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Changes made to the Global True Conviction Fund

May 31, 2023

Effective immediately, iA Global Asset Management announces that the Global True Conviction Fund is now managed by Marc Gagnon, for the Canadian sleeve and Dan Rohinton, for the U.S. and international sleeves.

Why this change?

We want to allow for a more flexible Canada/ex-Canada mandate with a 100% fundamental, high-conviction approach that provides a growth bias, without changing the Fund's current investment objectives.

 

NOTE: No action is required on your part or your client's part.

 

Dan’s naturally more concentrated investment approach (fewer stocks held in the portfolio) is better suited for a high conviction (best ideas) mandate as opposed to the quantitative approach introduced at the end of 2021 which requires a high number of stocks.

Dan has extensive experience in the U.S. and international markets. It is therefore a logical transition that allows our clients to benefit directly from our portfolio managers’ best ideas.

If you want to know more about his market view, watch his latest interview on BNN Bloomberg (May 19, 2023): 

 

Fund's overview after the change

  • Diversified portfolio of approximately 1/3 Canada and 2/3 ex-Canada
  • Two portfolio managers: Marc Gagnon, Canadian Equities and Dan Rohinton, U.S. and international Equities
  • Investment style: 100% fundamental, high-conviction, more flexible, growth-oriented approach

If you have questions about this change, talk to your Sales Director.

 


About the Portfolio Managers

iAGAM-logo-EN

Marc Gagnon, MBA, CFA
Vice President, Portfolio Manager, North American Equities, iAGAM

Read bio

 

Dan Rohinton
Vice President, Portfolio Manager, Global Dividend, iAGAM

Read bio

 

 

Topic : Portfolio Managers

Written by iAGAM

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