CI Global Balanced Fund (Series F units)(0P0001AE03)

多倫多

從投資組合中新增/移除新增至觀察名單

9.463 -0.020 -0.19%

07/01 - 延遲資料. USD 貨幣

種類: 基金

市場: 加拿大

發行者: CI Investments Inc

資產類別: 股票

晨星評級:
總資產: 555.13M

0P0001AE03綜觀

你可在本頁找到深入的CI Global Balanced Fund (Series F units)公司檔案，包括0P0001AE03的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。

類別

Global Equity Balanced

總資產

555.13M

費用

基金成立

2007年1月31日

聯絡資訊

地址 15 York Street, 2nd Floor
Toronto,ON M5J 0A3
Canada

電話 +1 416 3641145

傳真 416-364-1145

網絡 www.ci.com

主要管理層

名稱	主旨	成立於	直至
Melissa Casson	-	2024	now
Richard Schulte-Hostedde	Portfolio Manager	2016	now
自傳	Richard joined Black Creek in May 2016. He has experience investing in different levels of the capital structure as an analyst and portfolio manager. Prior to joining Black Creek, he spent 8 years at Cumberland Private Wealth where he was most recently Portfolio Manager, Fixed Income. He joined Cumberland in 2008 as a US Equity Analyst and transitioned to fixed income in 2011 where he assumed all responsibilities for managing the Cumberland Income Fund. He began his career in 2001.Richard earned an Honours BA in Economics from the University of Western Ontario and is a CFA® Charterholder.
Richard Jenkins	Chairman, Managing Director	2007	now
自傳	Richard joined Black Creek Investment Management in 2008 and has over 35 years of investment management experience as an investment analyst and portfolio manager of international equities. Prior to joining Black Creek, Richard was with AIM Trimark/Trimark Investment Management, where he was responsible for funds with combined assets of 10 billion dollars, including Trimark Europlus, Trimark Global Balanced Fund, Trimark Select Growth Fund, and Trimark Fund. He also has experience managing equity and real estate portfolios with Toronto Dominion Investment Management and with AMHC Alberta Heritage Savings and Trust fund. Richard has a Bachelor of Commerce degree with distinction from the University of Alberta, an MBA from INSEAD (European Institute of Business Administration), has completed programs in Behavioural Finance at Harvard University.
Samir Jhaveri	Director	2014	2023
自傳	Samir Jhaveri joined Black Creek Investment Management in April 2013 as Director of Global Equities. Samir has over 12 years of investment experience with a focus on global equities. Prior to joining Black Creek, he was a Global Equities Portfolio Manager at OMERS, Samir began his investment career at McLean Budden in 2000, as a global equity analyst. Samir earned an Honours Bachelor of Science degree with distinction from the University of Toronto and an MBA from INSEAD. He was granted the CFA designation in 2004.

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