BPM October 2010.indd - Benefits and Pensions Monitor

als: 48 Established: 1984 Minimum Investment
- Separate: $2.1M Style - Size Bias: Small, Mid Cap
Style Bias: Core Management: Active Fixed Income:
Active Bonds: Duration, Credit
EIM MANAGEMENT (USA) INC. Brian Brooks,
Director, Business Development; 750 Lexington Ave., 27th
Floor, New York, NY 10022 PH: 212-371-9000 Fax: 212-
371-9111 eMail: bbrooks@eimusa.com Investment
Professionals: 12 Established: EIM Group - 1992,
EIM USA - 1999 Minimum Investment - Separate:
$52M (typically) Style - Management: Active Other:
Fund of Hedge Fund
FENGATE CAPITAL MANAGEMENT Lou Serafi ni
Jr., President; 5000 Yonge St., Ste. 1805, Toronto, ON M2N
7E9 PH: 416-488-4184 Fax: 416-488-3359 eMail:
info@fengatecapital.com Web: www.fengatecapital.
com Investment Professionals: 38 Established:
1974 Minimum Investment - Pooled: $100,000
Separate: $10M Style - Size Bias: Small Cap Style
Bias: Value Management: Active
FIERA CAPITAL INC. Sam Reda, Vice-chairman; 1501
McGill College Ave., Ste. 800, Montreal, QC H3A 3M8
PH: 514-954-3300 Fax: 514-954-3325 eMail: sreda@
fi eracapital.com Web: www.fi erasceptre.ca Investment
Professionals: 38 Established: 2003 Style -
Size Bias: Small, Mid, Large Cap, All Cap Style Bias:
Value, Growth, Core Management: Active, Passive
Fixed Income: Active, Passive Bonds: Duration, Credit,
Yield Curve
FOSTER & ASSOCIATES Hugh L. Innes, Director,
Client Relations; 350 Bay St., Ste. 800, Toronto,
ON M5H 2S6 PH: 416-369-3203 Fax: 416-369-1070
eMail: hinnes@fostergroup.ca Web: www.fostergroup.
ca Investment Professionals: 5 Established: 1994
Minimum Investment - Separate: $60M Style -
Size Bias: All Cap; Style Bias: GARP Management:
Active Fixed Income: Active Bonds: Duration, Credit,
Yield Curve
FOYSTON, GORDON & PAYNE INC. David
Adkins, Senior Vice-president; 1 Adelaide St. E., Ste.
2600, Toronto, ON M5C 2V9 PH: 416-362-4725 Fax:
416-367-1183 eMail: mciafardoni@foyston.com
Web: www.foyston.com Investment Professionals:
18 Established: 1980 Minimum Investment
- Pooled: $5M Separate: $25M Style - Size Bias:
Small, Large, All Cap Style Bias: Value Management:
Active Fixed Income: Active Bonds: Duration, Credit,
Yield Curve
Benefits and Pensions Monitor – October 2010
2010 Annual Directory
FRANKLIN TEMPLETON INSTITUTIONAL Duane
Green, Senior Vice-president, Institutional Investment
Services; 200 King St. W., Ste. 1400, Toronto, ON M5H
3T4 PH: 416-957-6165 Fax: 416-364-6643 eMail:
dgreen2@franklintempleton.ca Web: www.franklintempletoninstitutional.ca
Investment Professionals: 486
Established: 1940 Minimum Investment - Pooled:
$1M Separate: $20M Style - Size Bias: Small, Mid,
Large, All Cap Style Bias: Value, Growth, GARP, Core
Management: Active Fixed Income: Active Bonds:
Credit, Yield Curve
GE ASSET MANAGEMENT CANADA Keith G.
Smith, President, GE Asset Management Canada; 2300
Meadowvale Blvd., Mississauga, ON L5N 5P9 PH: 905-
858-6683 Fax: 905-858-5218 eMail: keith.smith@
corporate.ge.com Web: www.geam.com/can/index.html
Investment Professionals: 163 Established: 1988
Minimum Investment - Pooled: $10M Separate:
$25M Style - Size Bias: Mid, Large Cap Style Bias:
Value, Growth, GARP, Core Management: Active
GENUS CAPITAL MANAGEMENT Christy McLeod,
Portfolio Manager; 6th Floor - 900 West Hastings St.,
Vancouver, BC V6C 1E5 PH: 604-683-4554 Fax: 604-
683-7294 eMail: cmcleod@genuscap.com Web: www.
genuscap.com Investment Professionals: 13 Established:
1989 Minimum Investment - Pooled: $1M
Separate: $10M Style - Size Bias: Mid, Large Cap
Style Bias: Core Management: Active Fixed Income:
Active Other: Core Fixed Income - Top-down Approach,
Interest Rate Anticipation, Yield Curve Management,
Trading Among Sectors, Individual Security Selection,
Credit Analysis
GOLDMAN SACHS ASSET MANAGEMENT, LP
Jim McNamara, Managing Director, Head of Global Third
Party & North American Institutional Distribution; 200 West
St., New York, NY 10282 PH: 212-902-1000 Fax: 212-
428-3150 Web: www.gs.com Investment Professionals:
564 Established: 1988 Minimum Investment -
Pooled: Varies by product Separate: Varies by product
Style - Size Bias: Small, Mid, Large, All Cap Style Bias:
Value, Growth, GARP, Core Management: Active Fixed
Income: Active Bonds: Duration, Credit, Yield Curve
GOODMAN & COMPANY INVESTMENT
COUNSEL Bruce Ferman, Executive Vice-president
- Head of DW Investment Counsel; 1 Adelaide St. E.,
Toronto, ON M5C 2V9 PH: 416-350-5111 eMail: bferman@goodmanprivate.com
Web: www.goodmanprivate.com
Investment Professionals: 28 Established:
1985 Style - Size Bias: Small, Mid, Large, All Cap Style
Bias: Value, Growth, Core Management: Active Fixed
Income: Active Bonds: Duration, Credit, Yield Curve
GREYSTONE MANAGED INVESTMENTS INC.
Louis Martel, Managing Director & Chief Client Strategist;
300-1230 Blackfoot Dr., Regina, SK S4S 7G4 PH: 306-779-
6400 Fax: 306-584-0552 eMail: louis.martel@greystone.
ca Web: www.greystone.ca Investment Professionals:
41 Established: 1988 Minimum Investment - Pooled:
$20M Separate: $50M Style - Size Bias: Mid, Large Cap
Style Bias: Growth Management: Active Fixed Income:
Active Bonds: Duration, Credit, Yield Curve
GRYPHON INVESTMENT COUNSEL INC. Michael
Pears, Managing Partner; 20 Bay St., Ste. 1905, Toronto,
ON M5J 2N8 PH: 416-364-2299 Fax: 416-362-5552
eMail: clientservices@gryphon.ca Web: www.gryphon.
ca Investment Professionals: GIC - 6, GIIC - 6 Established:
1981 Minimum Investment - Pooled: $5M
Separate: Specialty Segregated - $10M, Balanced Segregated
- $20M, Private - $1M Style - Size Bias: Mid, Large
Cap Style Bias: GARP Management: Active Fixed
Income: Active Bonds: Duration, Yield Curve
GUARDIAN CAPITAL LP Joyce Hum, Vice-president,
Consultant Relations; 199 Bay St., Commerce Court West,
Ste. 3100, Toronto, ON M5L 1E8 PH: 416-947-4098
Fax: 416-364-9634 eMail: jhum@guardiancapital.com
Web: www.guardiancapitallp.com Investment Professionals:
28 Established: 1962 Minimum Investment
- Pooled: $1M Separate: Varies by mandate
Style - Size Bias: All Cap Management: Active Fixed
Income: Active Bonds: Credit, Yield Curve
GWL INVESTMENT MANAGEMENT LTD. Patrick
J. Clarke, Vice-president, Investment Counselling; 100
Osborne St. N., Winnipeg, MB R3C 3A5 PH: 204-946-
8701 Fax: 204-946-8818 eMail: sara.mosher@gwlim.
ca Web: www.gwlim.ca Investment Professionals: 11
Established: 1981 Minimum Investment - Pooled:
$1M Separate: $10M Style - Size Bias: Mid, Large, All
Cap Style Bias: Growth Management: Active, Passive
Fixed Income: Active Bonds: Duration - 50%, Credit -
25%, Yield Curve - 25%
HEXAVEST INC. Nadia Cesaratto, Director, Client
Services & Business Development; 1100 Rene-Levesque
Blvd. W., Ste. 1340, Montreal, QC H3B 4N4 PH: 514-390-
5845 Fax: 514-390-1184 eMail: ncesaratto@hexavest.
com Web: www.hexavest.com Investment Professionals:
8 Established: 2004 Minimum Investment
- Pooled: $5M Separate: $30M Style - Size Bias:
All Cap Style Bias: Value, Core Management: Active
Other: Core style with Value Tilt
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