Dynamic Funds Tuesday announce the addition of Cecilia Mo as vice president and portfolio manager.
Mo has been appointed lead manager of the following mutual funds, effective immediately, taking over from David Taylor who has resigned from Dynamic Funds:
- Dynamic Value Fund of Canada
- Dynamic Canadian Value Class
- DMP Canadian Value Class
- Dynamic Dividend Value Fund
- Dynamic Protected Dividend Value Fund
- Dynamic Value Balanced Fund
- Dynamic Value Balanced Class
- DMP Value Balanced Class
Last week, Mo resigned as a portfolio manager on the Canadian team of Fidelity Investments Canada LLC, where she was responsible for approximately $3.5 billion in assets under management.
Mo has more than 15 years of industry experience and a strong performance track record, having delivered consistent returns with downside protection on various equity mandates. She is an award-winning portfolio manager recognized for both short and long-term risk-adjusted performance.
Prior to her time at Fidelity, Mo worked as a value-oriented analyst at a New York-based institutional asset management company.
“Cecilia adds bench strength for the future and will enhance continuity as we embrace our roots as value managers,” says David Goodman, president and CEO of Dynamic Funds. “Her proven portfolio construction and risk management techniques complement our existing expertise.”
Mo has a Masters in Business Administration from the Wharton School of the University of Pennsylvania and a Bachelor of Arts from the University of British Columbia.
In other changes, Dynamic Funds portfolio manager David L. Fingold is taking over as lead manager of Dynamic Canadian Dividend Fund, Dynamic Canadian Dividend Class and DMP Canadian Dividend Class from Taylor.
“On behalf of everyone here at Dynamic, I want to thank David Taylor for nine years of good service to the firm,” adds Goodman. “He has played an important role in the expansion of the Dynamic fund family and we wish him all the best in the future.”
Separately, Dynamic announced that Adam Donsky will assume portfolio management responsibilities for Dynamic Contrarian Fund effective immediately.
Donsky is vice president and portfolio manager at Dynamic Funds and a member of Dynamic’s Blue Chip investment team.
He is lead portfolio manager of Dynamic Blue Chip Balanced Class, Dynamic Blue Chip Equity Fund and Dynamic Blue Chip Balanced Fund.
Dynamic Funds is a division of Goodman & Company, Investment Counsel Ltd., which is a subsidiary of DundeeWealth Inc. DundeeWealth is a wholly owned subsidiary of Bank of Nova Scotia.