BEUTEL, GOODMAN & COMPANY LTD.

HTTP://WWW.BEUTELGOODMAN.COM TORONTO, A6 Investment Advisor How do I update this listing?

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  • BEUTEL GOODMAN & CO LTD

Beutel, Goodman & Company Ltd. is based out of Toronto. Beutel, Goodman & Company Ltd. is a large advisory firm with 855 clients and discretionary assets under management (AUM) of $24,804,000,000 (Form ADV from 2019-05-09). Their last reported 13F filing for Q2 2019 included $13,804,031,000 in managed 13F securities and a top 10 holdings concentration of 57.95%. Beutel, Goodman & Company Ltd.'s largest holding is Royal Bank of Canada (NYSE) with shares held of 17,211,756. Beutel, Goodman & Company Ltd. has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 63 13F filings, and 66 13G filings

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68

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $13.804 Billion
  • Prior Market Value $13.319 Billion
  • New Purchases1 stock
  • Additional Purchases29 stocks
  • Sold out of22 stocks
  • Reduced holdings in27 stocks
  • Top 10 Holdings % 57.95 %
  • Turnover % [1]:37.70%
  • Turnover Alt % [2]: 3.78 %
  • Time Held Top20:23.35 quarters
  • Time Held Top10:20.80 quarters
  • Time Held All:14.69 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.31%
Performance Last 4 Quarters: -0.68%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR/A (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR/A (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR/A (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR/A (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR/A (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR/A (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BEUTEL, GOODMAN & COMPANY LTD.
20 EGLINTON AVENUE WEST SUITE 2000
TORONTO, ONT.    M4R 1K8
Country: Canada

Business Phone: 416-485-1010
Fax: 416-485-1799
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Principal Office Outside the US
Form of Organization: Corporation
Organized in:
Number of employees: 91
Other Business Activities: ,MUTUAL FUND DEALER, INVESTMENT FUND MANAGER
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 855
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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BEUTEL, GOODMAN & COMPANY LTD.

ownership team - last updated 2019-05-09
Name Title Start Date Direct/Indirect % Ownership
GIBSON, MICHAEL, JAMES DIRECTOR, MANAGING DIRECTOR, OPERATIONS 04/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, OPERATIONS & CHIEF COMPLIANCE OFFICER direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. CFO/SECRETARY/TREASURER/DIRECTOR direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. TRUSTEE OF BEUTEL GOODMAN SHAREHOLDER TRUST direct 2000-10-01
THOMSON, MARK, DOUGLAS DIRECTOR, MANAGING DIRECTOR, EQUITIES 12/01/1989 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. SENIOR V.P./DIRECTOR direct 1989-12-01
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, EQUITIES direct 1989-12-01
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR direct 1989-12-01
BEUTEL GOODMAN SHAREHOLDER TRUST SHAREHOLDER 12/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER direct 1990-12-01
BEUTEL GOODMAN VOTING TRUST SHAREHOLDER 07/01/1994 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DBS ASSET MANAGEMENT (UNITED STATES)PTE LTD DIRECT SHAREHOLDER direct 1990-06-01
ABERDEEN ASSET MANAGEMENT ASIA LIMITED OWNER direct 1991-10-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER direct 1994-07-01
ORBITEX MANAGEMENT INC SOLE SHAREHOLDER indirect 1995-10-01
THAI FARMERS ASSET MANAGEMENT CO LTD ULTIMATE PARENT COMPANY indirect 1997-12-01
THAI FARMERS ASSET MANAGEMENT CO LTD PARENT COMPANY indirect 1997-12-01
THAI FARMERS ASSET MANAGEMENT CO LTD PARENT COMPANY indirect 1997-12-01
METAMARKETS INVESTMENTS LLC OWNER indirect 2000-01-01
HSBC GLOBAL ASSET MANAGEMENT (FRANCE) INDIRECT SHAREHOLDER indirect 2000-10-01
CABEZON CAPITAL MARKETS, LLC MEMBER indirect 2001-08-01
HOLTE CAPITAL LTD TRUSTEE indirect 2002-01-01
HOLTE CAPITAL LTD SHAREHOLDER direct 2002-01-01
HOLTE CAPITAL LTD SHAREHOLDER indirect 2002-01-01
BREVAN HOWARD ASSET MANAGEMENT LLP CORPORATE PARTNER direct 2002-07-01
CABEZON CAPITAL MARKETS, LLC MEMBER indirect 2003-03-01
GUARDIAN CAPITAL ADVISORS LP SHAREHOLDER indirect 2004-01-01
GUARDIAN CAPITAL ADVISORS LP SHAREHOLDER indirect 2004-01-01
GUARDIAN CAPITAL ADVISORS LP TRUSTEE indirect 2004-01-01
ARIS CAPITAL MANAGEMENT, LLC MEMBER direct 2006-10-01
LINGOHR & PARTNER NORTH AMERICA, INC. SHAREHOLDER indirect 2007-01-01
LINGOHR & PARTNER NORTH AMERICA, INC. SHAREHOLDER direct 2007-01-01
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-02-01
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2009-04-01
MANULIFE ASSET MANAGEMENT (US) LLC SHAREHOLDER indirect 2009-12-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED PRESIDENT direct 2011-03-01
HASTINGS FUNDS MANAGEMENT (USA), INC. SHAREHOLDER direct 2011-04-01
DBS ASSET MANAGEMENT (UNITED STATES)PTE LTD INDIRECT SHAREHOLDER indirect 2011-09-01
BELLECAPITAL INTERNATIONAL AG OWNER direct 2011-10-01
MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED SHAREHOLDER direct 2012-03-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2012-06-01
EDGESTREAM PARTNERS, L.P. SOLE SHAREHOLDER indirect 2012-12-01
EDGESTREAM PARTNERS, L.P. LIMITED PARTNER indirect 2012-12-01
EDGESTREAM PARTNERS, L.P. LIMITED PARTNER direct 2012-12-01
PREMIUM POINT INVESTMENTS LP GENERAL PARTNER direct 2012-12-01
METACAPITAL MANAGEMENT, L.P. LIMITED PARTNER direct 2012-12-01
EDGESTREAM PARTNERS, L.P. GENERAL PARTNER indirect 2012-12-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2013-05-01
KOHLBERG KRAVIS ROBERTS & CO. L.P. GENERAL PARTNER OF KKR ASSOCIATES REPA AIV-4 L.P. direct 2013-06-01
GI PARTNERS UK LIMITED CORPORATION direct 2013-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2002-04-01 2003-01-02
DBS ASSET MANAGEMENT (UNITED STATES)PTE LTD INDIRECT SHAREHOLDER direct 1990-06-01 2004-01-12
SARATOGA CAPITAL MANAGEMENT I, LLC MAJORITY SHAREHOLDER indirect 1995-10-01 2004-01-20
SARATOGA CAPITAL MANAGEMENT I, LLC MAJORITY SHAREHOLDER indirect 1995-10-01 2004-01-20
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2001-10-01 2004-02-09
SARATOGA CAPITAL MANAGEMENT,LLC MAJORITY SHAREHOLDER indirect 1995-10-01 2005-06-15
SARATOGA CAPITAL MANAGEMENT,LLC MAJORITY SHAREHOLDER indirect 1995-10-01 2005-06-15
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2003-01-01 2006-06-28
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED SENIOR EXECUTIVE VICE PRESIDENT direct 2004-09-01 2007-04-03
ARIS CAPITAL MANAGEMENT, LLC SHAREHOLDER direct 2006-10-01 2007-04-30
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED SENIOR EXECUTIVE VICE PRESIDENT direct 2007-07-01 2008-03-28
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED SENIOR VICE PRESIDENT direct 2007-11-01 2008-03-28
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED EXECUTIVE VICE PRESIDENT direct 2002-11-01 2009-03-24
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED EXECUTIVE VICE PRESIDENT direct 2006-07-01 2009-03-24
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2007-01-01 2009-03-24
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED EXECUTIVE VICE PRESIDENT direct 2007-11-01 2009-03-24
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED FIRST EXECUTIVE VICE PRESIDENT direct 2002-11-01 2010-06-17
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01 2010-06-17
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2007-02-01 2010-12-20
DBS ASSET MANAGEMENT (UNITED STATES)PTE LTD INDIRECT SHAREHOLDER indirect 1990-06-01 2011-09-07
GENESIS FUND MANAGEMENT LLC MANAGING MEMBER direct 2010-06-01 2011-12-06
MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED SHAREHOLDER direct 2006-08-01 2011-12-21
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2010-02-01 2012-04-03
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2010-04-01 2012-04-03
FINACCESS ADVISORS, LLC SHAREHOLDER indirect 2009-12-01 2012-08-01
FINACCESS ADVISORS, LLC MEMBER direct 2009-12-01 2012-08-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED FIRST EXECUTIVE VICE PRESIDENT direct 2012-12-01 2013-04-01
MANULIFE ASSET MANAGEMENT (US) LLC MEMBER indirect 2009-12-01 2014-08-14
MANULIFE ASSET MANAGEMENT (US) LLC MEMBER indirect 2009-12-01 2015-03-30
HSBC GLOBAL ASSET MANAGEMENT (FRANCE) SHAREHOLDER indirect 2000-10-01 2015-03-31
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01 2015-03-31
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01 2015-03-31
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01 2015-03-31
FINACCESS ADVISORS, LLC TRUSTEE indirect 2009-12-01 2015-03-31
FINACCESS ADVISORS, LLC TRUST indirect 2009-12-01 2015-03-31
GUARDIAN CAPITAL LP GENERAL PARTNER direct 2003-12-01 2016-03-30
GUARDIAN CAPITAL ADVISORS LP GENERAL PARTNER direct 2003-12-01 2016-03-30
GUARDIAN CAPITAL LP SHAREHOLDER indirect 2004-01-01 2016-03-30
GUARDIAN CAPITAL LP SHAREHOLDER indirect 2004-01-01 2016-03-30
GUARDIAN CAPITAL LP TRUSTEE indirect 2004-01-01 2016-03-30
SOFI WEALTH LLC OWNER OF INDIRECT OWNER OF SOCIAL FINANCE INC. indirect 2016-09-01 2017-05-31
SCOTTRADE INVESTMENT MANAGEMENT, INC. VOTING CERTIFICATE indirect 2012-12-01 2017-06-15
SCOTTRADE INVESTMENT MANAGEMENT, INC. SHAREHOLDER indirect 2012-12-01 2017-06-15
GIBSON, MICHAEL, JAMES TRUSTEE OF BEUTEL GOODMAN SHAREHOLDER TRUST 10/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, OPERATIONS & CHIEF COMPLIANCE OFFICER direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. CFO/SECRETARY/TREASURER/DIRECTOR direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. TRUSTEE OF BEUTEL GOODMAN SHAREHOLDER TRUST direct 2000-10-01
AMG CANADA CORP. SHAREHOLDER 07/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER direct 1999-11-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER direct 2005-07-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER direct 1998-12-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER direct 2005-07-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
Gregoris, David DIRECTOR, MANAGING DIRECTOR, FIXED INCOME 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. MANAGING DIRECTOR, FIXED INCOME direct 2015-07-01
Corneil, Jackie TRUSTEE OF BEUTEL GOODMAN VOTING TRUST 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. TRUSTEE OF BEUTEL GOODMAN VOTING TRUST direct 2016-03-01
Pomotov, Michal GENERAL COUNSEL & CCO 11/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. GENERAL COUNSEL & CCO direct 2016-11-01
Jeffrey, Young, A DIRECTOR, SENIOR VICE PRESIDENT, PRIVATE CLIENT GROUP 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, SENIOR VICE PRESIDENT, PRIVATE CLIENT GROUP direct 2018-05-01
AMG/FAMI INVESTMENT CORP. SHAREHOLDER AMG CANADA CORP. 07/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-07-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-07-01
AMG NORTH AMERICA HOLD. CORP. SHAREHOLDER AMG/FAMI INVESTMENT CORP. 06/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS INC. SHAREHOLDER indirect 2005-07-01
AFFILIATED MANAGERS GROUP, INC. SHAREHOLDER AMG NORTH AMERICA HOLDING CORP. 06/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19

BEUTEL, GOODMAN & COMPANY LTD.

ownership team - last updated 2019-03-25
Name Title Start Date Direct/Indirect % Ownership
GIBSON, MICHAEL, JAMES DIRECTOR, MANAGING DIRECTOR, OPERATIONS 04/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, OPERATIONS & CHIEF COMPLIANCE OFFICER direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. CFO/SECRETARY/TREASURER/DIRECTOR direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. TRUSTEE OF BEUTEL GOODMAN SHAREHOLDER TRUST direct 2000-10-01
THOMSON, MARK, DOUGLAS DIRECTOR, MANAGING DIRECTOR, EQUITIES 12/01/1989 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. SENIOR V.P./DIRECTOR direct 1989-12-01
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, EQUITIES direct 1989-12-01
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR direct 1989-12-01
BEUTEL GOODMAN SHAREHOLDER TRUST SHAREHOLDER 12/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER direct 1990-12-01
BEUTEL GOODMAN VOTING TRUST SHAREHOLDER 07/01/1994 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DBS ASSET MANAGEMENT (UNITED STATES)PTE LTD DIRECT SHAREHOLDER direct 1990-06-01
ABERDEEN ASSET MANAGEMENT ASIA LIMITED OWNER direct 1991-10-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER direct 1994-07-01
ORBITEX MANAGEMENT INC SOLE SHAREHOLDER indirect 1995-10-01
THAI FARMERS ASSET MANAGEMENT CO LTD ULTIMATE PARENT COMPANY indirect 1997-12-01
THAI FARMERS ASSET MANAGEMENT CO LTD PARENT COMPANY indirect 1997-12-01
THAI FARMERS ASSET MANAGEMENT CO LTD PARENT COMPANY indirect 1997-12-01
METAMARKETS INVESTMENTS LLC OWNER indirect 2000-01-01
HSBC GLOBAL ASSET MANAGEMENT (FRANCE) INDIRECT SHAREHOLDER indirect 2000-10-01
CABEZON CAPITAL MARKETS, LLC MEMBER indirect 2001-08-01
HOLTE CAPITAL LTD TRUSTEE indirect 2002-01-01
HOLTE CAPITAL LTD SHAREHOLDER direct 2002-01-01
HOLTE CAPITAL LTD SHAREHOLDER indirect 2002-01-01
BREVAN HOWARD ASSET MANAGEMENT LLP CORPORATE PARTNER direct 2002-07-01
CABEZON CAPITAL MARKETS, LLC MEMBER indirect 2003-03-01
GUARDIAN CAPITAL ADVISORS LP SHAREHOLDER indirect 2004-01-01
GUARDIAN CAPITAL ADVISORS LP SHAREHOLDER indirect 2004-01-01
GUARDIAN CAPITAL ADVISORS LP TRUSTEE indirect 2004-01-01
ARIS CAPITAL MANAGEMENT, LLC MEMBER direct 2006-10-01
LINGOHR & PARTNER NORTH AMERICA, INC. SHAREHOLDER indirect 2007-01-01
LINGOHR & PARTNER NORTH AMERICA, INC. SHAREHOLDER direct 2007-01-01
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-02-01
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2009-04-01
MANULIFE ASSET MANAGEMENT (US) LLC SHAREHOLDER indirect 2009-12-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED PRESIDENT direct 2011-03-01
HASTINGS FUNDS MANAGEMENT (USA), INC. SHAREHOLDER direct 2011-04-01
DBS ASSET MANAGEMENT (UNITED STATES)PTE LTD INDIRECT SHAREHOLDER indirect 2011-09-01
BELLECAPITAL INTERNATIONAL AG OWNER direct 2011-10-01
MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED SHAREHOLDER direct 2012-03-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2012-06-01
EDGESTREAM PARTNERS, L.P. SOLE SHAREHOLDER indirect 2012-12-01
EDGESTREAM PARTNERS, L.P. LIMITED PARTNER indirect 2012-12-01
EDGESTREAM PARTNERS, L.P. LIMITED PARTNER direct 2012-12-01
PREMIUM POINT INVESTMENTS LP GENERAL PARTNER direct 2012-12-01
METACAPITAL MANAGEMENT, L.P. LIMITED PARTNER direct 2012-12-01
EDGESTREAM PARTNERS, L.P. GENERAL PARTNER indirect 2012-12-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2013-05-01
KOHLBERG KRAVIS ROBERTS & CO. L.P. GENERAL PARTNER OF KKR ASSOCIATES REPA AIV-4 L.P. direct 2013-06-01
GI PARTNERS UK LIMITED CORPORATION direct 2013-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2002-04-01 2003-01-02
DBS ASSET MANAGEMENT (UNITED STATES)PTE LTD INDIRECT SHAREHOLDER direct 1990-06-01 2004-01-12
SARATOGA CAPITAL MANAGEMENT I, LLC MAJORITY SHAREHOLDER indirect 1995-10-01 2004-01-20
SARATOGA CAPITAL MANAGEMENT I, LLC MAJORITY SHAREHOLDER indirect 1995-10-01 2004-01-20
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2001-10-01 2004-02-09
SARATOGA CAPITAL MANAGEMENT,LLC MAJORITY SHAREHOLDER indirect 1995-10-01 2005-06-15
SARATOGA CAPITAL MANAGEMENT,LLC MAJORITY SHAREHOLDER indirect 1995-10-01 2005-06-15
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2003-01-01 2006-06-28
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED SENIOR EXECUTIVE VICE PRESIDENT direct 2004-09-01 2007-04-03
ARIS CAPITAL MANAGEMENT, LLC SHAREHOLDER direct 2006-10-01 2007-04-30
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED SENIOR EXECUTIVE VICE PRESIDENT direct 2007-07-01 2008-03-28
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED SENIOR VICE PRESIDENT direct 2007-11-01 2008-03-28
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED EXECUTIVE VICE PRESIDENT direct 2002-11-01 2009-03-24
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED EXECUTIVE VICE PRESIDENT direct 2006-07-01 2009-03-24
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2007-01-01 2009-03-24
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED EXECUTIVE VICE PRESIDENT direct 2007-11-01 2009-03-24
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED FIRST EXECUTIVE VICE PRESIDENT direct 2002-11-01 2010-06-17
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01 2010-06-17
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2007-02-01 2010-12-20
DBS ASSET MANAGEMENT (UNITED STATES)PTE LTD INDIRECT SHAREHOLDER indirect 1990-06-01 2011-09-07
GENESIS FUND MANAGEMENT LLC MANAGING MEMBER direct 2010-06-01 2011-12-06
MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED SHAREHOLDER direct 2006-08-01 2011-12-21
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2010-02-01 2012-04-03
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2010-04-01 2012-04-03
FINACCESS ADVISORS, LLC SHAREHOLDER indirect 2009-12-01 2012-08-01
FINACCESS ADVISORS, LLC MEMBER direct 2009-12-01 2012-08-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED FIRST EXECUTIVE VICE PRESIDENT direct 2012-12-01 2013-04-01
MANULIFE ASSET MANAGEMENT (US) LLC MEMBER indirect 2009-12-01 2014-08-14
MANULIFE ASSET MANAGEMENT (US) LLC MEMBER indirect 2009-12-01 2015-03-30
HSBC GLOBAL ASSET MANAGEMENT (FRANCE) SHAREHOLDER indirect 2000-10-01 2015-03-31
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01 2015-03-31
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01 2015-03-31
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01 2015-03-31
FINACCESS ADVISORS, LLC TRUSTEE indirect 2009-12-01 2015-03-31
FINACCESS ADVISORS, LLC TRUST indirect 2009-12-01 2015-03-31
GUARDIAN CAPITAL LP GENERAL PARTNER direct 2003-12-01 2016-03-30
GUARDIAN CAPITAL ADVISORS LP GENERAL PARTNER direct 2003-12-01 2016-03-30
GUARDIAN CAPITAL LP SHAREHOLDER indirect 2004-01-01 2016-03-30
GUARDIAN CAPITAL LP SHAREHOLDER indirect 2004-01-01 2016-03-30
GUARDIAN CAPITAL LP TRUSTEE indirect 2004-01-01 2016-03-30
SOFI WEALTH LLC OWNER OF INDIRECT OWNER OF SOCIAL FINANCE INC. indirect 2016-09-01 2017-05-31
SCOTTRADE INVESTMENT MANAGEMENT, INC. VOTING CERTIFICATE indirect 2012-12-01 2017-06-15
SCOTTRADE INVESTMENT MANAGEMENT, INC. SHAREHOLDER indirect 2012-12-01 2017-06-15
GIBSON, MICHAEL, JAMES TRUSTEE OF BEUTEL GOODMAN SHAREHOLDER TRUST 10/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, OPERATIONS & CHIEF COMPLIANCE OFFICER direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. CFO/SECRETARY/TREASURER/DIRECTOR direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. TRUSTEE OF BEUTEL GOODMAN SHAREHOLDER TRUST direct 2000-10-01
AMG CANADA CORP. SHAREHOLDER 07/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER direct 1999-11-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER direct 2005-07-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER direct 1998-12-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER direct 2005-07-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
Gregoris, David DIRECTOR, MANAGING DIRECTOR, FIXED INCOME 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. MANAGING DIRECTOR, FIXED INCOME direct 2015-07-01
Corneil, Jackie TRUSTEE OF BEUTEL GOODMAN VOTING TRUST 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. TRUSTEE OF BEUTEL GOODMAN VOTING TRUST direct 2016-03-01
Pomotov, Michal GENERAL COUNSEL & CCO 11/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. GENERAL COUNSEL & CCO direct 2016-11-01
Jeffrey, Young, A DIRECTOR, SENIOR VICE PRESIDENT, PRIVATE CLIENT GROUP 05/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, SENIOR VICE PRESIDENT, PRIVATE CLIENT GROUP direct 2018-05-01
AMG/FAMI INVESTMENT CORP. SHAREHOLDER AMG CANADA CORP. 07/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-07-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-07-01
AMG NORTH AMERICA HOLD. CORP. SHAREHOLDER AMG/FAMI INVESTMENT CORP. 06/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS INC. SHAREHOLDER indirect 2005-07-01
AFFILIATED MANAGERS GROUP, INC. SHAREHOLDER AMG NORTH AMERICA HOLDING CORP. 06/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19

BEUTEL, GOODMAN & COMPANY LTD.

ownership team - last updated 2017-03-13
Name Title Start Date Direct/Indirect % Ownership
GIBSON, MICHAEL, JAMES DIRECTOR, MANAGING DIRECTOR, OPERATIONS & CHIEF COMPLIANCE OFFICER 04/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, OPERATIONS & CHIEF COMPLIANCE OFFICER direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. CFO/SECRETARY/TREASURER/DIRECTOR direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. TRUSTEE OF BEUTEL GOODMAN SHAREHOLDER TRUST direct 2000-10-01
THOMSON, MARK, DOUGLAS DIRECTOR, MANAGING DIRECTOR, EQUITIES 12/01/1989 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. SENIOR V.P./DIRECTOR direct 1989-12-01
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, EQUITIES direct 1989-12-01
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR direct 1989-12-01
LATREMOILLE, GREGORY, RICH DIRECTOR, MANAGING DIRECTOR, PRIVATE CLIENT GROUP 03/01/1979 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. SENIOR V.P./DIRECTOR direct 1979-03-01
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, PRIVATE CLIENT GROUP direct 1979-03-01
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR direct 1979-03-01
BEUTEL GOODMAN SHAREHOLDER TRUST SHAREHOLDER 12/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER direct 1990-12-01
BEUTEL GOODMAN VOTING TRUST SHAREHOLDER 07/01/1994 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
DBS ASSET MANAGEMENT (UNITED STATES)PTE LTD DIRECT SHAREHOLDER direct 1990-06-01
ABERDEEN ASSET MANAGEMENT ASIA LIMITED OWNER direct 1991-10-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER direct 1994-07-01
ORBITEX MANAGEMENT INC SOLE SHAREHOLDER indirect 1995-10-01
THAI FARMERS ASSET MANAGEMENT CO LTD ULTIMATE PARENT COMPANY indirect 1997-12-01
THAI FARMERS ASSET MANAGEMENT CO LTD PARENT COMPANY indirect 1997-12-01
THAI FARMERS ASSET MANAGEMENT CO LTD PARENT COMPANY indirect 1997-12-01
METAMARKETS INVESTMENTS LLC OWNER indirect 2000-01-01
HSBC GLOBAL ASSET MANAGEMENT (FRANCE) INDIRECT SHAREHOLDER indirect 2000-10-01
CABEZON CAPITAL MARKETS, LLC MEMBER indirect 2001-08-01
HOLTE CAPITAL LTD TRUSTEE indirect 2002-01-01
HOLTE CAPITAL LTD SHAREHOLDER direct 2002-01-01
HOLTE CAPITAL LTD SHAREHOLDER indirect 2002-01-01
BREVAN HOWARD ASSET MANAGEMENT LLP CORPORATE PARTNER direct 2002-07-01
CABEZON CAPITAL MARKETS, LLC MEMBER indirect 2003-03-01
GUARDIAN CAPITAL ADVISORS LP SHAREHOLDER indirect 2004-01-01
GUARDIAN CAPITAL ADVISORS LP SHAREHOLDER indirect 2004-01-01
GUARDIAN CAPITAL ADVISORS LP TRUSTEE indirect 2004-01-01
ARIS CAPITAL MANAGEMENT, LLC MEMBER direct 2006-10-01
LINGOHR & PARTNER NORTH AMERICA, INC. SHAREHOLDER indirect 2007-01-01
LINGOHR & PARTNER NORTH AMERICA, INC. SHAREHOLDER direct 2007-01-01
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-02-01
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2009-04-01
MANULIFE ASSET MANAGEMENT (US) LLC SHAREHOLDER indirect 2009-12-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED PRESIDENT direct 2011-03-01
HASTINGS FUNDS MANAGEMENT (USA), INC. SHAREHOLDER direct 2011-04-01
DBS ASSET MANAGEMENT (UNITED STATES)PTE LTD INDIRECT SHAREHOLDER indirect 2011-09-01
BELLECAPITAL INTERNATIONAL AG OWNER direct 2011-10-01
MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED SHAREHOLDER direct 2012-03-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2012-06-01
EDGESTREAM PARTNERS, L.P. SOLE SHAREHOLDER indirect 2012-12-01
EDGESTREAM PARTNERS, L.P. LIMITED PARTNER indirect 2012-12-01
EDGESTREAM PARTNERS, L.P. LIMITED PARTNER direct 2012-12-01
PREMIUM POINT INVESTMENTS LP GENERAL PARTNER direct 2012-12-01
METACAPITAL MANAGEMENT, L.P. LIMITED PARTNER direct 2012-12-01
EDGESTREAM PARTNERS, L.P. GENERAL PARTNER indirect 2012-12-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2013-05-01
KOHLBERG KRAVIS ROBERTS & CO. L.P. GENERAL PARTNER OF KKR ASSOCIATES REPA AIV-4 L.P. direct 2013-06-01
GI PARTNERS UK LIMITED CORPORATION direct 2013-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
NORTHGATE CAPITAL, L.P. SHAREHOLDER indirect 2016-07-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2002-04-01 2003-01-02
DBS ASSET MANAGEMENT (UNITED STATES)PTE LTD INDIRECT SHAREHOLDER direct 1990-06-01 2004-01-12
SARATOGA CAPITAL MANAGEMENT I, LLC MAJORITY SHAREHOLDER indirect 1995-10-01 2004-01-20
SARATOGA CAPITAL MANAGEMENT I, LLC MAJORITY SHAREHOLDER indirect 1995-10-01 2004-01-20
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2001-10-01 2004-02-09
SARATOGA CAPITAL MANAGEMENT,LLC MAJORITY SHAREHOLDER indirect 1995-10-01 2005-06-15
SARATOGA CAPITAL MANAGEMENT,LLC MAJORITY SHAREHOLDER indirect 1995-10-01 2005-06-15
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2003-01-01 2006-06-28
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED SENIOR EXECUTIVE VICE PRESIDENT direct 2004-09-01 2007-04-03
ARIS CAPITAL MANAGEMENT, LLC SHAREHOLDER direct 2006-10-01 2007-04-30
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED SENIOR EXECUTIVE VICE PRESIDENT direct 2007-07-01 2008-03-28
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED SENIOR VICE PRESIDENT direct 2007-11-01 2008-03-28
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED EXECUTIVE VICE PRESIDENT direct 2002-11-01 2009-03-24
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED EXECUTIVE VICE PRESIDENT direct 2006-07-01 2009-03-24
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2007-01-01 2009-03-24
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED EXECUTIVE VICE PRESIDENT direct 2007-11-01 2009-03-24
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED FIRST EXECUTIVE VICE PRESIDENT direct 2002-11-01 2010-06-17
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01 2010-06-17
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2007-02-01 2010-12-20
DBS ASSET MANAGEMENT (UNITED STATES)PTE LTD INDIRECT SHAREHOLDER indirect 1990-06-01 2011-09-07
GENESIS FUND MANAGEMENT LLC MANAGING MEMBER direct 2010-06-01 2011-12-06
MIRAE ASSET GLOBAL INVESTMENTS (HONG KONG) LIMITED SHAREHOLDER direct 2006-08-01 2011-12-21
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2010-02-01 2012-04-03
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED DIRECTOR direct 2010-04-01 2012-04-03
FINACCESS ADVISORS, LLC SHAREHOLDER indirect 2009-12-01 2012-08-01
FINACCESS ADVISORS, LLC MEMBER direct 2009-12-01 2012-08-01
MFC ASSET MANAGEMENT PUBLIC COMPANY LIMITED FIRST EXECUTIVE VICE PRESIDENT direct 2012-12-01 2013-04-01
MANULIFE ASSET MANAGEMENT (US) LLC MEMBER indirect 2009-12-01 2014-08-14
MANULIFE ASSET MANAGEMENT (US) LLC MEMBER indirect 2009-12-01 2015-03-30
HSBC GLOBAL ASSET MANAGEMENT (FRANCE) SHAREHOLDER indirect 2000-10-01 2015-03-31
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01 2015-03-31
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01 2015-03-31
M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC OWNER indirect 2007-11-01 2015-03-31
FINACCESS ADVISORS, LLC TRUSTEE indirect 2009-12-01 2015-03-31
FINACCESS ADVISORS, LLC TRUST indirect 2009-12-01 2015-03-31
GUARDIAN CAPITAL LP GENERAL PARTNER direct 2003-12-01 2016-03-30
GUARDIAN CAPITAL ADVISORS LP GENERAL PARTNER direct 2003-12-01 2016-03-30
GUARDIAN CAPITAL LP SHAREHOLDER indirect 2004-01-01 2016-03-30
GUARDIAN CAPITAL LP SHAREHOLDER indirect 2004-01-01 2016-03-30
GUARDIAN CAPITAL LP TRUSTEE indirect 2004-01-01 2016-03-30
SOFI WEALTH LLC OWNER OF INDIRECT OWNER OF SOCIAL FINANCE INC. indirect 2016-09-01 2017-05-31
SCOTTRADE INVESTMENT MANAGEMENT, INC. VOTING CERTIFICATE indirect 2012-12-01 2017-06-15
SCOTTRADE INVESTMENT MANAGEMENT, INC. SHAREHOLDER indirect 2012-12-01 2017-06-15
GIBSON, MICHAEL, JAMES TRUSTEE OF BEUTEL GOODMAN SHAREHOLDER TRUST 10/01/2000 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, OPERATIONS & CHIEF COMPLIANCE OFFICER direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. CFO/SECRETARY/TREASURER/DIRECTOR direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. DIRECTOR, MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER direct 2000-04-01
BEUTEL, GOODMAN & COMPANY LTD. TRUSTEE OF BEUTEL GOODMAN SHAREHOLDER TRUST direct 2000-10-01
AMG CANADA CORP. SHAREHOLDER 07/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER direct 1999-11-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER direct 2005-07-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER direct 1998-12-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER direct 2005-07-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
Gregoris, David MANAGING DIRECTOR, FIXED INCOME 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. MANAGING DIRECTOR, FIXED INCOME direct 2015-07-01
Shewfelt, Bruce, Robert MANAGING DIRECTOR, MARKETING & CLIENT SERVICE 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. MANAGING DIRECTOR, MARKETING & CLIENT SERVICE direct 2015-07-01
Corneil, Jackie TRUSTEE OF BEUTEL GOODMAN VOTING TRUST 03/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. TRUSTEE OF BEUTEL GOODMAN VOTING TRUST direct 2016-03-01
Pomotov, Michal GENERAL COUNSEL & CCO 11/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEUTEL, GOODMAN & COMPANY LTD. GENERAL COUNSEL & CCO direct 2016-11-01
AMG/FAMI INVESTMENT CORP. SHAREHOLDER AMG CANADA CORP. 07/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-07-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-07-01
AMG NORTH AMERICA HOLD. CORP. SHAREHOLDER AMG/FAMI INVESTMENT CORP. 06/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS INC. SHAREHOLDER indirect 2005-07-01
AFFILIATED MANAGERS GROUP, INC. SHAREHOLDER AMG NORTH AMERICA HOLDING CORP. 06/01/2005 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19

WhaleScore history for BEUTEL, GOODMAN & COMPANY LTD.

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