The Preferred Share Investment Team

NexGen Canadian Preferred Share Funds

Sub-advisor: J. Zechner Associates 

 

 

Jeff Herold, CFA, Lead Manager

Jeff Herold is also sub-advisor to multiple fixed income mandates and has more than 30 years of experience investing in preferred shares.


» Jeff Herold - Bio

 

 

 

Dax Letham, Portfolio Manager, CFA
  • Trading and issue analysis
  • 17 years investment experience
Ian Clare, Portfolio Manager, CFA
  • Credit and issue analysis
  • 24 years investment experience
  • Preferred share experience from mid 1990's                            
 

Canadian Preferred Share Updates

Canadian Preferred Share Updates

Here are the team’s comments on the preferred share market and the NexGen Canadian Preferred Share Funds:
» Updates

 

 

Commentaries

Jeff Herold's Monthly Portfolio Jeff Herold's monthly portfolio commentaries provide insight into how the NexGen Canadian Preferred Share Funds are being managed.
» More

NexGen Canadian Preferred Share Funds

NexGen Canadian Preferred Share Funds NexGen Canadian Preferred Share Funds
» Fund Profile (Web)