ERIC BUSHELL, CFA, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER
• Signature employs 33 investment professionals with $42 billion in assets under management.
• Signature specializes in a variety of broad, flexible mandates ranging from fixed-income to global equity.
• Bushell began his career as an equity analyst and trader at BPI Mutual Funds in 1993, joined CI in 1999 became CIO of Signature in 2002.
• Morningstar’s Fund Manager of the Decade (2011)
• Morningstar’s Equity Fund Manager of the Year (2009)
• Investment Executive’s Fund Manager of the Year (2008)
ROBERT SWANSON, CFAPRINCIPAL & PORTFOLIO MANAGER
• Cambridge manages over $7 billion in assets under management with nine investment professionals.
• Bob is lead manager to over $2 billion in balanced and diversified income assets, as well as the newly launched Cambridge Global Dividend Fund.
• Swanson has an investment career spanning 30 years, with extensive experience in managing Canadian and global equity, income and balanced portfolios.
• Previously, Swanson worked at Fidelity Investments where he managed combined assets under management exceeding $20 billion and was awarded seven Lipper Fund Awards in 2010 and 2011. He was also head of Fidelity’s Canadian asset allocation team and portfolio manager of several institutional mandates.
RICHARD JENKINS, CHAIRMAN, MANAGING DIRECTOR, AND PORTFOLIO MANAGER
• Black Creek is a privately owned investment management boutique specializing in global equity and balanced mandates.
• Richard is lead manager of Black Creek International Equity Fund and Black Creek Global Balanced Fund.
• Richard has 21 years of investment management experience as an investment analyst and portfolio manager of international equities.
• Previously, Richard spent over 14 years with AIM Trimark where he was lead manager of the top-performing Trimark Europlus Fund and the Trimark Global Balanced Fund.
• Richard has a Bachelor of Commerce degree with distinction from the University of Alberta and an MBA from INSEAD.
ROGER MORTIMER, SENIOR VICE PRESIDENT AND PORTFOLIO MANAGER
• Harbour Advisors manages over $12 billion in assets.
• Roger joined Harbour Advisors in September 2013 and has assumed lead management responsibilities for Harbour Growth & Income Fund, and Harbour Global Growth & Income Corporate Class, which have combined assets of $6 billion.
• Roger has 18 years of investment management experience.
• Previously, Roger managed Canadian and global equity and income portfolios at Capital Group and AIM Investments (now Invesco).
• Roger is best known for his management of AIM Canadian First Class (now Trimark Canadian Class), which significantly outperformed the benchmark and the peer group during his tenure.
