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SharePortfolio Managers
At the core of Dynamic's innovative range of investment products is its experienced team of investment professionals.
Oscar Belaiche
HBA, FICB, CFA
Expertise:
Equity income investing
Oscar Belaiche joined Dynamic in 1997. As Vice President and portfolio manager, he is head of the award-winning Equity Income team, managing over $9 billion in assets.
Domenic Bellissimo
MBA, CFA
Expertise:
Fixed income investing
Domenic joined Dynamic in 2005. He is a key member of the Fixed Income team, led by award-winning portfolio manager Michael McHugh, that manages more than $6 billion in assets.
Ray Benzinger
BA, CA, CFA
Expertise:
Venture capital
Ray Benzinger is President and portfolio manager of the Dynamic Venture Opportunities Fund, one of Canada’s oldest, top-performing labour-sponsored investment funds.
Noah Blackstein
BA, CFA
Expertise:
US and global growth stocks
Noah Blackstein is responsible for management of the U.S. and global growth portfolios for Dynamic.
Robert Cohen
BASc. (Min. Process Eng.), MBA, CFA
Expertise:
Gold and precious metals, metals and minerals
A mineral process engineer by training, Robert Cohen has nearly 20 years combined experience in the mining industry and is lead portfolio manager for Dynamic Precious Metals Fund and Dynamic Strategic Gold Class.
Tom Dicker
Hons. B.Comm., CFA
Expertise:
Real Estate and Equity Income Investing
Tom Dicker joined Dynamic in 2011 as a portfolio manager and member of the award-winning Equity Income team. His focus is to find best-in-class businesses among securities in the real estate sector.
Yassen Dimitrov
MBA, CFA
Expertise:
Canadian and global financial stocks
Yassen joined Dynamic as an investment analyst on the Power team in January 2008.
Adam Donsky
BA, CFA
Expertise:
North American Equities, Focus Investing
Adam Donsky is lead portfolio manager of Dynamic Blue Chip Funds (formerly known as Focus+ Funds), which includes the Dynamic Blue Chip Equity Fund and Dynamic Blue Chip Balanced Fund. He also manages Dynamic Contrarian Fund*.
* Assumed fund management of Dynamic Contrarian Fund in October 2011.
Izet Elmazi
BComm., CA, CFA
Expertise:
Global equities and value investing
Izet has over 12 years of experience analyzing companies. He joined Dynamic in 2008 and is co-manager of Dynamic Global Dividend Value Fund and Dynamic Global Dividend Value Class.
David L. Fingold
BSc. Management
Expertise:
Canadian, US and international equities, value investing
David L. Fingold has been a key member of Dynamic’s Value team since his arrival in 2002 and is lead portfolio manager for a number of US and Global Value funds, as well as Dynamic Canadian Dividend Fund.
Jason Gibbs
BAcc., CA, CFA
Expertise:
Global infrastructure and equity income investing
Jason Gibbs joined Dynamic in 2000. He became an analyst in 2002 and portfolio manager in 2007.
Alex Lane
Hons. BComm., CFA
Expertise:
Canadian and global growth stocks
Alex Lane is a multi-award-winning portfolio manager for the Power team. Alex joined Dynamic in 2000 and has over 14 years of investment experience.
Michael McHugh
BA (Hons.), MA, CFA
Expertise:
Fixed income investing
Award-winning portfolio manager Michael McHugh joined Dynamic in 1996. He is responsible for the management of over $6 billion in fixed-income assets.
Cecilia Mo
MBA
Expertise:
North American equities, Core value investing
Cecilia Mo joined the Value team of Dynamic as portfolio manager in 2011.
Vishal Patel
BComm. (Hons.), CFA
Expertise:
Canadian and emerging markets, growth investing
Vishal Patel has over 10 years of experience in the financial services industry and is a member of the award-winning Power team headed by Rohit Sehgal. He has spent the past five years researching investment opportunities in both emerging and developed markets. Vishal covers a wide range of companies in a diverse group of sectors on a global basis and joined Dynamic full time in 2005.
Rohit Sehgal
BA (Hons.), CFA
Expertise:
Canadian and emerging markets, growth equities and macro-economic fundamentals
Rohit Sehgal is regarded as Canada’s premier growth manager. He has over 38 years industry experience and is Dynamic’s chief investment strategist and a manager of Dynamic’s Power funds. He joined Dynamic in 1998.
Jennifer Stevenson
B.Comm., MBA
Expertise:
Global energy and equity income investing
Jennifer Stevenson joined Dynamic in 2010 as a portfolio manager and member of the award-winning Equity Income team.
Chuk Wong
BBA, MSc., CGA, CFA
Expertise:
Far East, international equities and value investing
Chuk Wong has been a member of the global equities team at Dynamic since 1996, and is lead portfolio manager of a number of global and regional Dynamic Value funds.
Benjamin Zhan
MBA, CFA
Expertise:
Global equities and value investing
Benjamin Zhan joined Dynamic in 2003 as a research analyst with the Canadian equities team where his focus was on global real estate. In 2005 he joined the global value team, assisting Chuk Wong with a number of global and regional portfolios, and covering multiple industries.
Portfolio Soulutions
Jason Agaby
CFA, CIM, FCSI, CFP
Expertise:
Portfolio Solutions
Jason Agaby oversees Dynamic’s suite of managed portfolio solutions, including DynamicEdge and Marquis, and is Chairman of the Portfolio Solutions Oversight Committee. His over 20 years of investment experience includes senior roles in product management, financial advisory and in the trading room.