The 2004 Canadian Investment Awards winners
by Matthew Elder | 4 Dec 04
Manager of the Decade award highlights gala's 10th...
Canadian Dividend Fund of the Year
BMO Dividend
(BMO Investments Inc.)

Canadian Equity Fund of the Year
CI Canadian Inves...
Asian Equity Fund of the Year
Clarington Asia Pacific
(Clarington Funds Inc.)

Emerging Markets Equity Fund of the Year
Te...
Global Equity Segregated Fund of the Year
SunWise Trimark Select Growth
(CI Mutual Funds Inc.)

Labour Sponsored Investmen...
Best New Initiative of 2004
Legacy
(First Asset Advisory Services Inc.)

Career Achievement
Alexander Christ
(Mackenzie Fi...
The 2004 Canadian Investment Awards winners
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The 2004 Canadian Investment Awards winners

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The 2004 Canadian Investment Awards winners

  1. 1. The 2004 Canadian Investment Awards winners by Matthew Elder | 4 Dec 04 Manager of the Decade award highlights gala's 10th anniversary. If investors were unsure who Francis Chou was a year or two ago, it's unlikely the mystery has prevailed. The media- shy manager of several top-performing mutual funds received major recognition at the Canadian Investment Awards for the second straight year. At a gala held last night at Roy Thomson Hall in downtown Toronto, Chou was named Morningstar Fund Manager of the Decade, a special award established to commemorate the awards gala's 10th anniversary. At last year's event, his two principal funds, Chou RRSP and Chou Associates, were named Canadian Equity Fund of the Year and U.S. Equity Fund of the Year respectively. It also hasn't hurt that Chou RRSP had a 10-year compound annual return of 17.3% at Oct. 31, compared with 7.8% for the Morningstar Canadian Equity Mutual Fund Index. "The major factor that contributed to the higher-than-average returns and lower-than-average volatility is the principle we follow -- and that principle is called the margin of safety," Chou told gala attendees after accepting the award. "Simply put, we buy a company for 50 cents when it is worth a dollar." A second special award marking the event's first decade went to Joe Canavan, who was named Person of Influence of the Decade in a vote by fellow industry executives. Canavan's career has included major posts at Fidelity Investment Canada Ltd. and GT Global, the launch of his own firm, Synergy Asset Management, and most recently a move to Assante Corp., a major independent investment-advisory firm. Among notable 2004 award winners was Mackenzie's Fred Sturm as Analyst's Choice Fund Manager of The Year. Sturm's Mackenzie Universal Canadian Resources gained 30% during the year ended Oct. 31. Kim Shannon's CI Canadian Investment was named Canadian Equity Fund of the Year, while Satish Rai's TD Canadian Bond was the top Canadian Income Fund. The winner in the hot Canadian Income Trust category was CI Signature High Income, while Mackenzie Cundill Value was recognized as the top Global Equity fund. The 2004 Career Achievement Award went to Alexander Christ, the co-founder of Mackenzie Financial Corp. who oversaw the Industrial Growth Fund for more than a quarter century. Here is the complete list of 2004 Canadian Investment Award winners: Asset Class Awards Canadian Income Fund of the Year TD Canadian Bond (TD Mutual Funds) Canadian Balanced Fund of the Year TD Monthly Income (TD Mutual Funds)
  2. 2. Canadian Dividend Fund of the Year BMO Dividend (BMO Investments Inc.) Canadian Equity Fund of the Year CI Canadian Investment (CI Mutual Funds Inc.) Canadian Small Cap Equity Fund of the Year Mawer New Canada (Mawer Investment Management) Canadian Income Trust Fund of the Year CI Signature High Income (CI Mutual Funds Inc.) Canadian Mortgage Fund of the Year National Bank Mortgage (National Bank of Canada) US Equity Fund of the Year RBC O'Shaughnessy US Value (RBC Asset Management Inc.) International Equity Fund of the Year Trimark International Companies (AIM Trimark Investments) Global Balanced and Asset Allocation Fund of the Year Trimark Global Balanced (AIM Trimark Investments) Global Equity Fund of the Year Mackenzie Cundill Value (Mackenzie Financial Corporation) Foreign Bond Fund of the Year AGF Global Government Bond (AGF Funds Inc.) High Yield Bond Fund of the Year Northwest Specialty High Yield Bond (Northwest Mutual Funds Inc.) European Equity Fund of the Year Trimark Europlus (AIM Trimark Investments)
  3. 3. Asian Equity Fund of the Year Clarington Asia Pacific (Clarington Funds Inc.) Emerging Markets Equity Fund of the Year Templeton Emerging Markets (Franklin Templeton Investments Corporation) Financial Services Equity Fund of the Year AGF Global Financial Services Class (AGF Funds Inc.) Healthcare Equity Fund of the Year Talvest Global Health Care (Talvest Fund Management Inc.) Natural Resources Equity Fund of the Year Mackenzie Universal Canadian Resource (Mackenzie Financial Corporation) Precious Metals Equity Fund of the Year AGF Precious Metals (AGF Funds Inc.) Real Estate Equity Fund of the Year Dynamic Focus + Real Estate (Dynamic Mutual Funds Ltd.) Science and Technology Equity Fund of the Year Northwest Specialty Innovations (Northwest Mutual Funds Inc.) U.S. Small and Mid Cap Equity Fund of the Year TD U.S. Small-Cap Equity (TD Mutual Funds) Canadian Income Segregated Fund of the Year Great-West Life Income (M) Segregated (Great-West Life Assurance Company) Canadian Balanced Segregated Fund of the Year Mackenzie Cundill Canadian Balanced Segregated (Mackenzie Financial Corporation) Canadian Equity Segregated Fund of the Year Mackenzie Cundill Canadian Security Segregated (Mackenzie Financial Corporation)
  4. 4. Global Equity Segregated Fund of the Year SunWise Trimark Select Growth (CI Mutual Funds Inc.) Labour Sponsored Investment Fund of the Year Golden Opportunities (Westcap Management Ltd.) Business Trust of the Year BFI Canada Income Fund (BFI Canada) Oil & Gas Trust of the Year Arc Energy Trust (ARC Resources Ltd.) Real Estate Investment Trust of the Year RioCan Real Estate Investment Trust (RioCan Real Estate Investment Trust) Utility Trust of the Year Fort Chicago Energy Partners L.P. (Fort Chicago Energy Partners L.P.) Opportunistic Strategy Hedge Fund Award Sprott Hedge Fund L.P. (Sprott Asset Management Inc.) Relative Value Strategy Hedge Fund Award SciVest Market Neutral Equity (SciVest Alternative Strategies Inc.) Fund of Hedge Funds Award Abria Diversified Arbitrage Trust (Abria Financial Group Ltd.) Special Awards Analysts' Choice Fund Manager of the Year Fred Sturm (Mackenzie Financial Corporation) Analysts' Choice Fund Company of the Year TD Mutual Funds Best Use of Technology 2004 Find Success on the Big Screen (ScotiaMcLeod Direct Investing)
  5. 5. Best New Initiative of 2004 Legacy (First Asset Advisory Services Inc.) Career Achievement Alexander Christ (Mackenzie Financial Corporation) Person of Influence of the Decade Joe Canavan (Assante Corporation) Imagine Socially Responsible Investment Fund of the Year Ethical Canadian Dividend (Ethical Funds) 2004 Imagine Corporate Citizenship Award Coast Capital Savings Credit Union YMCA Investment in Values Challenge Award AGF Funds Inc. Morningstar Fund Manager of the Decade Francis Chou (Chou Associates Management Inc.) Advisors' Choice Favourite Investment Fund Company of the Year AIM Trimark Investments Canadian Investment Marketing Awards • PD Network Live (AIM Trimark Investments) • BluMont Man Multi-Strategy Notes (BluMont Capital) • Power E*Trade "Mouse" Campaign (E*TRADE Canada) • Outlook and Opportunities Forum 2004 "Feet on the Street" (Franklin Templeton Investments Corporation) • Live Your Dream (Investment Planning Counsel Canada)

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