CI's award-winning portfolio managers
The CI Investment Consulting team selects funds and their portfolio managers for G5|20 Series based on their investment process, proven ability to add value and "fit" into the overall portfolio diversification strategy. G5|20 Series offers you the expertise of award-winning managers with proven track records.
The portfolio managers have won more than 50 Morningstar Awards. Signature Global Asset Management's Chief Investment Officer Eric Bushell was named Morningstar's Fund Manager of the Decade in 2010 and Equity Fund Manager of the Year in 2009.
The portfolio construction skill of CI Investment Consulting is demonstrated through its management of Portfolio Select Series and Portfolio Series. Portfolio Select Series won the Morningstar Award for Best Fund of Funds program in 2013 and Portfolio Series won the same category in 2011 and 2012.
Signature Global Asset Management's advantage is its approach in which asset class and sector specialists combine their research to develop a comprehensive picture of a company and its securities. The team of 35 investment professionals is led by Chief Investment Officer Eric Bushell, who was named Morningstar’s Fund Manager of the Decade in 2010. Signature manages over $50 billion.
Cambridge Global Asset Management is led by Co-Chief Investment Officers Alan Radlo and Brandon Snow and Chief Market Strategist Robert Swanson. They investment in companies that are building long-term economic value. Cambridge Global Asset Management is a division of CI Investments and has offices in Boston and Toronto. The team manages over $12 billion.
Harbour Advisors, a division of CI Investments, is led by Senior Portfolio Managers Ryan Fitzgerald and Roger Mortimer. Harbour’s approach entails buying high-quality businesses at a sensible price, and following a patient, long-term outlook.
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 over US$13 billion.
Epoch Investment Partners, Inc. is a New York-based investment management firm founded by Wall Street veteran William Priest and associates. Epoch uses a unique value-based approach that focuses on companies with superior shareholder yield. The team manages over US$35 billion.
Picton Mahoney Asset Management is a portfolio management firm led by David Picton and Michael Mahoney. The use of quantitative analysis is the foundation of their approach. Picton Mahoney maintains a disciplined focus on fundamental change, coupled with strong risk controls and portfolio construction techniques. The firm manages about $7 billion.
QV Investors Inc. is a Calgary-based, employee-owned portfolio management firm that serves individual and institutional investors. QV follows a value-based approach in which it seeks companies with better returns and lower valuations than those of the market. The firm is led by Chief Investment Officer Joe Jugovic and manages over $6 billion.