Dynamic Funds

Dynamic Funds
Goodman & Company, Investment Counsel Ltd.

Goodman & Company, Investment Counsel Ltd.

January 09, 2008 17:24 ET

Marquis International Equity Pool Appoints Three New Portfolio Managers

TORONTO, ONTARIO--(Marketwire - Jan. 9, 2008) - Goodman & Company, Investment Counsel Ltd. ("Goodman & Company"), the manager of Marquis International Equity Pool (the "Pool"), announces the appointment of JP Morgan Asset Management (Canada) Inc., Principal Global Investors, LLC and McKinley Capital Management, Inc. as sub-advisors.

Each of the three sub-advisors will have portfolio management responsibility for one-third of the Pool, providing investors with broad diversification in terms of investment styles and market capitalization. JP Morgan specializes in value investing, focusing mainly on mega-cap and large-cap stocks. Principal takes a broadly-diversified core approach, investing primarily in large-cap stocks. McKinley follows a growth style, investing in small-cap, mid-cap and large-cap stocks. The Pool invests in markets outside North America.

The sub-advisors were selected by the Portfolio Solutions Oversight Committee, made up of executives from Goodman & Company and DundeeWealth Inc., following an intensive search and evaluation process.

"We are excited to have three investment management firms of this quality, each with a distinct investment style, for Marquis International Equity Pool," said Marc St-Pierre, CFA, chairman of the Oversight Committee. "Given the track records of these managers, we expect this combination will generate increased returns while controlling volatility."

The three new sub-advisors will begin managing for the Pool on or about January 30, 2008, replacing Walter Scott & Partners Ltd. and Sanderson Asset Management Limited.

The Marquis Investment Program (Marquis MultiPartners Portfolios, Marquis Diversified Portfolios and Marquis Pools) has $2 billion in assets under management. Marquis products feature 12 investment management firms worldwide which generally focus on institutional investors, along with mutual funds from six leading companies in Canada.

This news release contains forward-looking statements that involve risks and uncertainties. These statements reflect Goodman & Company's current expectations, but are subject to a number of risks and uncertainties. Due to many risks and uncertainties, Goodman & Company cannot assure that the forward-looking statements contained in this news release will be realized.

Goodman & Company, Investment Counsel Ltd. is a leading Canadian asset management company tracing its roots back more than 50 years, with more than $26 billion in assets under management. Goodman offers a wide range of wealth management solutions through registered financial advisors. These include the mutual funds, hedge funds and closed-end investment trusts of Dynamic Funds™, the portfolio solutions of the Marquis Investment Program, the flow-through limited partnerships of CMP™ and Canada Dominion and the high-net investment counsel of Goodman Private Wealth Management. Goodman & Company is a subsidiary of DundeeWealth Inc. (TSX:DW).

Contact Information

  • Goodman & Company, Investment Counsel Ltd.
    Customer Relations Centre
    Website: www.dynamic.ca
    Media Relations
    Myra Reisler
    (416) 342-1829