CI Select Canadian Equity Fund
|Signature Select Canadian Fund|
|Last update 2022-12-07||108 Stocks (31 new)|
|Value $2.62 Bil||Turnover 40 %|
CI Select Canadian Equity Fund Profile
Founded in 1998, the CI Select Canadian Fund invests primarily in common shares and convertible securities of Canadian companies and preferred shares that pay regular income. The fund is managed by CI Investments Inc. and its advisor is Signature Global Advisors. Signature Global Advisors of Toronto, a division of CI Investments Inc., invests across all asset classes, including fixed income, Canadian and global equities. Investments in foreign securities will generally be no more than 49% of the fund's assets.
CI Select Canadian Equity Fund Investing Philosophy
"The Signature approach has two key elements: 1) making investment decisions based on an analysis of the full capital structure of a company, 2) pursuing broad mandates. The Security selection process are as follows: 1. Develop a comprehensive global outlook, factoring in economic growth, interest rates, capital market conditions and geopolitical tensions. 2. Determine the appropriate investment risk profile for this outlook. 3. Select the industries that should benefit from this outlook and discuss trends and sector weights with the group's industry experts. 4. Monitor current and potential investments on a constant basis to ensure that the initial investment rationale is intact and targets are achieved. 5. Narrow the focus to securities that offer the most compelling risk-reward on a global basis, given relative or absolute valuations. Qualitative characteristics such as management, financial disclosure and governance structures are important parts of the security selection process."
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