfolio Manager 2008 Now
Biography Tye Bousada is a founding partner, President and co-CEO of EdgePoint Investment Group Inc. He is Director of EdgePoint Wealth Management Inc. Prior to founding EdgePoint, Tye was vice president and portfolio manager at Invesco Ltd. (formerly Trimark Investment Management). He joined the company in 1999 as a portfolio manager on the Canadian equity team. Under his management, Trimark Fund was recognized numerous times for investment achievement. Tye earned an Honours Business Administration (HBA) degree from the University of Western Ontario and is a CFA charterholder
Geoff MacDonald founding Partner, Co-CEO, Portfolio Manager 2008 Now
Biography Geoff MacDonald is a founding partner, CIO and co-CEO of EdgePoint Investment Group Inc., and CIO of EdgePoint Investment Management Inc. He is Director of EdgePoint Wealth Management. Prior to founding EdgePoint, Geoff was Vice President and Portfolio Manager at Invesco Ltd. (formerly Trimark Investment Management). He joined the company in 1998 as a vice president and portfolio manager. Geoff earned his BBA from Bishop’s University and his MBA from the University of Windsor. He is a CFA charterholder.
Ted Chisholm Portfolio Manager 2011 2020
Biography Ted Chisholm is Portfolio Manager of EdgePoint. Prior to joining EdgePoint, Ted was a portfolio manager at Invesco Ltd. (formerly Trimark Investment Management). He began his career in the investment industry in 1991 as a Trimark marketing services representative and also held progressively senior sales positions before starting his own company – Coign Technology – in 2000. He rejoined Trimark in 2003 as an investment analyst, having worked in a similar role at Patient Capital Management from 2001 to 2002. Ted graduated with a BA from the University of Western Ontario.
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000PTRY Comments

Write your thoughts about Edgepoint Glbl Gr & Inc Pt (non-hst)a(n)
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email