SMALL COMPANIES HAVE BIG POTENTIAL

 

Our Small-Mid Cap Equity Team offers extensive expertise in small- and mid-sized companies 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.

SMALL-MID CAP EQUITY STRATEGIES

 

Our family of Small-Mid Cap Equity Strategies can help investors with a number of goals from growing and preserving wealth to generating income—and many are available in mutual funds, exchange-traded funds, segregated funds, private pools, and institutional mandates.

SMALL-MID CAP EQUITY TEAM

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.



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.



Evan Rodvang, CFA

Evan Rodvang, CFA

Associate Portfolio Manager

Evan Rodvang joined CI Global Asset Management in 2016. Evan conducts research for small-cap holdings and also covers the industrials, energy services, infrastructure, and forestry sectors. Evan graduated with an Honours Bachelor of Business Administration degree from Wilfrid Laurier University and holds the Chartered Financial Analyst designation.



SMALL-MID CAP EQUITY INSIGHTS

 

Thought leaders and portfolio managers from across the Small-Mid Cap Equity Team offer insights into the trends, events, policies and politics that are creating investment risks—and opportunities—around the world.

Articles

Articles

Fund Commentaries

Fund Commentaries

Videos

Videos

Podcasts

Podcasts