January 26, 2015 3:50 PM ET

Capital Markets

Company Overview of NEI Ethical Special Equity Fund

Company Overview

NEI Ethical Special Equity Fund is an open-ended equity mutual fund launched and managed by Northwest & Ethical Investments L.P. It is co-managed by QV Investors Inc. The fund invests in the public equity markets of Canada. It invests in stocks of companies operating across diversified sectors. The fund invests in stocks of small cap with a market capitalization of between $100 million and $2.5 billion. It follows a socially responsible approach for investing. The fund employs fundamental analysis with a bottom-up approach with a focus on factors such as acumen, commitment and depth of the management, their record of financial benefit to shareholders, the development of their business franch...

151 Yonge Street

12th Floor

Toronto, ON M5C 2W7


Founded in 1995





Key Executives for NEI Ethical Special Equity Fund

Chief Executive Officer
President and Chief Operating Officer
Chief Financial Officer and Senior Vice President of Finance
Senior Vice President and Portfolio Manager
Executive Vice President
Compensation as of Fiscal Year 2014.

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