CI GlOBAL HOLDINGS INC.

The CI Global Holdings team is led by Alan Radlo, whose great stock picking abilities have placed him at the forefront of Canadian portfolio management. Mr. Radlo brings forward a successful track record of consistently rewarding investors with strong long-term performance and downside protection in volatile markets. He has more than 25 years’ experience in the investment industry and has managed Canadian, U.S. and global large and small-cap equity portfolios. He seeks companies that are building economic value. Such firms usually have strong and growing earnings, solid balance sheets, excellent management, and are trading at reasonable valuations.

Investment style

• Conservative bottom-up approach with intensive fundamental analysis of each potential holding, using a variety of techniques that examine the “value” and “growth” characteristics of a company.
• Attractive investment opportunities are sought in all segments of the market. 
• The mix of quantitative and qualitative analysis is designed to identify strong companies offering growth at a discount, and often results in the selection of “best-of-breed” firms in a sector.