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CI Institutional Asset Management

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.

 

Signature Advisors   Signature Global Asset Management of Toronto, a division of CI Investments Inc., manages over $40 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.
   
Cambridge Advisors   Cambridge Global Asset Management 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 Global Asset Management a successful track record of consistently rewarding investors with strong performance and protecting their capital in volatile markets. Mr. Radlo, Chief Investment Officer of Cambridge Global Asset Management, 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.

 
Harbour Advisors   Harbour Advisors aim to achieve above-average long-term growth while preserving their capital base. Equal importance is given to both “growth” and “value” parameters when assessing businesses for inclusion into the portfolios. Essentially, the Harbour team strives to invest in easy-to-understand, quality business with promising futures, whether they are located in Canada or other developed markets. This makes Harbour Funds ideal as core funds for all investors, especially risk-averse investors seeking conservative equity exposure. The Harbour team manages over $12 billion in assets on behalf of CI Investments.
   
Marret Asset Management Inc.   Marret Asset Management Inc. is a Toronto-based alternative asset manager specializing in global and Canadian fixed income. The firm was founded in 2001 by Barry Allan. Mr. Allan is backed by a highly experienced team of portfolio managers and research analysts. Marret has established particular expertise in investing in investment-grade and high-yield corporate debt, and alternative strategies on behalf of institutional, high net worth and retail clients.
   
Black Creek Investment Management   Bill Kanko and Richard Jenkins – the portfolio managers at Black Creek Investment Management – have proven that quality active management adds value to a portfolio. They believe that their ability to develop proprietary investment ideas will grow wealth for their clients. Their goal is to provide capital growth over the long-term through investment in common equities, and to achieve superior returns relative to equity market averages in general and to competitors.
   
Epoch Investment Partners   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.
   
Tetrem Capital Management   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.

   
Picton Mahoney Asset Management   Picton Mahoney 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.
   
Trident Investment Management   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.
   
Altrinsic Global Advisors   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 Greenwich, Connecticut, and manages more than $10 billion in assets.
   
QVGD Investors Inc.   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.
   
Red Sky Capital Management   Red Sky Capital Management is a Toronto-based alternative investment firm specializing in North American equities and which manages Canadian equity-focused mutual fund portfolios for CI Investments. The Red Sky team is led by Chief Investment Officer Tim Lazaris, who has extensive experience as an equity research analyst and portfolio manager. He is backed by a group of three portfolio managers and analysts. Red Sky is portfolio advisor to Red Sky Canadian Equity Corporate Class and a portion of CI Canadian Small/Mid Cap Fund.
   
Lawrence Park Capital Partners   An independent investment management firm based in Toronto, Lawrence Park Capital Partners is led by CEO Andrew C. Torres. The Lawrence Park team has over 65 years of combined experience in global credit markets.

 
  Funds mentioned on this website are available to Canadian residents only. © 2014 CI Financial Corp.