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Portfolio management updates | Additions and retirement of portfolio managers

December 13, 2023

The three following announcements have no impact on the funds’ investment objectives and strategies.

 

 

David McCulla

Senior Director, Portfolio Manager, Fixed Income
iAGAM

 

Addition of a portfolio manager to the Fixed Income team

iA Global Asset Management (iAGAM) recently announced the addition of David McCulla as Senior Director, Portfolio Management, Fixed Income. With over 25 years' experience managing Canadian fixed income, global (CorePlus) and global asset allocation mandates, David has led fixed income portfolio management and asset allocation teams for many years.

Thanks to his experience and solid expertise in managing fixed-income strategies, David adds depth to the team, where he will work closely with Alexandre Morin, Senior Director, Portfolio Management, Fixed Income, as well as Dominic Siciliano, Senior Vice-President, Head of Fixed Income, the team's analysts and the Corporate Credit team.

Read David McCulla’s bio

 


 

 

Elaine Stokes

Executive Vice-President, Portfolio Manager
Loomis, Sayles & Company, L.P.

 

Portfolio management update – Elaine Stokes retirement

Elaine Stokes, co-portfolio manager of the Global Multisector Bond (Loomis Sayles) Fund, will retire from Loomis Sayles and the investment industry in February 2024. Elaine, who has been with Loomis Sayles for over 35 years, will relinquish all portfolio management duties effective December 31, 2023, but will retain her position as co-head of the Full Discretion team and her Board of Directors seat until the time of her retirement.

Upon Elaine’s retirement, the Fund will continue to be managed by Matt Egan and Brian Kennedy.

  


 

 

Becky Baker

Portfolio manager

Fidelity

 

Portfolio manager update on Fidelity NorthStar® Fund

Becky Baker recently joined the portfolio management team of the Fund, specifically working alongside current portfolio manager Kyle Weaver and his portion of the strategy.

Becky has deep knowledge of information technology and consumer sectors. She is highly qualified to take on this new responsibility and will bring her vast investment background to this new role. She has been in the financial industry since 2012 when she joined Fidelity.

 

Topic : Portfolio Managers

Written by iA