| Date | Description |
|---|
| 2023-07-16 |
delete person Anthony Griffiths |
| 2023-05-03 |
update person_title Veeral Khatri: Chief Investment Officer => Chief Investment Officer; Portfolio Manager |
| 2023-04-02 |
insert chiefinvestmentofficer Veeral Khatri |
| 2023-04-02 |
update person_description Veeral Khatri => Veeral Khatri |
| 2023-04-02 |
update person_title Veeral Khatri: Portfolio Manager of the Opportunity Fund; Firm in 2006 As a Research Analyst => Chief Investment Officer |
| 2023-01-28 |
insert otherexecutives Alex Davidson |
| 2023-01-28 |
update person_title Alex Davidson: Director and Senior Adviser to => Director |
| 2022-10-25 |
update person_title Rick Sutin: General Counsel for the Bullet ID Corporation => null |
| 2020-06-11 |
update person_title Veeral Khatri: Portfolio Manager of the Adaly Fund; Firm in 2006 As a Research Analyst => Portfolio Manager of the Opportunity Fund; Firm in 2006 As a Research Analyst |
| 2020-01-05 |
delete person Timothy Casgrain |
| 2019-10-06 |
update person_title Veeral Khatri: Portfolio Manager of the Canadian Value Fund; Firm in 2006 As a Research Analyst => Portfolio Manager of the Adaly Fund; Firm in 2006 As a Research Analyst |
| 2019-08-05 |
delete person Violeta Almeida |
| 2019-08-05 |
update person_description Rick Sutin => Rick Sutin |
| 2019-08-05 |
update person_title Rick Sutin: Co - Chair of Norton Rose; Senior Partner => General Counsel for the Bullet ID Corporation |
| 2019-07-06 |
delete person John Dynes |
| 2019-06-05 |
delete person Kyle McKay |
| 2019-04-05 |
delete person Jon Haick |
| 2018-10-23 |
delete cfo Victoria Hong |
| 2018-10-23 |
insert cfo Ian Gunnell |
| 2018-10-23 |
delete person Victoria Hong |
| 2018-10-23 |
insert person Ian Gunnell |
| 2018-08-05 |
insert person David Feather |
| 2017-11-25 |
delete otherexecutives Struan Robertson |
| 2017-11-25 |
delete person Daniel Klass |
| 2017-11-25 |
delete person Struan Robertson |
| 2017-11-25 |
insert person Benjie Thomas |
| 2017-07-09 |
delete person Carolyn Poirier |
| 2017-07-09 |
update person_description Martin Braun => Martin Braun |
| 2017-07-09 |
update person_title Alex Davidson: Chartered Investment Manager; Portfolio Manager => Chartered Investment Manager |
| 2017-04-05 |
delete cfo Danny Richardson |
| 2017-04-05 |
insert cfo Victoria Hong |
| 2017-04-05 |
delete person Danny Richardson |
| 2017-04-05 |
insert person Victoria Hong |
| 2017-02-07 |
update person_title Veeral Khatri: Co - Portfolio Manager of the Patriot Trust => Co - Portfolio Manager of the Canadian Value Fund |
| 2016-11-24 |
insert otherexecutives Struan Robertson |
| 2016-11-24 |
insert person Struan Robertson |
| 2016-08-04 |
insert person Carolyn Poirier |
| 2016-08-04 |
insert person Sarah Noble |
| 2016-03-18 |
update person_description Colin Stewart => Colin Stewart |
| 2016-01-23 |
update person_description Veeral Khatri => Veeral Khatri |
| 2016-01-23 |
update person_title John Dynes: Portfolio Manager at JC Clark Ltd; Portfolio Manager => Co - Portfolio Manager of the Preservation Trust; Portfolio Manager |
| 2015-05-26 |
update person_description Alex Davidson => Alex Davidson |
| 2015-05-26 |
update person_description Colin Stewart => Colin Stewart |
| 2015-05-26 |
update person_title Alex Davidson: Portfolio Manager; Portfolio Manager of the Patriot Trust => Chartered Investment Manager; Portfolio Manager |
| 2014-12-03 |
insert person Kyle McKay |
| 2014-12-03 |
update person_description James Eaton => James Eaton |
| 2014-11-05 |
insert person Jayme Gordon |
| 2014-07-27 |
delete person Bryon Friesen |
| 2014-07-27 |
delete person James Bowen |
| 2014-01-05 |
delete person Dick Innes |
| 2013-12-07 |
delete person Carolyn Poirier |
| 2013-12-07 |
delete person Sarah Noble |
| 2013-11-08 |
delete cfo Binh Hong |
| 2013-11-08 |
insert cfo Danny Richardson |
| 2013-11-08 |
delete person Binh Hong |
| 2013-11-08 |
insert person Bryon Friesen |
| 2013-11-08 |
insert person Carolyn Poirier |
| 2013-11-08 |
insert person Danny Richardson |
| 2013-11-08 |
update person_description Veeral Khatri => Veeral Khatri |
| 2013-11-08 |
update person_title Veeral Khatri: Co - Portfolio Manager of the Preservation Trust => Co - Portfolio Manager of the Patriot Trust |
| 2013-10-11 |
update person_description John Dynes => John Dynes |
| 2013-04-13 |
update person_description John Dynes => John Dynes |
| 2013-04-13 |
update person_description Veeral Khatri => Veeral Khatri |
| 2013-04-13 |
update person_title Martin Braun: Senior Investment Strategist at JC Clark Ltd => Senior Investment Strategist & Portfolio Manager; Senior Investment Strategist and Portfolio Manager at JC Clark Ltd |
| 2013-04-13 |
update person_title Veeral Khatri: Portfolio Manager => Co - Portfolio Manager of the Preservation Trust |