WE THINK AND ACT DIFFERENTLY


Founded in 2004 and 100% employee-owned, we invest alongside our clients using a momentum-based investment process.

 

Precise Portfolios
We offer carefully engineered portfolios designed to meet the precise needs of our clients. But what unites our strategies is our focus on maximizing risk-adjusted returns.

Critical Thinking
Our innovative strategies are rooted in fundamental change, sophisticated modelling, stress testing and forward thinking to maximize returns for each intended risk.
 

Sophisticated Controls
Our agile and sophisticated controls constantly test and retest our outlook and allocations (disrupting our assumptions).


Our founding portfolio managers believe in the same investment philosophy and rely on the same disciplined, consistent and repeatable momentum-based investment process when constructing and managing our clients’ portfolios.

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Our suite of funds gives investors more choice and ease of access to equity exposure—helping investors achieve their financial goals with greater certainty.

EXPERT INSIGHTS

 

Thought leaders and portfolio managers from across CI Global Asset Management offer insights into the trends, events, policies and politics that are creating investment risks—and opportunities—around the world.

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Fund Commentaries

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