Dynamic Funds has enhanced its mutual fund platform with the launch of the Dynamic Aurion investment style and two new corporate class funds — Dynamic Aurion Canadian Equity Class and Dynamic Aurion Tactical Balanced Class.
Dynamic Funds is a division of Goodman & Company, Investment Counsel and an affiliate of Canada-based DundeeWealth. Aurion Capital Management will be sub-adviser to the two new funds.
Dynamic Aurion Equity Class is managed by Aurion co-founder Robert Decker and Aurion equities specialists Craig MacAdam and Greg Taylor who will apply an integrated process of portfolio management, trading and research to actively manage a growth-biased portfolio with market-like risk and valuation characteristics.
Dynamic Aurion Tactical Balanced Class is jointly managed by the Dynamic Aurion equities team and Aurion vice president and fixed income expert Christine Horoyski. The portfolio managers will aim to generate excess return by taking actively managed positions in the portfolio as well as tactically moving between equities and fixed income securities.
David Goodman, president and CEO of DundeeWealth, said: We are excited to introduce a new investment style to Dynamic Funds clients that is supported by more than 55 years of combined institutional experience. He further added “Aurion’s institutional influence will give financial advisors access to a unique approach to achieving risk-adjusted returns in various asset classes.
