Portfolio Management Expertise

home iconCI’s strength comes from our lineup of portfolio managers and the variety of expertise and experience that they provide – all under one roof

burst iconRather than offering just one investment style, CI has engaged professional money managers in all disciplines: value, blend (growth at a reasonable price) and growth.

star iconThese 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

Signature Global Asset Management manages over $50 billion1 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. Based in Toronto, the team is led by Chief Investment Officer Eric Bushell.

 Cambridge Global Asset Management, based in Boston and Toronto, manages approximately $20 billion1 in assets on behalf of retail and institutional clients across multiple asset classes. The Cambridge philosophy is centered around true active management, downside risk management, and the personal alignment of manager-client interests. The team is led by 5 Principals: Brandon Snow, Alan Radlo, Robert Swanson, Stephen Groff and Greg Dean. 

Sentry Investment Management is based in Toronto and its investment team offers expertise across a multitude of asset classes through a wide range of portfolios. Each member of the team shares a disciplined investment philosophy and a common goal: to deliver superior risk-adjusted returns measured over a period of years, not quarters or months.  

CI Multi Asset Management is responsible for the construction and management of CI Investments' 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.  

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. 

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.

Epoch Investment Partners, Inc. employs a value-based, bottom-up approach to investing. Based in New York, the team is led by William Priest, who has more than 45 years of investment management experience.

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.

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, 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.

Based in Calgary, QV Investors Inc. is an independent manager and makes a specialty of small-cap equity and balanced fund management. The team 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.

Lawrence Park Asset Management4 is a Toronto-based alternative fixed income manager specializing in low volatility, alpha-oriented investment solutions. Founded in 2011 by Chief Executive Officer Andrew Torres, Lawrence Park is comprised of seasoned investment professionals with extensive fixed-income and credit trading expertise honed at global bond dealers and investment managers. They utilize a disciplined investment approach to source value from domestic and global fixed income markets through active trading strategies with a focus on risk management and downside protection. Their goal is to offer diversification to traditional fixed income and seek to provide consistent returns through all fixed income environments.

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.


  1. As at December 31, 2018
  2. Marret Asset Management Inc. is a partly owned subsidiary of CI Financial Corp. and an affiliate of CI Investments Inc.
  3. CI Investments Inc. has a profit sharing arrangement with Altrinsic Global Advisors, LLC.
  4. CI Financial Corp. holds a minority interest in Lawrence Park Asset Management.