SEEKING OPPORTUNITIES ACROSS NORTH AMERICA

 

Our Canadian and U.S. Equity Team offers extensive expertise across North American equity markets. 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.

CANADIAN AND U.S. EQUITY STRATEGIES

 

Our Canadian and U.S. equity strategies can help investors with a number of goals from growing and preserving capital to generating income—and many are available in mutual funds, exchange-traded funds, segregated funds, private pools and institutional mandates.

CANADIAN AND U.S. EQUITY TEAM

Bryan Brown, CFA, CA

Bryan Brown, CFA, CA

Portfolio Manager

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.



Jack Hall, CFA

Jack Hall, CFA

Portfolio Manager

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 Hearn, CFA

Vice-President and Senior Portfolio Manager

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.



Peter Hofstra, CFA, PhD

Peter Hofstra, CFA, PhD

Senior Vice-President and Senior Portfolio Manager

Peter Hofstra joined CI Global Asset Management in July 2017 as Senior Portfolio Manager. Peter brings to the team a depth of experience in both investment management and company management. Immediately prior to joining CI, Mr. Hofstra was Chief Investment Officer and Managing Director of Investment Research at Manitou Investment Management, a firm that focuses on private client and institutional money management. He was also a co-founder of a clean technology investment LP, which was acquired by Manitou. Prior to that, Mr. Hofstra was a portfolio manager at a large mutual fund company where he co-managed a U.S. equity fund and was lead manager of a science and technology fund. He has a B.Sc. in Chemistry and a PhD in Engineering Physics. Before joining the investment industry, he spent eight years with a technology firm, initially serving as a Senior Scientist and eventually becoming the Vice-President of Research and Development reporting directly to the CEO. Mr. Hofstra holds the Chartered Financial Analyst (CFA) designation.



Kevin McSweeney, MBA, CFA

Kevin McSweeney, MBA, CFA

Senior Vice-President and Portfolio Manager

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.



Ali Pervez, CFA

Ali Pervez, CFA

Portfolio Manager & Senior Investment Analyst

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, CFA

Portfolio Manager & Senior Investment Analyst

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.



Greg Quickmire, CFA

Greg Quickmire, CFA

Portfolio Manager & Senior Investment Analyst

Greg Quickmire joined Harbour Advisors in 2014. Prior to that, he held various positions at CI Investments and its affiliates. Mr. Quickmire holds an HBA with distinction from the Ivey Business School and is a CFA charterholder. While at Ivey, he was awarded the Fairfax Prize for producing the top group investment thesis in his Value Investing course.



Jeremy Rosa, CFA

Jeremy Rosa, CFA

Portfolio Manager & Senior Investment Analyst

Jeremy Rosa joined Harbour Advisors as an investment research analyst in 2011. Prior to joining the group, he held various positions at CI investments and its affiliates. Most recently, he was a securities trader at Assante Wealth Management. Mr. Rosa holds the Chartered Financial Analyst designation and graduated from Financial Planning Management at George Brown College.



CANADIAN & U.S. EQUITY INSIGHTS

 

Thought leaders and portfolio managers from across the Canadian and U.S. Equity Team offer insights into the trends, events, policies and politics that are creating investment risks—and opportunities—across North America.

Articles

Articles

Fund Commentaries

Fund Commentaries

Videos

Videos

Podcasts

Podcasts