1832 Asset Management L.P. (the "Manager") is the manager of the Pool.
On May 1, 2014, Hahn Capital Management, LLC ("Hahn") is scheduled to become portfolio advisor for Scotia Private U.S. Mid Cap Value Pool, replacing the current portfolio advisor. Founded in 1988, Hahn is a privately owned firm based in San Francisco, California and manages approximately US$ 1.1 billion in assets as at December 31, 2013 spread across a diversified client base that includes high net worth individuals and families, public and corporate pension plans, separately and unified managed account platforms. It is a value-oriented money management firm that specializes in mid-cap equities. The founder, Elaine Hahn, has managed the mid-cap strategy since its inception in 1988 under the belief that risk management is key for generating strong long-term investment returns. By endeavoring to identify and quantify risks early on and following a fundamental bottom-up research process Hahn aims to remove emotion from portfolio management.
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The Manager uses a manager selection process that leverages the global research capabilities of investment management consultant, NT Global Advisors, Inc., a Northern Trust Corporation affiliate, in identifying and evaluating best in class investment managers for Scotia Private Pools. Hahn’s strong track record and proven team of investment professionals join an already strong lineup of portfolio advisors to the Scotia Private Pools. There will be no change to the investment objective of the Pool as a result of the portfolio advisor change.
Scotia Private Pools are a family of investment pools managed by 1832 Asset Management L.P. and are available through ScotiaMcLeod, a division of Scotia Capital Inc., which is wholly owned by Scotiabank, and Scotia Private Client Group. Scotia Private Client Group consists of private client services offered by Scotiabank, The Bank of Nova Scotia Trust Company, 1832 Asset Management L.P., 1832 Asset Management U.S. Inc., ScotiaMcLeod Financial Services Inc., WaterStreet Family Offices, a division of 1832 Asset Management L.P., and ScotiaMcLeod. Scotia Capital Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus before investing. Mutual funds are not guaranteed or insured by the Canada Deposit Insurance Corporation or any other government deposit insurer, their values change frequently and past performance may not be repeated.
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