Empire Life Dividend Growth Mutual Fund and certain series of all Empire Life mutual funds were closed to new purchases as of October 3, 2022. These funds were subsequently terminated on December 5, 2022. See the press release for further details.

Jane Halliday, Senior Portfolio Manager, Global Equities to retire December 31, 2015

I would like to advise you that Jane Halliday, CFA, Senior Portfolio Manager, Global Equities has decided to retire effective December 31, 2015.  Jane has been a valuable member of the global equity team. She leads the Empire Life American Value Fund and the Empire Life Global Equity Fund, segregated funds offered by The Empire Life Insurance Company.

Jane has had a long and illustrious career in the investment industry that spans more than three decades.  She spent the last 13 years of her career with The Empire Life Insurance Company and since 2012, Empire Life Investments Inc., successfully managing our US equity and many global equity investments. I would like to personally thank Jane for her contributions, dedication and commitment to our company.

Jane will continue to work closely with her colleagues on the investment team. The team uses the same conservative, value-oriented team approach with a focus on downside protection that has been the hallmark of The Empire Life Insurance Company and its subsidiary, Empire Life Investments Inc.*, collectively for more than 50 years.

Until a replacement is found following Jane’s departure, I will step in on an interim basis to manage the portfolios with the rest of the Empire Life Investment Team.

Please join me in congratulating Jane and wishing her the best in her retirement.  

Sincerely,  

Gaelen Morphet, CFA
Senior Vice President & Chief Investment Officer
Empire Life Investments