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iA Clarington announces portfolio manager and fund name changes

par The IJ Staff | May 31 2019 11:30AM

IA Clarington Investments announced on May 30 several portfolio manager and fund name changes, which are effective immediately.

"We monitor our funds to ensure they are well positioned for the opportunities and complexities of today's market landscape. The changes we've made to our portfolio manager lineup reflect our commitment to offering active, high-conviction solutions tailored to the evolving needs and expectations of our clients," said Eric Frape, Senior Vice-President, Products & Investments, iA Clarington.

The company says that the objective of each affected mandate remains unchanged, adding however, that “the new portfolio management teams will bring to the funds their unique, time-tested investment strategies for pursuing superior outcomes for investors.”

The changes are as follows:

Previous fund name

New fund name

New portfolio manager(s)

IA Clarington

Sarbit U.S. Equity Fund

IA Clarington

U.S. Equity Currency Neutral Fund1

Joe Jugovic & Mathew Hermary

QV Investors Inc.

IA Clarington

Sarbit U.S. Equity Class (Unhedged)

IA Clarington U.S. Equity Class1

Joe Jugovic & Mathew Hermary

QV Investors Inc.

IA Clarington

Focused U.S. Equity Class

IA Clarington

Thematic Innovation Class

Jean-Pierre Chevalier

Industrial Alliance Investment

Management Inc.

IA Clarington

Focused Canadian Equity Class

No change

Peter Prattas &

Michael Formuziewich

IA Clarington Investments Inc.

IA Clarington

Focused Balanced Fund

No change

Dan Bastasic

IA Clarington Investments Inc.

IA Clarington

Focused Balanced Class

No change

Dan Bastasic

IA Clarington Investments Inc.

IA Clarington

U.S. Dividend Growth Fund

No change

Donny Moss

Industrial Alliance Investment

Management Inc.

IA Clarington

U.S. Dividend Growth Registered Fund

No change

Donny Moss

Industrial Alliance Investment

Management Inc.

IA Clarington Global Value Fund

No change

Jean-Pierre Chevalier joins Sevgi Ipek &

Pierre Chapdelaine

Industrial Alliance Investment

Management Inc.

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