JovFunds Management Inc. is launching Jov Prosperity Funds, four mutual funds that combine different managers and investment styles to carry out Canadian Fixed Income and Canadian, U.S. and International Equity mandates.
T.E. Investment Counsel (TEIC) is the manager and portfolio manager of each Jov Prosperity Fund.
JovFunds, the administrator of the Jov Prosperity Funds, will assist TEIC with certain non-advisory management functions.
The Jov Prosperity Funds currently have assets in excess of $425 million and were previously only distributed to private managed account clients of TEIC.
TEIC has retained Addenda Capital Inc. and Canso Investment Counsel Ltd. to sub-advise the Jov Prosperity Canadian Fixed Income Fund.
Foyston, Gordon & Payne Inc., McLean Budden Limited and Fiduciary Trust Company of Canada, will sub-advise Jov Prosperity Canadian Equity Fund and employ value, core or “growth at a reasonable price” (GARP) investment styles.
Sanford C. Bernstein & Co., LLC, and McLean Budden will sub-advise Jov Prosperity U.S. Equity Fund and employ value or growth investment styles.
TEIC will employ value and GARP investment styles for Jov Prosperity International Equity Fund by investing in equity markets outside of Canada directly or through funds managed by other fund managers. Currently TEIC has selected funds managed by Brandes Investment Partners & Co. and Mawer Investment Management Ltd.
“With these funds, we are bringing institutional multi-manager, multi-style solutions to investors across Canada, providing them with well diversified portfolios that will participate in all market cycles,” says Steven Belchetz, president of TEIC.
TEIC provides customized multi-manager, multi-style investment solutions to both high net worth and institutional clients. TEIC currently manages in excess of $2.3 billion for its clients.