MANAGER PROFILEMANAGER PROFILE

“Continually earning your trust by exemplifying the highest

standards of wealth management and by investing your

family’s money as we do our own families’.”

CAMBRIDGE TEAM

Based in Toronto and Boston, Cambridge Global

Asset Management was founded in 2008 on an

idea – that investment managers should manage

your money the way they manage their own and

their families’ money.

In 2011, Brandon Snow, Bob Swanson, Greg Dean and

Stephen Groff joined founder and Chairman Emeritus

Alan Radlo at Cambridge. The firm is guided by three

core principles:

1) Alignment of interests between you and Cambridge

2) Preserving your hard-earned savings by maintaining

a focus on downside protection

3) Judging success in absolute returns over the

long term, not against a benchmark or peer

group annually.

Investment decisions at Cambridge are focused on

compounding value for clients over time and having

the patience to buy at opportune times.

Cambridge feels their success is defined by the

partnerships they have formed with those who are

investing their hard-earned dollars alongside the

team members and their families. With the trust of

both retail and institutional partners, Cambridge

is both humbled and flattered to be managing

assets for over 123,000+ Canadian clients from coast

to coast.

For more information, visit ci.com and click on

the Cambridge logo for access to our team

profiles, blogs, podcasts and much more.

Grant ConnorAnalyst

Danesh RohintonAnalyst

Diane BurkeOffice

Administrator

Jordan McNameeAnalyst

Joe GermanVP Business

Development

Derek CangianoAnalyst

Paul MarcoglieseFixed Income

Portfolio Manager

Authi SeevaratnamAnalyst

Ian TurnbullAnalyst

Tyler HildebrandTrader

Kam MarzoughiAnalyst

Geoff ScottInstitutional

Portfolio Manager

Alan Radlo*Chairman Emeritus

Stephen GroffPrincipal &

Portfolio Manager

Brandon SnowPrincipal &

Chief Investment Officer

Greg DeanPrincipal &

Portfolio Manager

Robert Swanson*Principal &

Chief Market Strategist

CAMBRIDGE TEAM CAMBRIDGE PHILOSOPHY

AT CAMBRIDGE, WE:

Are invested alongside you, our families and friends

in the portfolios that we manage

Are not afraid to look different from the index or peer group

Believe avoiding big losses is the key to long term

wealth compounding

ACTIVE MANAGEMENT

Bottom-up portfolio

construction

Extensive diversified

investment experience

on the team

Tactical asset allocation

(cash is always an option)

ABSOLUTE RETURN, CAPITAL PRESERVATION

Primary focus is

understanding the risks

Invest in good

companies where

management is aligned

with shareholders

Portfolios are constantly

rebalanced to optimal

risk/reward levels

OWNERSHIP MENTALITY

The Cambridge PMs and

team are invested

alongside you

Compensation tied to

value creation

Disciplined analysis leads

to high conviction in

our holdings

CAMBRIDGE SUITE

DIVERSIFIED INCOME & BALANCEDBalanced mandates with a focus on total return and downside protection.

DIVIDEND EQUITYDividend mandates with a focus on companies with the potential to grow their dividend.

LARGE-CAP EQUITYLarge-cap equity mandates with a focus on total return.

SMALL & MID-CAP EQUITYSmall and mid-cap equity mandates with a focus on companies with strong growth potential.

Cambridge offers a full suite of portfolios across the entire risk/reward spectrum:

DIVERSIFIED INCOME & BALANCED

DIVIDEND EQUITY

LARGE-CAP EQUITY

SMALL & MID-CAP EQUITY

Cambridge Global High IncomeCambridge Monthly IncomeCambridge Asset Allocation

Cambridge Canadian DividendCambridge U.S. Dividend

Cambridge Global Dividend

Cambridge Canadian EquityCambridge American Equity

Cambridge Global Equity

Cambridge Pure Canadian EquityCambridge Canadian Growth Companies

Cambridge Growth Companies

POTENTIAL RISK

PO

TE

NT

IAL

RE

TU

RN

*Associated with CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. Certain funds associated with Cambridge Global Asset Management are sub-advised by CI Global Investments Inc.

+ This number does not include clients holding Cambridge portfolios that are part of CI or Assante managed solutions, or clients who hold funds viainstitutional accounts.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. ®CI Investments, CI Investments design and Cambridge are registered trademarks of CI Investments Inc. Cambridge Global Asset Management is a division of CI Investments Inc. Certain funds associated with Cambridge Global Asset Management are sub-advised by CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. Certain portfolio managers of Cambridge Global Asset Management are registered with CI Investments Inc. Published August 2017.

1704-0797_E (09/17)

2 Queen Street East, Twentieth Floor, Toronto, Ontario M5C 3G7 I www.ci.comCalgary403-205-43961-800-776-9027

Head Office / Toronto416-364-1145 1-800-268-9374

Montreal 514-875-00901-800-268-1602

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Client Services 1-800-792-9355