CI Can Am Small Cap

CI Can Am Small Cap Premium Guru

Last Update: 11-30-2015

Number of Stocks: 41
Number of New Stocks: 5

Total Value: $183 Mil
Q/Q Turnover: 9%

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 (%)
2015-7.31.19-8.5
20145.0913.69-8.6
201332.7332.390.3
3-Year Cumulative29.3 (8.9%/year)52.3 (15.1%/year)-23 (-6.2%/year)
201213.1616-2.8
2011-1.942.11-4.0
5-Year Cumulative43.5 (7.5%/year)80.4 (12.5%/year)-36.9 (-5%/year)
201015.0915.060.0
200927.0626.460.6
2008-22.95-3714.0
20072.5335.49-3.0
20068.7515.79-7.0
10-Year Cumulative80.3 (6.1%/year)102 (7.3%/year)-21.7 (-1.2%/year)
200519.254.9114.3
200434.5310.8823.6
200342.4428.6813.8
20020.18-22.122.3
2001-15.82-11.89-3.9
15-Year Cumulative247.4 (8.7%/year)107.5 (5%/year)139.9 (3.7%/year)
20000.31-9.19.4
199935.2121.0414.2
1998-428.58-32.6

Top Ranked Articles

Canadian Small-Cap Fund Makes Big Purchase in Iron Ore Company CI Can Am Small Cap bought 271,150 shares of Labrador Iron Ore Royalty
CI Can Am Small Cap (Trades, Portfolio) was originally founded in 1997. The fund focuses on long term capital growth by investing primarily in equity and equity related securities of Canadian small-cap companies. The CEO of CI Can Am Small Cap (Trades, Portfolio) is Joe Jugovic. Jugovic graduated with a degree in Economics from the University of Calgary. Jugovic has over 19 years of investment experience and he has been recognized multiple times at the Morningstar Canadian Investment Awards Gala, as one of the top small cap fund managers in Canada. Read more...
CI Can Am Small Cap Sells Stake in ScanSource Fund buys stakes in iron ore, engineering, mortgage/lending and forklift companies
CI Can Am Small Cap (Trades, Portfolio) Fund looks for long-term capital growth by investing mostly in equity and equity-related securities of Canadian small cap companies. It also invests in foreign securities occasionally. Read more...
» More CI Can Am Small Cap Articles

Commentaries and Stories

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Canadian Small-Cap Fund Makes Big Purchase in Iron Ore Company CI Can Am Small Cap bought 271,150 shares of Labrador Iron Ore Royalty CI Can Am Small Cap - Canadian Small-Cap Fund Makes Big Purchase In Iron Ore Company
CI Can Am Small Cap (Trades, Portfolio) was originally founded in 1997. The fund focuses on long term capital growth by investing primarily in equity and equity related securities of Canadian small-cap companies. The CEO of CI Can Am Small Cap (Trades, Portfolio) is Joe Jugovic. Jugovic graduated with a degree in Economics from the University of Calgary. Jugovic has over 19 years of investment experience and he has been recognized multiple times at the Morningstar Canadian Investment Awards Gala, as one of the top small cap fund managers in Canada. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

CI Can Am Small Cap Sells Stake in ScanSource Fund buys stakes in iron ore, engineering, mortgage/lending and forklift companies CI Can Am Small Cap - CI Can Am Small Cap Sells Stake In ScanSource
CI Can Am Small Cap (Trades, Portfolio) Fund looks for long-term capital growth by investing mostly in equity and equity-related securities of Canadian small cap companies. It also invests in foreign securities occasionally. More...

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