About Us

At Sentry Investment Management, we are proud to have an experienced team of investment professionals with diverse backgrounds and expertise.

While our managers may employ different investment strategies based on their specific objectives and areas of expertise, they share a common investment philosophy and a common goal: to deliver superior risk-adjusted returns.

Our Funds

Sentry Investment Management’s goal is to deliver superior risk-adjusted returns.

Our Team

Sentry Investment Management offers expertise across a multitude of asset classes including equities, fixed income and real assets.

James Dutkiewicz, CFA

Chief Investment Officer

View bio

Aubrey Hearn, CFA

Head of Equities, Vice-President and Senior Portfolio Manager

View bio

Jon Case, CFA

Portfolio Manager

View bio

Jack Hall, CFA

Portfolio Manager

View bio

Stefan Quenneville, CFA

Associate Portfolio Manager

View bio

Leonie Soltay, CFA

Associate Portfolio Manager

View bio

Moiz Valji

Senior Research Analyst

View bio

Evan Rodvang, CFA

Senior Research Analyst

View bio

Our Philosophy

  • All investment decisions should begin with an assessment of risk and, following disciplined analysis, should be expected to provide safety of principal over the long-term as well as an acceptable return for the risk assumed.
  • Evaluating investment opportunities as business analysts allows us to better understand and identify high-quality, financially sound companies that can be purchased at a discount to their intrinsic value.
  • Emphasizing objective, independent thinking, with an investment process focused on bottom-up, company-specific research rather than macro-forecasting, gives us a deeper knowledge of the companies in which we intend to invest, and allows us to effectively take advantage of short-term market dislocations.

  • Great investment ideas are rare, and when investment opportunities with low risk and a high probability of success present themselves, we don’t shy away from allocating with conviction. That typically results in more concentrated portfolios that may differ in structure compared to the index and may provide less-than-commensurate risk. 
  • Portfolio construction plays a crucial role in mitigating risk, and by prudently allocating capital through a careful selection of compelling business investments, we seek to deliver superior risk-adjusted returns measured over a period of years, not quarters or months.

Our Insights

Recent commentaries More commentaries >

CI American Equity Fund

Third Quarter 2019

Download PDF

CI Canadian Equity Private Pool

Third Quarter 2019

Download PDF

CI Canadian Fixed Income Private Pool

Third Quarter 2019

Download PDF

CI Global Balanced Yield Private Pool

Third Quarter 2019

Download PDF

CI U.S. Equity Private Pool

Third Quarter 2019

Download PDF

Sentry All Cap Income Fund

Third Quarter 2019

Download PDF