CI Can Am Small Cap

CI Can Am Small Cap Canadian Guru

Last Update: 2014-06-27

Number of Stocks: 32
Number of New Stocks: 4

Total Value: $189 Mil
Q/Q Turnover: 17%

Countries: CAN
Details: Top Buys | Top Sales | Top Holdings  Embed:

CI Can Am Small Cap' s Profile & Performance

Profile

CI Can-Am Small Cap Corporate Class is an open-end fund incorporated in Canada. Its inception date is December 29, 1997. The fund is managed by CI Investments Inc. and its advisor is QV Investors Inc.

The fund's objective is to seek long-term capital growth by investing primarily in equity and equity-related securities of Canadian small capitalization companies. The fund may also invest in foreign securities. The fundamental investment objective of the fund cannot be changed without obtaining security holder approval.

Web Page:http://pdf.globefund.com/servlet/FundProfile/EN/html/cif?mode=HTML&fund_id=50335&tf=Financial/FundPr

Investing Philosophy

QV employs disciplined risk-management techniques to assure returns and has earned top-quartile results over the longer term. The fund selects companies by QV's fundamental tests of management commitment, financial and operational records or business franchise, balance sheet quality, valuation, dividend record, and overall quantitative contribution to the portfolio. Its investment philosophy is embodied in its name - selecting investments of quality, value, and growth to build diversified, low-risk portfolios.

Total Holding History

Performance of CI Can-Am Small Cap Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201332.7331.551.2
201213.1615.4-2.2
2011-1.932.08-4.0
3-Year Cumulative47.3 (13.8%/year)55 (15.7%/year)-7.7 (-1.9%/year)
201015.0815.060.0
200927.0626.460.6
5-Year Cumulative115.4 (16.6%/year)125.5 (17.7%/year)-10.1 (-1.1%/year)
2008-22.94-3714.1
20072.5335.61-3.1
20068.7515.79-7.0
200519.254.9114.3
200434.531222.5
10-Year Cumulative196.9 (11.5%/year)104.1 (7.4%/year)92.8 (4.1%/year)
200342.4428.713.7
20020.18-22.122.3
2001-15.82-11.9-3.9
20000.31-9.19.4
199935.212114.2
15-Year Cumulative383.7 (11.1%/year)98.3 (4.7%/year)285.4 (6.4%/year)
1998-428.6-32.6

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