Michael Simpson, CFA picture

Michael Simpson, CFA

Senior Vice-President and Executive Portfolio Manager

Sentry Investment Management

Michael joined Sentry in 2002 and has more than 25 years of financial industry experience; he specializes in U.S. and Canadian dividend paying stocks, and has expertise in options. Michael is the lead manager of several funds including the company’s flagship fund, Sentry Canadian Income Fund, and co-manages Sentry Conservative Balanced Income Fund. In 2014, he was named Investment Executive’s Mutual Fund Manager of the Year, which recognizes consistent outperformance over 10 years, on the basis that while one year of strong returns is not unusual, a long-term track record of outperformance is exceptional. In 2013, Michael was honoured at the Lipper Fund Awards with the inaugural Excellence in Fund Management Award, which recognizes outstanding asset managers who have delivered consistently strong risk-adjusted returns to investors, and in the opinion of Lipper’s research analysts, represent the best of the mutual fund industry. He is also a seven-time recipient of Brendan Wood International Canadian TopGun Investment Mind recognition (2009, 2010, 2012, 2013, 2014, 2015/16 and 2017), given by the sell-side analyst community to those with the best grasp of the industries in which they invest and the most influence in the Canadian market. Michael was also named to Brendan Wood’s Platinum Class, for receiving Top Gun recognition four years in a row. Michael graduated with a Bachelor of Arts degree from York University, and has completed both the Canadian Options Course and the Canadian Futures Course. He also holds the Chartered Financial Analyst (CFA) designation and is a Fellow of the Canadian Securities Institute.