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10.286
+0.050
+0.48%
21/11 - 闭盘. USD 货币
- 晨星评级:
- 总资产: 1.07B
CI Cambridge Asset Allocation Corporate Class
10.286
+0.050
+0.48%
0P0000NCER概述
本页面提供CI Canadian Asset Alloc Corp Cl A的详细介绍，帮助您了解0P0000NCER的高管、总资产、投资策略和联系方式等信息。
联络信息
地址
15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada
Toronto,ON M5J 0A3
Canada
电话
+1 416 3641145
传真
416-364-1145
网址
www.ci.com
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| Grant Connor | Portfolio Manager | 2024 | now |
| Matthew Strauss | Vice President | 2022 | now |
| 背景介紹 | Matthew Strauss, Vice-President, Portfolio Management and Portfolio Manager of Signature Global Advisors of CI Investments Inc., has over 20 years of investment industry experience. Currently, Mr. Strauss provides macroeconomic strategy on the foreign exchange and emerging market components of the Signature mandates and is a member of the Signature Asset Allocation Committee. Mr. Strauss holds the Chartered Financial Analyst designation and is a graduate of the University of Stellenbosch, South Africa (B. Comm., M.A.). | ||
| Bryan Brown | Portfolio Manager | 2021 | now |
| 背景介紹 | Bryan joined CI Global Asset Management in 2013 and has more than 15 years of experience in the financial industry. Prior to joining CI, he was an equity research analyst focused on the financial services sector at a global investment firm. He began his career as an auditor at one of the “Big Four” accounting firms, specializing in financial services. Bryan is a member of the User Advisory Council of the Accounting Standards Board (AcSB). He graduated with an Hon. BBA degree from Wilfrid Laurier University. He also holds his CA and CFA designation. | ||
| Robert Swanson | Portfolio Manager | 2011 | now |
| 背景介紹 | Robert Swanson, Principal and Chief Market Strategist, provides guidance on macro-economic trends and asset allocation strategies for the Cambridge Global Asset Management team. Prior to his current role, he was lead manager of several mutual funds at Fidelity Investments. Mr. Swanson holds a B.Sc. in finance from Northern Illinois University, an MBA from Northwestern University, and the Chartered Financial Analyst designation. Mr. Swanson is associated with CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. | ||
| Paul Marcogliese | Vice President | 2020 | 2024 |
| 背景介紹 | Paul Marcogliese serves as a Fixed Income Portfolio Manager at Cambridge Global Asset Management. He is responsible for managing Cambridge Bond Fund and is the co-manager of Cambridge Asset Allocation Corporate Class, Cambridge Global High Income and Cambridge Monthly Income Funds. Paul's career in he investment industry began in 1999 and he joined Cambridge in 2016. Paul holds a Bachelor of Mathematics from the University of Waterloo, a Bachelor of Business Administration from Wilfrid Laurier, and the Chartered Financial Analyst designation. | ||
| Peter Hofstra | Vice President, Portfolio Manager | 2021 | 2022 |
| 背景介紹 | Peter Hofstra joined CIGAM in July 2017 as Senior Portfolio Manager. Prior to joining CI, He was CIO and Managing Director of Investment Research at Manitou. He was also co-founder of a clean technology investment LP. Prior, Mr. Hofstra was PM at a mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science & technology fund. He has a B.Sc. in Chemistry and a PhD in Engineering Physics. He also spent 8 years with a technology firm, initially serving as a Senior Scientist and then becoming the VP of Research & Development. He holds the CFA designation. | ||
| Danesh Rohinton | Research Analyst | 2020 | 2022 |
| 背景介紹 | Danesh joined CI Global Asset Management in 2013 and began his career in the investment industry in 2012. Prior to joining CI, Danesh worked at BMO Capital Markets in New York as a research associate covering U.S. banks. He also has prior experience as a Research Analyst at Sentry Investment Management. Danesh holds a Bachelor of Business Administration from Wilfrid Laurier University. | ||
| Brandon Snow | Portfolio Manager | 2011 | 2020 |
| 背景介紹 | Brandon Snow, Principal and Portfolio Manager of Cambridge Global Asset Management, began his investment career in 2003. Prior to joining Cambridge in 2011, he was portfolio manager of two Canadian-focused equity funds at Fidelity Investments with a total of $1.7 billion in assets and was the winner of a Lipper Fund Award. Mr. Snow holds a BA in Economics and Financial Management from Wilfrid Laurier University. | ||
| Alan R. Radlo | CIO (Chief Investment Officer) | 2007 | 2012 |
| 背景介紹 | Alan Radlo, Chief Investment Officer of Cambridge Advisors. Mr. Radlo joined CI Investments in 2008 to found Cambridge Advisors. Prior to that, he was a portfolio manager at Fidelity Investments. In his 21-year career at the company, Mr. Radlo analyzed and selected stocks for Canadian, American and global equity portfolios. Prior to that, he worked as an analyst and a portfolio manager of a small-cap growth fund at Bank of Boston. He holds an economics degree from Brandeis University and a MBA from the University of Massachusetts in Amherst, Massachusetts. | ||
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