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CI U.S. Dividend Fund Class F (0P00012SAC)

加拿大多伦多

从投资组合添加/删除添加至投资组合

19.776 -0.040 -0.19%

04/11 - 延迟数据. USD 货币

类型: 基金

市场: 加拿大

发行商: CI Investments Inc

资产类别: 股票

晨星评级:
总资产: 352.35M

0P00012SAC概述

本页面提供CI U.S. Dividend Fund Class F的详细介绍，帮助您了解0P00012SAC的高管、总资产、投资策略和联系方式等信息。

种类

U.S. Dividend & Income Equity

总资产

352.35M

费用

开始日期

2006年6月13日

联络信息

地址 15 York Street, 2nd Floor
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
Moiz Valji	Portfolio Manager	2023	now
Peter Hofstra	Vice President, Portfolio Manager	2021	now
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.
Greg Quickmire	Portfolio Manager & Senior Investment Analyst	2021	2023
背景介紹	Greg Quickmire joined Harbour Advisors in 2014. Prior to that, he held various positions at CI Investments and its affiliates. Mr. Quickmire holds an HBA with distinction from the Ivey Business School and is a CFA charterholder. While at Ivey, he was awarded the Fairfax Prize for producing the top group investment thesis in his Value Investing course.
Jeremy Rosa	Portfolio Manager & Senior Investment Analyst	2021	2023
背景介紹	Jeremy Rosa joined Harbour Advisors as an investment research analyst in 2011. Prior to joining the group, he held various positions at CI investments and its affiliates. Most recently, he was a securities trader at Assante Wealth Management. Mr. Rosa holds the Chartered Financial Analyst designation and graduated from Financial Planning Management at George Brown College.
Stephen Groff	Principal	2015	2021
背景介紹	Stephen Groff, Principal and Portfolio Manager. Mr. Groff has over nine years of investment management experience and was awarded co-winner of the Morningstar Breakout Fund Manager of the Year and a TopGun Investment Mind in the Brendan Wood International Canadian investment rankings for 2015. Prior to joining CI in 2011, he was a research analyst at Fidelity Investments, where he managed a portion of Fidelity Canadian Disciplined Equity Fund.
Robert Swanson	Portfolio Manager	2013	2015
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.
Alan R. Radlo	CIO (Chief Investment Officer)	2013	2015
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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