SoundVest Capital Management Ltd.

SoundVest Capital Management Ltd.
100 Sparks St., 9th Floor, Ottawa, Ontario K1P 5B7 Canada; phone: 613-236-7361; fax: 613-236-6130; www.soundvest.ca
Dollars are in U.S. millions.
Total assets managed worldwide$776
Total worldwide institutional$645
Total domestic/U.S. assets$776
Total tax-exempt assets$272
Total institutional tax-exempt$248
Internally managed$248
Asset mix:
Canadian equity62%
U.S. equity1%
Fixed income36%
Cash1%
Internal institutional tax-exempt assets in:
Domestic/U.S. equity, active$130
REITs$24
Domestic/U.S. bond, active$90
Convertibles$1
Cash$3
Domestic/U.S. fixed-income strategies:
Market timing/active duration$90
No. of portfolio managers2
Size of research staff4
Kevin Charlebois is chief investment officer; Ernest Meszaros is client contact.

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