Dynamic Global Yield Private Pool

Investment Discipline

Tom Dicker and Eric Benner take a quality-value approach to stock selection that places emphasis on bottom-up fundamental research and valuation. They seek to invest in dividend-paying U.S. companies that are dominant within their industries thanks to enduring competitive advantages, strong balance sheets and best-in-class management teams.

Bill McLeod and Oscar Belaiche follow a capital protection philosophy in targeting primarily high quality “best-in- class” Canadian businesses with sustainable dividend income and the potential for dividend growth.

David Fingold employs a deliberately different, disciplined and opportunistic approach to investing and targets companies with high free cash flow generation, dividend growth and strong balance sheets.

Eric Benner uses bottom-up fundamental research to find businesses with sustainable competitive advantages and proven cash flow-generating abilities.

Marc-André Gaudreau offers exposure to a broad range of credit asset classes using a rigorous security selection process and a full range of risk management tools to protect capital.

Derek Amery focuses on high quality Canadian issuers. He tactically manages duration, sector allocation and foreign currency exposure utilizing a broad range of risk management tools.

Romas Budd uses a combination of investment strategies to generate risk adjusted total returns through both interest income and capital gains.

The Oversight Committee is responsible for monitoring at both the manager level and the overall Pool level.