Continually earning your trust by exemplifying the highest standards of wealth management and by investing your family s money as we do our own

Transcription

1 MANAGER PROFILE

2 Continually earning your trust by exemplifying the highest standards of wealth management and by investing your family s money as we do our own families.

3 CAMBRIDGE TEAM Alan Radlo* Chairman Emeritus Stephen Groff Brandon Snow Chief Investment Officer Greg Dean Robert Swanson* Chief Market Strategist Geoff Scott Institutional Tyler Hildebrand Trader Paul Marcogliese Fixed Income Danesh Rohinton Grant Connor Jordan McNamee Kam Marzoughi Derek Cangiano Authi Seevaratnam Ian Turnbull Joe German VP Business Development Diane Burke Office Administrator Based in Toronto and Boston, Cambridge Global Asset Management was founded in 2008 on an idea that investment managers should manage your money the way they manage their own and their families money. In 2011, Brandon Snow, Bob Swanson, Greg Dean and Stephen Groff joined founder and Chairman Emeritus Alan Radlo at Cambridge. The firm is guided by three core principles: 1) Alignment of interests between you and Cambridge 2) Preserving your hard-earned savings by maintaining a focus on downside protection 3) Judging success in absolute returns over the long term, not against a benchmark or peer group annually. Investment decisions at Cambridge are focused on compounding value for clients over time and having the patience to buy at opportune times. Cambridge feels their success is defined by the partnerships they have formed with those who are investing their hard-earned dollars alongside the team members and their families. With the trust of both retail and institutional partners, Cambridge is both humbled and flattered to be managing assets for over 123,000 + Canadian clients from coast to coast. For more information, visit ci.com and click on the Cambridge logo for access to our team profiles, blogs, podcasts and much more.

4 CAMBRIDGE PHILOSOPHY ACTIVE MANAGEMENT ABSOLUTE RETURN, CAPITAL PRESERVATION OWNERSHIP MENTALITY Bottom-up portfolio construction Extensive diversified investment experience on the team Tactical asset allocation (cash is always an option) Primary focus is understanding the risks Invest in good companies where management is aligned with shareholders Portfolios are constantly rebalanced to optimal risk/reward levels The Cambridge PMs and team are invested alongside you Compensation tied to value creation Disciplined analysis leads to high conviction in our holdings AT CAMBRIDGE, WE: Are invested alongside you, our families and friends in the portfolios that we manage Are not afraid to look different from the index or peer group Believe avoiding big losses is the key to long term wealth compounding

5 CAMBRIDGE SUITE Cambridge offers a full suite of portfolios across the entire risk/reward spectrum: SMALL & MID-CAP EQUITY LARGE-CAP EQUITY POTENTIAL RETURN DIVERSIFIED INCOME & BALANCED Cambridge Global High Income Cambridge Monthly Income Cambridge Asset Allocation DIVIDEND EQUITY Cambridge Canadian Dividend Cambridge U.S. Dividend Cambridge Global Dividend Cambridge Canadian Equity Cambridge American Equity Cambridge Global Equity Cambridge Pure Canadian Equity Cambridge Canadian Growth Companies Cambridge Growth Companies POTENTIAL RISK DIVERSIFIED INCOME & BALANCED Balanced mandates with a focus on total return and downside protection. DIVIDEND EQUITY Dividend mandates with a focus on companies with the potential to grow their dividend. LARGE-CAP EQUITY Large-cap equity mandates with a focus on total return. SMALL & MID-CAP EQUITY Small and mid-cap equity mandates with a focus on companies with strong growth potential.

6 *Associated with CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. Certain funds associated with Cambridge Global Asset Management are sub-advised by CI Global Investments Inc. + This number does not include clients holding Cambridge portfolios that are part of CI or Assante managed solutions, or clients who hold funds via institutional accounts. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. CI Investments, CI Investments design and Cambridge are registered trademarks of CI Investments Inc. Cambridge Global Asset Management is a division of CI Investments Inc. Certain funds associated with Cambridge Global Asset Management are sub-advised by CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. Certain portfolio managers of Cambridge Global Asset Management are registered with CI Investments Inc. Published August Queen Street East, Twentieth Floor, Toronto, Ontario M5C 3G7 I Head Office / Toronto Calgary Montreal Vancouver Client Services _E (09/17)