The independent asset management firm announces a changing of the guard with the appointment of a new CIO
In an August 15 release, Sentry Investments announced that respected industry veteran Gaelen Morphet has joined them as CIO.
Ms. Morphet took over the role from Mr. Sandy McIntyre, who will remain actively involved at the firm by providing guidance and input on business and investment strategy as an executive and as vice chairman of the board.
“From an investment management perspective, Gaelen shares our values around buying great businesses as opposed to speculating on stocks,” said Mr. McIntyre. “She is also committed to our steadfast discipline regarding valuation, capital allocation and downside protection.”
Ms. Morphet also receives a glowing endorsement from Sentry Investments CEO Sean Driscoll. “Gaelen's appointment represents both a passing of the torch and an opportunity for continuity," he remarks. “[She] has demonstrated a continuity of approach across mandates and shares a commitment to our disciplined investment process. She has the leadership, reputation and experience to help guide and mentor Sentry's investment department in the years ahead.”
Gaelen Morphet said: “I was attracted to Sentry because of its talented investment team, unique and superior product line-up, and dedication to delivering strong risk-adjusted returns. I have an affinity with what the Sentry brand stands for. As an investment professional, a firm's investment philosophy and client focus is paramount to me, and Sentry has built a strong reputation for both.”
On top of her duties as CIO, she will assume asset-allocation responsibilities alongside Chief Investment Strategist and Senior Portfolio Manager James Dutkiewicz, for Sentry’s Personal Pension Portfolios and select Real Income™ Solutions.
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