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Tristan Sones
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AGF Funds Inc.

AGF is one of Canada's premier mutual fund and wealth management companies with offices across Canada and subsidiaries around the world. With about $48 billion in total assets under management, AGF serves more than one million investors with offerings across the wealth continuum.


TRISTAN SONES, CFA


 Vice-President and Portfolio Manager
 AGF Funds Inc.


 


Funds Managed:


AGF Canadian Balanced Value Fund *AGF Canadian Bond Fund
AGF Canadian Conservative Income Fund
AGF Canadian High Yield Bond Fund
AGF Canadian Money Market Fund
AGF Global Government Bond Fund **
AGF Global High Yield Bond Fund
AGF Short-Term Income Class
AGF U.S. Dollar Money Market Account






Tristan Sones is Vice-President and Portfolio Manager at AGF with 15 years of experience. As one of the principal members of the award-winning AGF fixed income team, he is responsible for the co-management of domestic and global fixed-income mandates. He is the lead portfolio manager of AGF Global High Yield Bond Fund, AGF Canadian High Yield Bond Fund and AGF Canadian Bond Fund.  With a particular focus on credit, Tristan contributes to the team’s analysis of the global macroeconomic landscape. He also looks at global investment grade and non-investment grade debt and U.S. dollar, Euro and local currency denominated emerging market debt.

Tristan developed his fixed-income expertise by specializing in short-term bonds, money market securities and preferred shares. He joined AGF in 1993 and co-developed a personal financial risk-modeling application for AGF. In 1996, Tristan joined the investment management team as a fixed income analyst and has held positions of greater responsibility over time.

Tristan earned an Honours BA in Mathematics from the University of Waterloo, holds the Chartered Financial Analyst designation and is member of the Toronto CFA Society.


Philosophy:
Tristan uses a multi-style approach that includes global interest rate and currency anticipation while exploiting the spreads in the yield curve and credit quality to enhance returns.

 

* Fund name changed from AGF Canadian Real Value Balanced Fund, 11/07
**AGF RSP Global Bond Fund merged into AGF Global Government Bond Fund, May 23, 2008