CI Global Investments Inc.

CI Global Investments Inc.

CI Global Investments Inc.
Last update 2018-11-09 90 Stocks (6 new)
Value $6.50 Bil Turnover 15 %
Top Holdings:
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CI Global Investments Inc. Profile

CI Global Investments Inc. is an investment management firm based out of Boston, Massachusetts. The company operates as a subsidiary business of CI Financial Corporation, which has offices located in Vancouver, Calgary, Montreal, and Boston. CI Global Investments represents the company’s operations in the U.S. and the firm is headed by President and CEO Derek J. Green. The company has 4 official employees with 2 of them being investment professionals and the company invests in the public equity fixed income, and alternative markets on a global scale. CI Global Investments invests most heavily in the consumer discretionary sector, which alone makes up over a fifth of its total asset allocations, and the firm also invests in the information technology, finance, which both make up over a sixth of its total allocations, transports, consumer staples, industrials, health care, materials, and energy sectors, among other sectors to a lesser degree, in order of decreasing sector allocations. The CI Global Investments’s highest holdings include U.S. Bancorp, Walgreens Boots Alliance Inc., Electronic Arts, Inc., H&R Block Inc., and Allison Transmission Holdings with its top 10 holdings alone making up over a third of its total holdings. The firm also has a relatively high turnover rate of 42%. CI Global Investments holds over $3.1 billion in total assets under management which is all located in one single account, which is a discretionary account. Although its total number of accounts held has been decreased from 3 back in 2011 down to its current single account, its total assets under management has grown, increasing from $2.5 billion to its current amount although that amount has once been as high as over $9.5 billion. The company currently caters exclusively to the other client type and takes its advisory fees in the form of a percentage of assets held.

CI Global Investments Inc. Investing Philosophy

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