Canoe Financial portfolio management changes
April 01 2021 - 9:11AM
Canoe Financial LP (“Canoe”) today announced Marc Goldfried, Head
of Fixed Income and Chief Investment Officer is retiring from the
mutual fund industry to spend more time with his
family. Robert (Rob) Taylor, Senior Vice President,
Portfolio Manager, and Head of Equities for the past eight years,
will assume the role of Interim Chief Investment Officer. Marc will
continue as an advisor to the firm working in close collaboration
with Rob to assist in the transition.
Marc joined Canoe in 2015 and has been an important contributor
to the firm’s growth. His team leadership and strategic
contributions helped to position Canoe for future success.
Together, Marc and Rob have built a strong investment team to
advance the firm’s efforts to deliver innovative products and
active asset management to meet the evolving needs of Canadian
investors.
“I want to give special thanks to Marc for his contribution over
the past six years, and for his efforts to help ensure a smooth
transition for the firm and most importantly, our clients. He has
helped foster collaborative relationships within our firm and with
our clients. Marc is a friend, and I wish him every happiness in
retirement,” said Darcy Hulston, President and Chief Executive
Officer.
Rob Taylor is a multi award-winning portfolio manager whose
investment career spans more than two decades. Since joining Canoe
in 2013, he has been lead manager of Canoe EIT Income Fund (TSX:
EIT.UN), Canoe Equity Portfolio Class, Canoe Asset Allocation
Portfolio Class and Canoe North American Income Portfolio Class. He
currently manages $2.7 billion in assets for the firm. Rob is a
senior partner and leads the firm’s Asset Allocation Committee. As
Interim Chief Investment Officer, Rob will be responsible for
managing Canoe’s overall investment strategy, and will oversee the
investment team, all sub-advisory relationships and performance of
the firm’s 20 mandates.
“Rob has been a valued senior partner of the firm for eight
years. Through his mentoring and leadership as head of equities, he
has been instrumental in constructing and developing an investment
team that sets us up well for our next phase of growth,” said Darcy
Hulston.
Rohan Thiru, co-manager of Canoe’s fixed income funds, will
become lead manager of the funds. Rohan has worked closely with
Marc over the past several years, and has been instrumental in the
strong performance the Canoe fixed income lineup has achieved for
its clients. Aegon USA will continue to sub-advise the
firm’s global fixed income strategies.
“Canoe has been my family for six years and has been supportive
of my decision to retire. I’m proud of the team, and my confidence
in Rob, Rohan and the investment team couldn’t be higher,” said
Marc Goldfried.
Canoe recently celebrated its ten year anniversary. Canoe has a
national presence and manages over $9 billion in assets across a
diverse line-up of actively managed investment solutions. Most
recently, the firm launched Canoe Global Private Equity Fund, a
unique innovative opportunity for individual investors to
participate in the highly sought-after private equity market.
Portfolio management changes effective April 1, 2021:
Canoe Bond Advantage Fund and Canoe Bond Advantage Portfolio
Class currently co-managed by Rohan Thiru and Marc Goldfried will
be managed by Rohan Thiru.
Canoe Enhanced Income Fund and Canoe Enhanced Income Portfolio
Class currently co-managed by Marc Goldfried and Rohan Thiru will
be co-managed by Rob Taylor and Rohan Thiru.
Canoe Defensive Global Balanced Fund currently managed by Marc
Goldfried will be managed by Rob Taylor.
About Canoe FinancialCanoe Financial is one of Canada’s fastest
growing independent mutual fund companies managing over $9 billion
in assets across a diversified range of award-winning investment
solutions. Founded in 2008, Canoe Financial is an employee-owned
investment management firm focused on building financial wealth for
Canadians. Canoe Financial has a significant presence across
Canada, including offices in Calgary, Toronto and Montreal.
Investor
Relations1–877–434–2796info@canoefinancial.com
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