Fund Managers
Jeff Young, MBA, CFA
Jeff has over 12 years financial industry experience, largely spent in the private client discretionary investment management and mutual fund segments of the industry. Jeff is a graduate of the inaugural cohort of the Simon Fraser University Global Asset and Wealth Management MBA program and was a Co-Recipient of the 2004 Barclays Global Investors Canada Research Award.
Jonathan Baird, CFA
Jonathan Baird has over 20 years experience as a money manager and possesses a strong record of performance investing in both North American and International markets. He managed a mutual fund ranked #1 over 3 years and #2 over 5 years among Canadian RSP eligible funds in the 1990s. At NexGen, Jonathan is responsible for managing the NexGen Global Value and Global Resource Funds, as well as for oversight of the Macquarie NexGen Global Infrastructure Corporation.
NexGen Manager Commentaries
Jonathan Baird
Jeff Young
Jeff Young focuses on:
- Large/mid capitalization Canadian and U.S. equities
- Fundamental screening and analysis
- Valuation, stability, and liquidity
- Long term earnings and dividend growth
Jonathan Baird focuses on:
- Small/Mid/Large Cap Global Securities
- Fundamental Screening and Analysis
- Valuation and Cash Flow
- Flexibility to select securities from high potential global markets
NexGen manages:
| Fund Names | Registered | Tax Managed |
| NexGen Canadian Large Cap Funds | Profile | Profile |
| NexGen Canadian Diversified Income Funds | Profile | Profile |
| NexGen North American Large Cap Funds | Profile | Profile |
| NexGen Global Value Funds | Profile | Profile |
| NexGen Global Dividend | Profile | Profile |
| NexGen Global Resource | Profile | Profile |
The Investment Committee focuses on the risk management and compliance aspects related to the investment portfolios of the NexGen Funds. The Investment Committee oversees compliance by the portfolio managers with applicable regulatory requirements, including adherence to the respective investment objectives, strategies and restrictions of each NexGen Fund. To learn more about the individuals on this committee click here.
