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U.S. Dividend Growers Class      (Formerly US Dividend Growth Class)    
Portfolio Managers

FE:MID710 / LL:MID719 / DSC:MID720 / F Series:MID701

Shane Obata Shane Obata
Executive Director, Investments and Portfolio Manager

Shane Obata is a Director and Portfolio Manager at Middlefield Capital Corporation and is responsible for covering global equities across Middlefield's funds. Prior to joining MIDDLEFIELD® in 2018, he was a research analyst with Richardson GMP's asset management team.

He holds the Chartered Financial Analyst designation and a Master of Finance from Wilfrid Laurier University, where he was awarded the gold medal of academic excellence.

Shane offers a unique investment approach which combines quantitative finance and fundamental analysis.

Rob Lauzon Robert F. Lauzon
Managing Director and Deputy Chief Investment Officer

Robert F. Lauzon is Managing Director and has been employed by Middlefield Capital Corporation since 2002, bringing his discipline and acumen to numerous successful MIDDLEFIELD® products. Rob is Middlefield's Deputy Chief Investment Officer and Senior Portfolio Manager on a number of investment funds. He has been managing equity income portfolios since 2003 across Middlefield's Closed-End Funds and Mutual Funds. Rob manages the Income Plus Class mutual fund which won Lipper Awards in 2012, 2013 and 2017.

He holds an Honours Bachelor of Business Administration from Wilfrid Laurier University in Waterloo, Ontario, a Master of Business Administration degree from the Rotman School of Management at the University of Toronto, and holds the designation of Chartered Financial Analyst.

Rob is a frequent guest on BNN and is often interviewed for his market views for Canada's national newspapers.

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