Portfolio Managers

 

imaxx Managers

 


 

 

 

 

 

 

 


 
 


imaxx™ individual building block funds meet very specific investor objectives such as income, growth or capital preservation. They also enable investors to fine-tune existing portfolios by enhancing style, capitalization, geography or sector diversification. AEGON Fund Management is proud to present our three subadvisors for the imaxx individual building block funds.

AEGON Capital Management Inc. (Toronto, Canada)

AEGON Capital Management Inc. makes investment decisions as a team. Promising ideas are presented by individual managers and then explored in depth with their colleagues. Clients benefit from the collective knowledge of all investment professionals every time a buy or sell is made. At the same time, the agile team moves quickly to exploit the opportunities they uncover.

The experienced and technically savvy equity and fixed-income managers are personally committed to success of their investors portfolios, with an equity stake in the business. Rewarding their investment professionals on the basis of performance means that the relationship with their clients rests firmly on two common goals: exceptional investment results and superior service. Furthermore, dedicated team members in Canada are integrated with the investment professionals of AEGON N.V., including Transamerica Investment Management LLC, located in California, and Scottish Equitable plc, located in Edinburgh, United Kingdom.

Why AEGON Fund Management included AEGON Capital Management within the imaxxFunds™:

  • Committed to a growth-oriented investment style.
  • Disciplined team approach to investment management.
  • Part of the worldwide AEGON Group of Companies.
  • Oversight of all of the sub-advised imaxxFunds.

Funds Managed

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Foyston, Gordon & Payne Inc. (Toronto, Ontario)

Foyston, Gordon & Payne Inc. manages investment portfolios for pension funds, group RRSP's, foundations, corporate clients and individuals with a minimum of $500,000. Assets under management have a market value of approximately $13.4 billion (as of August 31, 2008).

Read the most current and up-to-date marketing piece on Foyston, Gordon and Payne. Click  here.

Funds Managed

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Transamerica Investment Management LLC (Los Angeles, CA)

Transamerica Investment Management, LLC (TIM) is an SEC-registered investment advisor with approximately $15.2 billion in equity and fixed income assets under management (as of July 31, 2009) for institutional, separate account and mutual fund portfolios. TIM is registered in Ontario as a non-Canadian Advisor (Investment Counsel and Portfolio Manager). Its research-driven investment process has been employed and refined since 1967. TIM's investment process emphasizes fundamental research, strong teamwork, and analysis across companies' capital structures and seeks to identify high-quality companies with the potential to outperform over market cycles.

Each fund has its own fund manager and co-manager, who are both supported by a team of investment analysts. The managers and analysts share research, data and ideas; when new investments are brought to the table, tough questions get asked and the answers must stand up to the rigorous examination of the entire team. The fund managers then make the buy and sell decisions.

In managing U.S. Equities, Transamerica Investment Management takes a 'bottom-up' approach. They look at industry and economic trends, but their main focus is on researching individual companies and investing in the strongest ones. The result is a portfolio with generally fewer than 50 companies they feel have the best long-term growth opportunities. The investment philosophy is simple: find companies that are the best at what they do, and invest for the long run.

Why AEGON Fund Management included Transamerica Investment Management within the imaxxFunds:

  • Committed to a growth-oriented investment style.
  • Disciplined team approach to investment management.
  • Part of the worldwide AEGON Group of Companies.

Funds Managed

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This Web site does not constitute a solicitation or offer to purchase or sell any securities.
Funds are currently qualified for sale in the provinces of Canada.