SOURCE: Dynamic Funds

Dynamic Funds

January 16, 2014 14:00 ET

Dynamic Funds® Strengthens Several Funds With Co-Portfolio Manager Appointments

TORONTO, ON--(Marketwired - January 16, 2014) - Effective today, Dynamic Funds announces several portfolio management appointments to certain funds in order to strengthen and enhance the investment expertise on these funds.

Tom Dicker and Steven Hall are appointed co-Portfolio Managers on Dynamic Small Business Fund, working with current portfolio managers Oscar Belaiche and Jason Gibbs. Mr. Dicker has 10 years of investment management experience in diversified Canadian equities including real estate and small capitalization companies. He is also co-Portfolio Manager on several real estate related funds at Dynamic. Mr. Dicker holds an Honours Bachelor of Commerce degree from the University of Ottawa and is a CFA charterholder. Mr. Hall has over 10 years of U.S. equity experience which includes investing in small capitalization stocks. He joined Dynamic Funds in 2013 from a Canadian boutique investment firm where he was Head of U.S. Equities. He holds a Bachelor of Business Economics from Brock University, an MBA from the Schulich School of Business at York University, and is a CFA charterholder. The combined experience and insight from Mr. Dicker and Mr. Hall will enhance the team managing this portfolio.

Daniel Yungblut is appointed co-Portfolio Manager on Dynamic Corporate Bond Strategies Fund and Class. He joins current portfolio manager Domenic Bellissimo on the fund and will continue to provide credit analysis on several other Canadian fixed income portfolios. Mr. Yungblut joined Dynamic in 2009 and has demonstrated success in progressive roles for Dynamic's fixed income team. He holds a Master of Arts in Global Political Economy from the University of Sussex, is a CFA charterholder, and holds a Chartered Alternative Investment Analyst designation.

Benjamin Zhan assumes lead portfolio manager duties on Dynamic European Value Fund. Mr. Zhan has co-managed this award-winning fund with Chuk Wong since June 2009 and has been an important contributor to its performance. Mr. Wong will remain as co-manager on the fund. Mr. Zhan is an 11-year industry veteran and holds a Bachelor of Engineering degree from Shanghai Jiao Tong University and an MBA in Finance from the University of British Columbia. He is also a CFA charterholder.

"While the investment team for Dynamic Funds has meaningfully expanded over the past two years to meet the evolving needs of our clients, we have also been focused on growing and developing our internal talent. Not only will these new appointments continue to strengthen the ability of the funds to deliver results for investors, they also recognize the significant contribution and influence of these individuals on the success of the funds." said Jordy Chilcott, President & CEO, Dynamic Funds.

About Dynamic Funds
Dynamic Funds is a division of 1832 Asset Management L.P., which offers a range of wealth management solutions, including mutual funds, investment solutions for private clients, institutional clients and managed asset programs. 1832 Asset Management L.P. is a limited partnership, the general partner of which is wholly owned by Scotiabank. ® Dynamic Funds is a registered trademark of its owner, used under license.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Contact Information

  • For further information, please contact:

    Customer Relations Centre
    1-800-268-8186 
    www.dynamic.ca 

    Media Communications
    Joe Konecny
    416-933-1795