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Sunwise Essential Ci Canadian Balanced Segregated Investment Class (0P0000Q39S)

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20.030 +0.021    +0.11%
28/04 - Closed. Currency in CAD
Type:  Fund
Market:  Canada
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 38.49M
SunWise Essential CI Cambridge Canadian Asset Allo 20.030 +0.021 +0.11%

0P0000Q39S Overview

 
On this page you'll find an in-depth profile of Sunwise Essential Ci Canadian Balanced Segregated Investment Class. Learn about the key management, total assets, investment strategy and contact information of 0P0000Q39S among other information.
Category

Tactical Balanced

Total Assets

38.49M

Expenses

Inception Date

Sep 16, 2010

Contact Information

Address 15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada
Phone +1 416 3641145
Fax 416-364-1145

Top Executives

Name Title Since Until
John Shaw Vice President 2023 Now
Biography John Shaw, Vice-President, Portfolio Management and Portfolio Manager started in the investment industry in 1990. He has experience in international credit analysis, trading and portfolio management. Mr. Shaw’s responsibilities are focused on corporate bonds and preferred shares. Prior to joining Signature in 2004, he worked at Canada Life Assurance for 13 years, most recently as a U.S. corporate bond trader. Mr. Shaw holds a BA in Economics from Queen’s University and the Chartered Financial Analyst designation.
Kevin McSweeney Portfolio Manager 2023 Now
Biography Kevin McSweeney has 12 years of financial services and investment management experience and is a member of the team responsible for infrastructure and REITs. He moved to this team from the high-yield, convertible bond and leveraged loan assets team in 2016. Mr. McSweeney holds a Bachelor of Arts (Honours) from St. Mary's University and a Master of Business Administration from Dalhousie University.
Robert Swanson Portfolio Manager 2012 2023
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 2023
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) 2010 2011
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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