Bringing you live news and features since 2006 

Sentry Investments adds two senior portfolio managers


Sentry Investments has added two senior portfolio managers to its investment team.

They are Lieh Wang, vice-president and senior portfolio manager, North American equity capabilities, and Paul Johnson, vice-president and senior portfolio manager, who will head up the global equity team.
"Over the past couple of years, we have added some exceptional talent to our investment team, providing us with greater depth and capability in many key areas, including fixed income and North American equities. We also introduced Gaelen Morphet as our new chief investment officer last fall," says Philip Yuzpe (pictured), president and chief executive officer, Sentry Investments. "With each of those hires, and now with the exciting additions of Lieh and Paul, we are continuing to build upon our culture of investment excellence and our goal of being the leading independent investment manager in Canada."
Wang replaces Michael Simpson as manager on Sentry Growth and Income Fund, and will manage a new options sleeve for Sentry Alternative Asset Income Fund. Simpson will continue to manage the company's flagship fund, Sentry Canadian Income Fund, and his many other mandates.
Wang has more than 20 years of financial industry experience, including extensive experience managing options strategies. He has held senior positions at several notable financial companies. Prior to joining Sentry, he worked for a major Canadian insurance firm. During that time, he headed up the Canadian equity team and managed the firm's largest mandate, which held approximately USD2 billion in assets. Most recently, he was the manager of the firm's US equity mandate and was the lead member of the Asset Mix Oversight team.
Johnson replaces Michael Missaghie and Gajan Kulasingam as lead manager on Sentry's global and international equity funds. Aubrey Hearn, who heads up the US equity team, will join the global equity funds as a co-manager to focus on US equities, while Johnson will focus on international equities.
The global funds include Sentry Global Growth and Income Class, Sentry Global Growth and Income Fund, Sentry Global Mid Cap Income Fund, Sentry Global Monthly Income Fund and Sentry Global Equity Income Private Pool Class.
Johnson will assume sole management responsibilities for Sentry International Equity Income Private Pool Class and Sentry International Equity Income Private Trust, and the international component of Sentry's multi-managed portfolios, including Sentry Global Balanced Yield Private Pool Class and Sentry's Personal Pension Portfolios.
Kulasingam and Missaghie will continue to play important roles on the global team, and will remain as lead managers for Sentry Global Infrastructure Fund and Sentry Global REIT Fund, respectively.
Johnson has more than 25 years of financial industry experience in Canada and the UK, including extensive expertise in managing global and international equity mutual funds, and institutional mandates. Previously, Johnson worked for a major Canadian financial institution, during which time, he was a senior portfolio manager on global and international equity mandates, with more than USD2 billion in assets under management and a focus on mid- and large-capitalisation securities. He also served as the global equity adviser to the organisation's Investment Strategy Committee.
"Lieh and Paul both have a tremendous amount of experience and expertise that will benefit Sentry, our advisors and their clients. I am very pleased that they chose to join our team," says Gaelen Morphet, chief investment officer, Sentry Investments. "Our investment team is highly collaborative and will benefit from the specific and unique skillset that these senior managers offer, and that will help us deepen and broaden our overall capability."

Latest News

HSBC Asset Management’s (HSBC AM) ETF and Indexing business has passed USD100 billion in assets under management (AUM), reflecting its..
Amundi’s ETF Market Flows Analysis for April reveals that investors added EUR54.1 billion to global ETFs in April with equities..
VanEck has reached USD10 billion in assets under management in Europe for the first time in April 2024...
Global index revenues increased 9.3 per cent in 2023, totalling a record USD5.8 billion, according to a benchmark study published..

Related Articles

Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Sean O' Hara
Pacer ETFs has announced the launch of three Cash Cows UCITS ETFs. The firm writes that this will give European...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by