Most recent commentaries and outlooks:
-
2012-02-29
Equity income commentary (March) -
2011-12-30
Equity income update (January) -
2011-10-31
Equity income update (November) -
2011-08-31
Equity income update (September)
Michael Simpson
Vice-President and Senior Portfolio Manager
Michael joined Sentry in 2002, bringing his discipline and insight to a myriad of successful Sentry products. He specializes in dividend- and income-paying securities with a keen focus on free cash flow to sustain reliable dividends.
- More than 19 years experience in the financial industry
- Back-to-back winner of a Brendan Wood International TopGun Award (2009 and 2010); 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; one of only 50 managers selected from over 400 individuals nominated
- Co-manager of Sentry Conservative Balanced Income Fund: winner of a 2012 Canadian Lipper Fund Award for best risk-adjusted returns over one year in the Canadian neutral balanced category
- Manager of Sentry Canadian Income Fund: winner of a 2010 Canadian Lipper Fund Award for best risk-adjusted returns over five years in the income trust equity category; and the Income Trust Fund of the Year in 2005 by the Canadian Investment Awards, and a finalist in 2006, 2007 and 2008
- Member of the management team for Sentry Small/Mid Cap Income Fund: winner of a 2010 Canadian Lipper Fund Award for best risk-adjusted returns over three years in the Canadian small/mid-cap equity category
- Completed both the Canadian Options Course and the Canadian Futures Course, and is a Fellow of the Canadian Securities Institute
- Lead manager: Sentry Canadian Income Fund, Sentry Growth and Income Fund, and Sentry Diversified Income Fund
- Chartered Financial Analyst (CFA) designation

Funds managed
- Sentry Canadian Income Fund
- Sentry Small/Mid Cap Income Fund
- Sentry Growth and Income Fund
- Sentry Diversified Income Fund
- Sentry Canadian Income Class
- Principal Protected Blue Chip Notes
- R.O.C. Canadian Income Deposit Notes
- Canadian Income Deposit Notes
- Canadian Income Deposit Notes Total Return Class
- Global Dividend Growth Notes, Total Return Class
- Global Dividend Growth Notes, ROC Class
- Sentry Select Blue-chip Income Trust
- Sentry Select Global Index Income Trust
- Canadian Income Management Trust
- Sentry Conservative Balanced Income Fund
- Sentry Conservative Balanced Income Class


