Trimark co-founder receives Career Achievement Award
Nov. 29, 2012
/CNW/ - Invesco Canada took top honours in two categories at the 18
annual Morningstar Canadian Investment Awards and Gala held last night in
. These awards are designed to help identify fund managers that have added the greatest value for investors. The winning funds were:
- Trimark U.S. Companies Fund - Best U.S. Equity Fund
- Trimark U.S. Small Companies Class - Best U.S. Small/Mid Cap Equity Fund
In the past 10 years, Trimark's small cap team currently comprised of
, has garnered 11 separate awards, including 6 Canadian Investment Awards
and 5 Lipper Canada Awards
, recognizing the team's outstanding performance.
"It's always gratifying to be recognized for strong performance; we are very proud to receive this prestigious award," said Mr. Mikalachki, head of small-cap equities with Trimark Investments.
Arthur Labatt honoured
Invesco Canada congratulates Trimark co-founder
, who was presented with the Career Achievement Award at last night's gala. Trimark was founded in 1981, a time when equity investors faced formidable headwinds; the economy was in recession and interest rates were nearly 20%.
Despite these challenges, Labatt and his fellow co-founders built the company into one of
premier asset managers, thanks to an investment discipline that buys only top-quality companies, trading at a discount.
The Trimark discipline remains in place today as part of Invesco Canada.
The company is also pleased to be a finalist in seven additional categories, including:
- Best Fund of Funds/Wrap - Invesco Intactive
- Best Canadian Small/Mid Cap Equity category - Trimark Canadian Small Companies Fund
- Best Global Equity Fund category -Trimark Global Endeavour Fund
- Best Global Small/Mid Cap Equity Fund category- Trimark Global Small Companies Class
- Best International Equity Fund category - Invesco International Growth Fund
- Best Use of Technology category - Invesco Canada's iPad App
- Best Canadian Investment Marketing Award - Invesco Intactive
"For over 30 years, we have been committed to providing investors with a disciplined approach to investing that puts long-term performance first," said
, President of Invesco Canada. "These awards are a welcome recognition of that commitment."
2005 Trimark U.S. Small Companies Class - Best U.S. Small Mid-cap Equity Fund, 2006 Trimark U.S. Small Companies Class - Best U.S Small Mid-cap Equity Fund, 2007 Trimark US Small Companies Class -Best U.S Small Mid-cap Equity Fund, 2009 Trimark U.S Small Companies Class - Best U.S Small Mid-cap Equity Fund, 2011 Trimark U.S. Small Companies Class - Best U.S Small Mid-cap Equity Fund
2007 Trimark U.S. Small Companies Class - Best U.S. Small Mid-Cap Equity Fund (3 year), 2012 Trimark U.S. Small Companies Class- Best U.S. Small Mid-cap Equity Fund (1 year), 2012 Trimark U.S. Small Companies Class- Best U.S Small Mid-cap Equity Fund (3 year); 2012 Trimark Canadian Small Companies Fund- Best Canadian Focused Small Mid-cap Equity Fund (1 year); 2012 Trimark Global Small Companies - Best Global Small Mid-cap Equity Fund (1 year)
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Please read the simplified prospectus before investing. Copies are available from your advisor or Invesco Canada Ltd.