CI American Small Companies Segregated Fund



As at 2020-04-03


Management fee (%)


Fund codes

ISC 333 Closed
DSC 433 Closed

MER (%)
As at 2019-06-30


Total net assets ($CAD)

As at 2020-02-29

$116.18 thousand

Risk rating
  • Low
  • Low to Moderate
  • Moderate
  • Moderate to High
  • High

Management team

Epoch Investment Partners is an investment management firm founded by Wall Street veteran William Priest and associates. Epoch uses a value-based approach that focuses on companies with superior shareholder yield. Epoch Investment Partners is a sub-advisor to CI Investments Inc.

William W. Priest

Chief Executive Officer, Co-Chief Investment Officer and Portfolio Manager
Full bio

Michael Welhoelter

Managing Director, Co-Chief Investment Officer, Chief Risk Officer
Full bio

David Pearl

Executive Vice President, Co-Chief Investment Officer
Full bio

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