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globefund.com 20 min. delayed |
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CI’s strength comes from our outstanding lineup of portfolio managers and the variety of expertise and experience that they provide – all under one roof. Rather than offering just one investment style, CI has engaged leading money managers in all disciplines: value, blend (growth at a reasonable price) and growth.
These managers have been selected for their strategic focus, consistent discipline and long-term track record of investing here in Canada and around the world.
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Signature Global Advisors of Toronto, a division of CI Investments Inc., manages over $20 billion in assets across all asset classes, including fixed income and Canadian and global equities. Signature’s advantage is its approach in which portfolio managers and analysts specializing in each asset class and sector combine their research to develop a comprehensive picture of a company and its securities. The team is led by Chief Investment Officer Eric Bushell. |
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Harbour Advisors was established in 1997 to provide above-average long-term returns by investing in easy-to-understand, quality businesses. Gerry Coleman, who has managed money for institutions and mutual funds for over 35 years, and Stephen Jenkins are the lead portfolio managers. The Toronto-based team manages over $12 billion in assets. |
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Tetrem Capital Management Ltd. is an independent
investment mangement firm based in Winnipeg,
Manitoba and founded by Portfolio Manager
Daniel Bubis and his associates.
Mr. Bubis is known for his outstanding results as
portfolio manager of United’s Canadian Equity
Value Pool, which he has managed since it adopted
its current mandate in March 1993. He has
achieved strong results in both rising and
declining markets. Tetrem also manages Canadian
and U.S. mandates for other institutional and
private clients. Tetrem, which manages over
$8 billion in assets, follows a value-based,
contrarian investment approach.
Mr. Bubis was appointed Lead Portfolio Manager of
CI Canadian Investment Fund in October 2006. |
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Cambridge Advisors
portfolio management team is led by Alan Radlo, whose extraordinary investment skill has placed him at the forefront of Canadian portfolio management. Mr. Radlo brings to the Cambridge Funds a successful track record of consistently rewarding investors with strong performance and protecting their capital in volatile markets. Mr. Radlo, Chief Investment Officer of the Cambridge Funds, has more than 25 years’ experience in the investment industry and has managed Canadian, U.S. and global large and small-cap equity portfolios.
The Cambridge team, as a division of CI Investments, benefits from CI’s financial strength, its administrative support and investments in technology that support Cambridge’s research, portfolio management and trading operations. |
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Trilogy Global Advisors, LLC is a New York-based investment firm that manages global equity, balanced and income portfolios. The team of 18 investment professionals, led by Chief Investment Officer William Sterling, is responsible for over $5 billion in assets. Trilogy’s growth-oriented investment process integrates top-down economic research and investment themes with bottom-up fundamental analysis and risk management. |
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Epoch Investment Partners, Inc. employs a value-based, bottom-up approach to investing. New York-based Epoch manages over $12 billion in assets and is led by William Priest, who has more than 45 years of investment management experience. |
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Legg Mason Capital Management, under the leadership of Bill Miller, provides investment advisory services for over $55 billion US in mutual fund and other investment accounts. It is a subsidiary of Legg Mason, Inc. of Baltimore, a financial services holding company. |
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Synergy Asset Management is led by David Picton and Michael Mahoney and manages more than $2 billion in assets. The Toronto-based firm is known for its successful application of quantitative analysis to investing. |
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Altrinsic Global Advisors, LLC follows a fundamental value approach in which the team seeks out high-quality undervalued companies worldwide. Founded by John Hock and associates, Altrinsic is based in Stamford, Connecticut, and manages more than $2 billion in assets. |
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Trident Investment Management, LLC combines top-down analysis with intensive bottom-up research, along with a focus on risk controls, in its approach to global equity investment management. Co-founded in 1998 by Nandu Narayanan, Trident is a New York-based investment firm that specializes in alternative investments. |
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QV Investors Inc. is a Calgary-based firm that manages over $900 million in investment portfolios for institutional and private clients. QV is an independent manager and makes a specialty of small-cap equity and balanced fund management. QV employs disciplined risk-management techniques to assure returns and has earned top-quartile results over the longer term. Its investment philosophy is embodied in its name – selecting investments of quality, value, and growth to build diversified, low-risk portfolios. |
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