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Ci U.s. Stock Selection Class A (0P000071KT)

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Keadaan

Frekuensi

Sekali
%

Frekuensi

Frekuensi

Kaedah Penyampaian

Status

Tambah kepada/Keluarkan daripada Portfolio Tambah kepada Portfolio
Tambah ke Senarai Lihat
Tambah Kedudukan

Kedudukan berjaya ditambah ke:

Sila namakan portfolio pegangan anda
 
63.994 +0.100    +0.16%
13/11 - Ditutup. Matawang dalam CAD
Jenis:  Dana
Pasaran:  Sepanyol
Penerbit:  CI Investments Inc
Kelas Aset:  Ekuiti
  • Penarafan Morningstar:
  • Jumlah Aset: 842.54M
CI American Value 63.994 +0.100 +0.16%

Tinjauan 0P000071KT

 
Di laman ini anda akan mendapat profil terperinci Ci U.s. Stock Selection Class A. Ketahui tentang pengurusan kanan, jumlah aset, strategi pelaburan dan maklumat untuk dihubungi 0P000071KT antara maklumat lain.
Kategori

US Equity

Jumlah Aset

842.54M

Perbelanjaan

Tarikh Permulaan

Mei 27, 1957

Maklumat Untuk Dihubungi

Alamat 15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada
Telefon +1 416 3641145
Faks 416-364-1145

Eksekutif Tinggi

Nama Tajuk Sejak Sehingga
Peter Hofstra Vice President, Portfolio Manager 2021 now
Biografi 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
Biografi 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
Biografi 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
Biografi 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
Biografi 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
Biografi 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
Biografi 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
Biografi 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
Biografi 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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