Our Asset Allocation Team offers extensive expertise in securities, industries and asset classes all around the world. And while they may employ different investment strategies based on their specific objectives and areas of focus, they share a common goal of delivering superior risk-adjusted returns.
Our Asset Allocation Strategies can be single portfolio solutions that help investors achieve many goals—and many are available in mutual funds, exchange-traded funds, segregated funds, private pools, and institutional mandates.
Drummond Brodeur, MBA, CFA
Drummond Brodeur has been in the investment industry since 1989 and joined CI Global Asset Management in 2007. He has a strong background focused on China and the Pacific Basin. Prior to joining CI, Drummond’s experience included overseeing international portfolios at KBSH Capital Management, being a senior analyst with Caisse de Depot, and being a Portfolio Manager at Bankers Trust Australia. Drummond holds a Bachelor’s degree from the University of Western Ontario and two Master’s degrees from Monash University, Melbourne, Australia. He has also earned the Chartered Financial Analyst designation.
James Dutkiewicz, CFA
James joined CI Global Asset Management in 2012 and is an industry veteran with more than 20 years of experience analyzing and managing bonds. James continues to lead the fixed-income components of many of CI’s key mandates, while providing leadership on the asset allocation strategy and oversight to the investment team. James graduated with a Bachelor of Arts in Economics degree from Wilfrid Laurier University and holds the Chartered Financial Analyst (CFA) designation.
Jack Hall, CFA
Jack joined Sentry in 2012 and has more than 5 years of experience in the financial services industry. Jack is a member of the North American equity income team and he is the co-manager of CI U.S. Equity Income Fund, CI U.S. Equity & Income Fund, CI Canadian Small/Mid Cap Equity Income Fund, CI American Equity Fund and CI American Equity Corporate Class. He is also a manager on the Sentry portions of CI American Managers Corporate Class, and Select U.S. Equity Managed Corporate Class, and continues to be responsible for research and analysis of North American dividend- and income-paying equity securities. Jack graduated with an Honours Bachelor of Business Administration from Wilfrid Laurier University. He holds the Chartered Financial Analyst (CFA) designation.
Aubrey Hearn, CFA
Aubrey joined CI Global Asset Management in 2005 and has more than 15 years of experience in the financial industry. Aubrey has a keen understanding of business dynamics, a dedication to internal research and a strong focus on investing in high-quality, dividend-paying companies. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year*, which recognizes exceptional and consistent fund outperformance over 10 years. Aubrey graduated with an Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation.
*Investment Executive (“IE”) selects the Mutual Fund Manager of the Year by ranking all funds with a 10-year performance record in a point-based scoring system. The funds are ranked based on annual returns, IE relative outperformance and quartile performance. Other criteria factored into the methodology include cumulative 10-year returns, management expense rations and correlation to the fund’s benchmark index.
Paul Marcogliese, CFA
Paul is responsible for managing and co-managing a number of our fixed income funds. His career in the investment industry began in 1999 and he joined CI Global Asset Management in 2016. Prior to this, Paul worked as a Portfolio Manager at MFS Investment Management Canada managing Canadian and international fixed-income portfolios. Prior to that, he was a Partner and Fixed Income Portfolio Manager at McLean Budden Asset Management. Paul holds a Bachelor of Mathematics from the University of Waterloo, a Bachelor of Business Administration from Wilfrid Laurier University, and the Chartered Financial Analyst (CFA) designation.
Geof Marshall, CFA
Geof manages fixed income and high yield assets and has extensive experience analyzing, managing and trading corporate bonds, leveraged loans and private credit. He joined CI Global Asset Management in 2006 from Manulife Financial, where he was a portfolio manager. Geof holds a Bachelor of Arts from the University of Western Ontario and the Chartered Financial Analyst (CFA) designation. He is a member of the Finance and Investment Committee at the Royal Ontario Museum.
Kevin McSweeney, MBA, CFA
Kevin 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. Prior to joining CI Global Asset Management, Kevin worked for six years with Scotiabank, most recently in corporate credit risk management. Prior to that, he worked with Finance Canada as a financial economist in the international trade and financial markets divisions. Kevin holds a Bachelor of Arts (Honours) from St. Mary's University a Master of Business Administration from Dalhousie University, and the Chartered Financial Analyst(CFA) designation.
John Shaw, CFA
John started in the investment industry in 1990. He has experience in international credit analysis, trading and portfolio management. John’s responsibilities are focused on corporate bonds and preferred shares. Prior to joining CI Global Asset Management in 2004, he worked at Canada Life Assurance for 13 years, most recently as a US corporate bond trader. John holds a Bachelor of Arts in economics from Queen’s University and the Chartered Financial Analyst (CFA) designation.
Robert Swanson, MBA, CFA
Robert joined CI Global Asset Management in 2011 and began his career in the investment industry in 1983. He is the portfolio manager of the CI International Equity Growth Private Pool and is the lead portfolio manager of CI Canadian Asset Allocation and CI Global Equity & Income. Prior to joining CI, Robert was lead manager of several mutual funds at Fidelity Investments with combined assets under management exceeding $20 billion. Robert holds a Bachelor of Science in Finance from Northern Illinois University, an MBA from Northwestern University and the Chartered Financial Analyst (CFA) designation. Robert is associated with CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Global Asset Management.
Matthew Strauss, CFA
Matthew has more than 20 years of investment experience, specializing in emerging market assets including equities, fixed income and currencies. He joined CI Global Asset Management in 2011 to oversee the emerging market equity mandates. Matthew is also responsible for providing macroeconomic, country and sector strategies and allocations. He has extensive international experience, having worked as Chief Strategist at the largest retail bank in Africa and as Senior Fixed Income and Currency Strategist at RBC Capital Markets. Matthew holds the Chartered Financial Analyst designation, a Bachelor of Commerce degree and an MA in Economics from the University of Stellenbosch, South Africa.
Ali Pervez, CFA
Ali Pervez joined Harbour Advisors in June 2016 after three years as a research associate at Barclays Capital covering the Canadian telecom, media and technology sector. Prior to that, he was a research associate at National Bank Financial covering Canadian consumer staples and consumer discretionary equities. Mr. Pervez has a Bachelor of Business Administration degree from Wilfrid Laurier University and also holds the Chartered Financial Analyst designation. During his time at Wilfrid Laurier, he completed co-op placements with Johnson & Johnson and UBS Securities.
Bunty Mahairhu, CFA
Bunty Mahairhu joined Harbour Advisors in October 2016. Prior to joining Harbour, he was an associate portfolio manager for three years specializing in Canadian equity funds at bcIMC. His investment career began in 2008 as a corporate analyst at bcIMC where he also gained experience as a trader and served in that capacity until becoming the acting Co-Head of Trading in 2012. In 2013, he shifted roles into fund management. Mr. Mahairhu holds a First Class Honours Bachelor of Business Administration degree from Simon Fraser University and holds the Chartered Financial Analyst designation.
Bryan Brown, CFA, CA
Bryan joined CI Global Asset Management in 2013 and has more than 10 years of experience in the financial industry. Prior to joining CI, Bryan was an equity research analyst focused on the financial services sector at a global investment firm. He began his career as an auditor at one of the “Big Four” accounting firms, specializing in financial services. Bryan is a member of the User Advisory Council, which assists the Accounting Standards Board in developing high-quality accounting standards for use by all Canadian entities outside the public sector. Bryan graduated with an Honours Bachelor of Business Administration degree from Wilfrid Laurier University. He also holds his Chartered Accountant and Chartered Financial Analyst (CFA) designations and has completed the Canadian Options Licensing Course, Futures Licensing Course and Derivative Fundamentals Course.
Thought leaders and portfolio managers from across the Asset Allocation Team offer insights into the trends, events, policies and politics that are creating investment risks—and opportunities—around the world.