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56.466
+0.190
+0.34%
- Morningstar Rating:
- Total Assets: 770.7M
CI American Value
56.466
+0.190
+0.34%
- Overview
- Profile
- Historical Data
- Holdings
Ci U.s. Stock Selection Class A Overview
On this page you'll find an in-depth profile of Ci U.s. Stock Selection Class A. Learn about the key management, total assets, investment strategy and contact information of 0P000071KT among other information.
Investment Strategy
This fund's objective is to achieve long-term capital growth by investing primarily in a broadly diversified portfolio of American equity securities.
Contact Information
Address
15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada
Toronto,ON M5J 0A3
Canada
Phone
+1 416 3641145
Fax
416-364-1145
Web
www.ci.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Peter Hofstra | Vice President, Portfolio Manager | 2021 | Now |
| Biography | 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 | Now |
| Biography | 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 | Now |
| Biography | 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. | ||
| William W. Priest | CEO and Portfolio Manager | 2002 | 2021 |
| Biography | Bill is Vice-Chair of Wealth, responsible for chairing TD's Wealth Strategy Committee created to develop TD Wealth's long-term corporate strategy. Bill is also the Chairman of the Board of Directors of TD Epoch and a portfolio manager for the company's high net worth clients. Prior to co-founding Epoch in 2004, Bill was a Co-Managing Partner and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC for three years. | ||
| David N. Pearl | Executive Vice President, Co–Chief Investment Officer and Portfolio Manager | 2002 | 2021 |
| Biography | Mr. David Pearl is a Co-Founder and serves as Executive Vice President, Co-Chief Investment Officer & Portfolio Manager at Epoch Investment Partners. Prior to co-founding Epoch in 2004 with Bill Priest, Tim Taussig and Phil Clark, David was a Managing Director and portfolio manager at Steinberg Priest & Sloane Capital Management, LLC where he was responsible for both institutional and private client assets. | ||
| Janet K. Navon | Managing Director, Portfolio Manager & Senior Research Analyst | 2012 | 2014 |
| Biography | Janet is the director of US research and is a portfolio manager for Epoch’s U.S. Small Cap, U.S. SMID Cap and Global Small Cap strategies. Prior to joining Epoch in 2007, Janet spent nine years as a senior analyst and co-portfolio manager at Steinberg Asset Mgmt. Prior to Steinberg, she was a founding principal of Atlantic Asset Mgmt. Janet’s experience also includes investment management positions at Columbus Circle Investors and J.P. Morgan Investment Mgmt. Janet holds a BS from Georgetown University School of Foreign Service and an MBA from Columbia University, Graduate School of Business. | ||
| Michael A. Lawless | - | 2001 | 2009 |
| Alec C. Murray | Vice President | 1999 | 2009 |
| Biography | Murray is vice president and associate director of equity research of MFS Investment Management. He joined the firm in 1993 as a research analyst following the biotechnology, pharmaceutical, and telecommunications equipment industries. He was named assistant vice president in 1996 and vice president in 1997. | ||
| John Laupheimer | - | 1999 | 2009 |
| Biography | John, CFA, is Senior Vice President (since 1995) of MFS and portfolio manager (since 1987) of the growth and income and core equity portfolios of our variable annuity, offshore, and institutional product lines. John joined the MFS Research Department in 1981 as a research analyst then was Director of Equity Research from 1999 to 2001. John graduated of Boston University and the MIT Sloan School of Management. | ||
| Kevin R. Parke | Senior Vice President | 1995 | 1999 |
| Biography | Parke joined Massachusetts Financial Services in 1985 as an industry specialist in the research department, and was named senior vice president of investments in 1993. Prior to joining the company, he spent two years as a staff accountant at Price Waterhouse. A value investor, he focuses on companies that are established market leaders with reasonable price/earnings multiples. A history buff, Parke also enjoys running and spending time with his family. | ||
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