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Ci Canadian Asset Allocation Corporate Class W (0P0000NDAL)
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21/07 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 1.61B
CI Cambridge Asset Allocation Corporate Class W
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- Overview
- Profile
- Historical Data
- Holdings
0P0000NDAL Overview
On this page you'll find an in-depth profile of Ci Canadian Asset Allocation Corporate Class W. Learn about the key management, total assets, investment strategy and contact information of 0P0000NDAL among other information.
Investment Strategy
This fund's objective is to achieve a superior total investment return by investing, directly or indirectly, in a combination of primarily equity and fixed income securities of Canadian companies. Indirect investments may include convertible securities, derivatives, equity-related securities and securities of other mutual funds.
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 AIC in March 2002 as a Senior Investment Analyst. He was appointed Vice President and Portfolio Manager in May 2006. Peter's portfolio managment responsibilities are: Lead Portfolio Manager for AIC Diversified Science & Technology Fund, and Portfolio Manager for AIC Value Fund. Peter has a B.Sc. in Chemistry from the University of Guelph and a PhD in Engineering Physics from McMaster University. He earned his Chartered Financial Analyst designation in 2005. | ||
| Bryan Brown | Portfolio Manager | 2021 | Now |
| Biography | Bryan joined CI Global Asset Management in 2013. Prior to that, Bryan 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. Bryan is a member of the User Advisory Council. Bryan graduated with an Honours Bachelor of Business Administration degree from Wilfrid Laurier University. He also holds his Chartered Accountant and Chartered Financial Analyst designations and has completed the Canadian Options Licensing Course, Futures Licensing and Derivative Fundamentals Course. | ||
| Paul Marcogliese | Vice President | 2020 | Now |
| Biography | 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. | ||
| Danesh Rohinton | Research Analyst | 2020 | Now |
| Biography | 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. | ||
| Robert Swanson | Portfolio Manager | 2011 | Now |
| Biography | 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. | ||
| Brandon Snow | Portfolio Manager | 2011 | 2020 |
| Biography | 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 |
| Biography | 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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