NCM Investments – A Letter from the CEO.
March 26, 2020
We hope this message finds you, your family, your colleagues and their families safe and well.
Much has transpired regarding the rapidly evolving situation related to Canada’s response to the novel coronavirus (COVID-19) since our last update on March 16th.
Most recently, both the Ontario and Quebec provincial governments have released the list of essential workplaces that are exempt from the provincial orders to close non-essential businesses. Asset management firms are considered essential workplaces, and NCM remains open for business.
The investment in our technology infrastructure, the secure access we have in place with our external service providers, and the flexibility we have with our communications platform are allowing our team to ensure that you will continue to have the ability to contact us, via telephone, email and video calls.
Given the unique circumstances, we are extremely pleased with how well the organization is operating under the business continuity plan. We continue to manage the NCM investment funds and share all key information with our team of wholesalers based throughout the country. As well, starting this week, we will be hosting a series of live conference calls with our Portfolio Managers to speak specifically on the mandates they oversee.
All the calls will be recorded and made available for listening at a time best suited to your schedule. For a complete calendar of Portfolio Manager calls, as well as dial-in information please contact your NCM regional wholesaler or send a note to sales@NCMinvestments.com.
To reach the NCM team on any topic:
- General Questions: info@NCMinvestments.com
- Client Service Questions: service@NCMinvestments.com
- Sales & Information: sales@NCMinvestments.com
- Toll-Free: 1.877.431.1407
Finally, we are focused on protecting the safety of our employees, their families, our clients, and your families, while maintaining the ability to seamlessly deliver the client experience you have come to expect from us. If you have any questions, please do not hesitate to contact me. We are here to help.
Alex Sasso, CFA
CEO and Portfolio Manager
NCM Asset Management Ltd.
For More Information:
Alex SassoChief Executive Officer & Portfolio Manager
Alex Sasso is the Chief Executive Officer (CEO) and a Portfolio Manager at NCM Investments. Alex leads the firm’s small/mid cap investment team. He has over 21 years of investment management experience. Prior to joining NCM in 2004, Alex worked at…
Alex Sasso CFA
Chief Executive Officer & Portfolio Manager
- ExpertiseCanadian Small and Mid Cap Investing
Alex Sasso is the Chief Executive Officer (CEO) and a Portfolio Manager at NCM Investments. Alex leads the firm’s small/mid cap investment team. He has over 21 years of investment management experience. Prior to joining NCM in 2004, Alex worked at a leading retail and institutional investment firm.
Specializing in the Canadian small/mid cap markets, Alex is very passionate about the wealth creation opportunities this segment has to offer. Alex has been the Portfolio Manager of NCM Norrep Fund since 2004, and also manages NCM Small Companies Class, NCM Income Growth Class and provides oversight on NCM Entrepreneurs Class.
Alex graduated from the University of Windsor with a Bachelor of Commerce and is a CFA charterholder.
Notice to Reader:
Unless otherwise stated, opinions expressed in this document are those of the author and are not endorsed by the author’s employer. No guarantee, either express or implied, is made that the information in this document is accurate, complete or up-to-date. The contents of this document are for informational purposes only and are not intended to provide financial, legal, accounting or tax advice and should not be relied upon in that regard. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.