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CI Global Asset Management Continues Integration of its Global Investment Platform with Team-Based Approach to Dividend and Canadian Equity Strategies

T.CIX | June 2, 2021

CI Global Asset Management (“CI GAM”) today announced portfolio management appointments to selected dividend and Canadian equity funds in the latest steps in the evolution of its integrated global investment platform.

“These appointments demonstrate the benefits of CI GAM’s move to integrate its investment management teams,” said Kurt MacAlpine, Chief Executive Officer of CI Financial, CI GAM’s parent company. “We are leveraging a wider range of talent and expertise to support these mandates and ensuring that our clients benefit from the full range of CI GAM’s extensive resources and experience in investment management.”

The company announced in November 2020 that it would be integrating its in-house boutique investment teams into one team operating under the CI Global Asset Management brand. Portfolio managers and analysts are being aligned by investment strategy rather than by investment boutique. The integration is allowing for greater collaboration and sharing of ideas and best practices across the organization and a significant increase in the depth and breadth of CI GAM’s research coverage.

“We believe the transition to an integrated platform, with its increasingly free flow of information and exchange of research and insights among our investment professionals, has contributed to the improving relative performance of CI funds in recent quarters,” Mr. MacAlpine said.

The appointments, which are effective today, are listed in the table below. CI GAM is adding portfolio managers with specific experience in those mandates and sectors to selected dividend and Canadian equity funds.

They include:

Peter Hofstra, CFA, who has over 18 years of investment management experience and joined CI GAM in 2017. He is also Lead Portfolio Manager of CI North American Dividend Fund and CI Canadian Investment Fund and co-manager of Cambridge Canadian Equity Fund and Cambridge Canadian Equity Corporate Class.

Bryan Brown, CA, CPA, CFA, who has more than 15 years of financial industry experience and focuses on North American dividend and income-paying equity securities. He is Lead Portfolio Manager of Sentry All Cap Income Fund and Co-Manager of Sentry Canadian Income Fund. Bryan is also a member of the User Advisory Council, which assists the Accounting Standards Board in developing high-quality accounting standards.

Danesh Rohinton, who joined CI GAM in 2013 and previously worked at BMO Capital Markets as a research associate covering U.S. banks. He is co-manager of Cambridge Global Dividend Fund and Cambridge Global Dividend Corporate Class.

Bunty Mahairhu, CFA, who has 13 years’ industry experience and joined CI GAM in 2016. His focus is financials and real estate investment trusts.

Greg Quickmire, CFA, who has seven years of investment experience and specializes in the health care, media and telecommunications sectors.

Jeremy Rosa, CFA, who has 10 years of investment experience and focuses on the technology sector.

The portfolio management appointments are as follows:

Fund	New managers	Previous manager(s)
Canadian Equity
Cambridge Canadian Equity Fund, Cambridge Canadian Equity Corporate Class	Stephen Groff, Peter Hofstra, Bryan Brown	Stephen Groff, Peter Hofstra
Canadian Dividend
Cambridge Canadian Dividend Fund, Cambridge Canadian Dividend Corporate Class	Stephen Groff, Peter Hofstra, Bunty Mahairhu	Stephen Groff
CI Canadian Dividend Private Pool	Stephen Groff, Peter Hofstra, Bunty Mahairhu	Stephen Groff
U.S. Dividend
Cambridge U.S. Dividend Fund, Cambridge U.S. Dividend Registered Fund, Cambridge U.S. Dividend US$ Fund	Stephen Groff, Peter Hofstra, Greg Quickmire, Jeremy Rosa	Stephen Groff
Global Dividend
Cambridge Global Dividend Class	Stephen Groff, Danesh Rohinton	Stephen Groff
Sentry Global Equity Income Private Pool Class	Stephen Groff, Danesh Rohinton	Stephen Groff

About CI Global Asset Management

CI Global Asset Management is one of Canada’s largest investment management companies. It offers a wide range of investment products and services and is on the Web at www.ci.com . CI GAM is a subsidiary of CI Financial Corp. (TSX: CIX, NYSE: CIXX), an independent company offering global asset management and wealth management advisory services with approximately $287.5 billion in total assets as at April 30, 2021.

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