CI Global Asset Management Appoints Portfolio Manager for Two U.S. Small-Cap Funds
SBH is a
To manage the Funds, CI GAM has selected SBH’s Quantitative Team, which has been managing small-cap equity portfolios since 2008. The team’s quantitative investment approach targets “well-rounded” stocks that lead in multiple dimensions, including value characteristics, positive company momentum factors, corporate strength and profitability. Risk management is embedded in the SBH approach and is designed to support “intelligent risk-taking.”
“SBH provides a unique and differentiated approach to investing in
SBH’s Quantitative Team is led by
SBH is a wholly owned subsidiary of
About CI Global Asset Management
CI Global Asset Management (“CI GAM”) is one of Canada’s largest investment management companies. It offers a wide range of investment products and services and is on the Web at www.ci.com. CI GAM is a subsidiary of
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AUA/AUM as of
3/31/24 isUS$25.41 billion . Corient Private Wealth assets of$7.03 billion are included in the AUM portion and Model UMA assets of approximately$558.5 million are included in the AUA portion of the AUM/AUA total.
This communication is intended for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase mutual funds managed by CI Global Asset Management and is not, and should not be construed as, investment, tax, legal or accounting advice, and should not be relied upon in that regard. Every effort has been made to ensure that the material contained in this document is accurate at the time of publication. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies. These investments may not be suitable to the circumstances of an investor.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
CI Global Asset Management is a registered business name of CI Investments Inc.
©CI Investments Inc. 2024. All rights reserved.
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Vice-President, Corporate Communications
416-681-3254
moxby@ci.com
Source: CI Global Asset Management