Brought to you by Canadian Investment Review and The Richard Ivey School of Business

Goodman & Company Institutional Investment is a division of Dundee Wealth Management Inc., a publicly traded company on the Toronto Stock Exchange. Goodman focuses on alternative investments for pensions, endowments, foundations and other similar pools of capital. The purpose is to create value by isolating profit opportunities from the effects of public markets and generate absolute returns as opposed to returns relative to a market index. This includes hedge funds and fund of funds.

Dundee Wealth Management is an integrated financial services company with over 1,000 employees in offices in Vancouver, Toronto and Montreal. Companies affiliated through Dundee’s parent company, Dundee Bancorp, are located in New York City, Bermuda and Cayman Islands.

The roots of Dundee can be traced back to 1957 and a 50-member investment club. In 1963, this club was used to create Dynamic Mutual Funds in order to offer services to the general public. Today, Dynamic offers more than 55 separate mutual funds to more than 350,000 investors. All major investment styles are offered through professional investment advisors: growth, value, focus plus, style-diversified and specialty. In addition, a multi-manager, multi-style program is offered through the Viscount Wealth Management product line, which includes independent performance and compliance monitoring.

Dundee Wealth has three other operating subsidiaries, Dundee Securities, Dundee Private and Dundee Insurance, providing securities research and brokerage, insurance brokerage, investment product distribution, financial planning and advisory services. Through its parent and affiliates, Dundee offers non-traditional investment products, including real estate services and management through Dundee Realty and private equity and merchant banking investment activities through Dundee Bancorp. Leeds Management Services provides investment administration services in Bermuda and Cayman. Dundee Bank provides offshore banking and custodial services.

Goodman and Dundee are deeply committed to industry best practices and assuming an active role in the evolution of the highest standards of governance in the investment industry worldwide. Independent governors and consultants are used to monitor our investment practices and portfolios. We strive for both good performance and good performance quality: simply stated, performance that is sustainable, transparent and in compliance with client expectations.

   
 
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