Interview with AEGON
When our company sought a firm to manage the Balanced Fund, Diversified Fund & Money Market Fund, we were pleased to initiate a relationship with AEGON Capital Management Inc. ACM is a subsidiary of AEGON Canada, part of a global network of insurance companies operating in 16 countries with over $340 billion in assets.
As a reflection of ACM’s management strengths, our Balanced Fund won the distinctive best-in-class Lipper Fund Award for 2007, being recognized for consistent top performance compared with peers.
This award validates the decision the Educators Financial Group client has made when they entrusted their money to us, explains Greg Ross who heads up AEGON Capital Management. It is also recognition that the fund performance has been great which benefits first and foremost the unit holders. This is always comforting when markets are volatile, says Greg.
Educators Financial Group’s Balanced Fund excels in providing less volatile, more stable growth of assets by investing in a balanced mix. “The investments vary depending on our outlook for the global economy and financial markets,” says Greg. “The fact that we offer a strong team, long-term commitment and global connections also creates value.”
ACM is committed to thorough research with a team of six equity and seven fixed-income professionals. Greg comments, “Our strategy is to model the companies we are considering for investment, meet with their management, analyze company and sector data and really get beyond the balance sheet for a holistic view. Ultimately, the focus is on choosing investments that deliver growth and cash flow with a strong concentration on value.”
One reason ACM was selected by Educators Financial Group in 2004 is their recognition that educators have an excellent pension fund. “Our job is to support this advantage with investments that can achieve goals beyond retirement,” Greg clarifies. “The diversified investment selections, solid performance and diligence in staying on top of market fluctuations combine with Educators Financial Group’s much lower costs to exceed expectations educators may have for their funds.”
