CI Financial Corp.

QCM’s nature of the distributions tend to be more tax effective in addition to the rate being higher than most conventional fixed income products.

CIGI generally seeks to invest in companies that are building economic value. Such companies generally have healthy cash flows, strong balance sheet, leading industry or niche position, proven management, and good future growth prospects. Their bottom-up approach involves intensive fundamental analysis of each portfolio holding, using a variety of techniques that examine the value and growth characteristics of a company. CIGI typically looks for attractive investment opportunities in all segments of the market. Portfolios are constructed using a combination of quantitative and qualitative analysis, including an analysis of a company’s earnings, management, growth rate, and valuation relative to historical norms and competitors. This process is designed to identify attractive companies offering growth at a potential discount.

PIL is an active, long-term investment manager across the major asset classes. Their analysis of the financial markets is generally based on fundamental analysis and research, but also includes quantitative elements. As part of their investment analysis, depending on the strategy or fund in question, they may integrate environmental, social, or governance (ESG) issues or considerations into their research and/or investment decision-making. PIL’s research is generally focused on developing both a top-down view of broader market performance and a bottom-up outlook for individual securities. They rely on research generated in-house which is tailored to the precise needs of our investment professionals.

Chief Investment Officer & Managing Partner at Bowling Portfolio Management LLC

Chief Executive Officer at Bowling Portfolio Management LLC