CI’s strength comes from our 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 professional 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.
Portfolio Management Teams
CI Global Asset Management (CI GAM) is an integrated global investment asset manager with a strong lineup of relevant investment solutions that will help today’s investors meet their financial goals. Our strength comes from our lineup of portfolio managers and the range of expertise they provide. Our teams employ some of the industry’s brightest investment minds, whose knowledge and experience in research, security selection and risk management work on your behalf.
CI Multi-Asset Management is responsible for the construction and management of CI Global Asset Management' managed solutions programs. Based in Toronto, the team oversees approximately $38 billion1 of assets invested in customized managed portfolio solutions for individuals, families and businesses. The team is led by portfolio manager Alfred Lam.
Marret Asset Management Inc.2 is a Toronto-based alternative asset manager specializing in global and Canadian fixed income. The firm, which manages over $2 billion1 in assets, 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 high yield, investment grade corporate and government debt, and alternative strategies on behalf of institutional, high net worth and retail clients.
Bill Kanko and Richard Jenkins, the founder and chairman respectively at
Black Creek Investment Management Inc., have proven that quality active management adds value to a portfolio. As portfolio managers, 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.
DoubleLine Capital LP is an independent, employee-owned money management firm based in Los Angeles, California with over US$148 billion1 in combined assets under management invested across a wide array of investment strategies. DoubleLine’s portfolio managers have actively managed fixed income portfolios through numerous credit and market cycles. Their strategies have proven performance, and their reputation in fixed income is unparalleled.
Picton Mahoney Asset Management is led by David Picton and Michael Mahoney. The firm is known for its successful application of quantitative analysis to investing.
Altrinsic Global Advisors, LLC3 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.
Munro Partners is an independent global absolute return equity manager with a core focus on growth equities. Through its proprietary investment process, worldwide network and unique knowledge base, Munro seeks to invest in and benefit from some of the key structural changes that occur in our world today. Its portfolio managers give investors access to institutional quality and look to invest their clients’ money as they would invest their own. They focus on generating meaningful absolute annualized returns for investors through the investment cycle, while maintaining a capital preservation mindset. The team is led by Chief Investment Officer Nick Griffin and is based in Melbourne, Australia.
1As at December 31, 2019
2Marret Asset Management Inc. is a majority owned subsidiary of CI Financial Corp. and an affiliate of CI Global Asset Management
3CI Financial Corp. holds a minority interest in Altrinsic Global Advisors, LLC.