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Nome | Título | Desde | Até |
---|---|---|---|
Jack Hall | Portfolio Manager | 2023 | Agora |
Biografia | Jack joined CIGAM in 2012 and has more than 5 years of experience in financial services. He is a member of the North American equity income team, and is co-manager of CI U.S. Equity Fund, CI U.S. Equity & Income Fund, CI Canadian Small/Mid Cap Equity Income Fund, CI American Small Companies Fund, CI American Small Companies Corp. Class, CI Global Smaller Companies Fund & CI Global Smaller Companies Corp. Class. He is responsible for North American dividend & income paying equity securities. He graduated with an Hon. Bachelor of BBA from Wilfrid Laurier University. He holds the CFA designation | ||
Aubrey Hearn | Portfolio Manager | 2021 | Agora |
Biografia | Aubrey joined CI Global Asset Management in 2005 and has more than 15 years of experience in the financial industry. Aubrey has a keen understanding of business dynamics, a dedication to internal research and a strong focus on investing in high-quality, dividend-paying companies. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year, which recognizes exceptional and consistent fund outperformance over 10 years. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation. | ||
Evan Rodvang | - | 2021 | Agora |
Stephen Groff | Principal | 2012 | 2021 |
Biografia | 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. | ||
Greg Dean | Founder | 2014 | 2021 |
Biografia | "Greg founded Langdon Equity Partners in 2021 and is the firm’s CIO. He is the lead Investor for Global and Canadian smaller companies’ portfolios. Greg has over 15 years of experience in investment management. Before founding Langdon, he was a Partner and Portfolio Manager at Cambridge Global Asset Management (a boutique within CI Investments), responsible for the Canadian and Global smaller companies portfolios, having joined there in 2011 as an analyst. While at Cambridge, Greg was the joint recipient of the prestigious Morningstar Breakout Fund Manager of the Year in 2015. | ||
Brandon Snow | Portfolio Manager | 2011 | 2015 |
Biografia | 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) | 2011 | 2012 |
Biografia | 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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