March 05, 2015 2:03 PM ET

Capital Markets

Company Overview of CI American Value Fund

Company Overview

CI American Value Fund is an open ended equity mutual fund launched by CI Investments Inc. The fund is managed by Epoch Investment Partners, Inc. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It adopts a value oriented approach to invest in stocks of large cap companies. The fund employs fundamental analysis with bottom up stock selection process to create its portfolio. It benchmarks the performance of its portfolio against the S&P 500 Index. The fund was formerly known as Spectrum American Value Fund. CI American Value Fund was formed on May 1, 1957 and is domiciled at Canada.

399 Park Avenue

New York, NY 10022

United States

Founded in 1957





Key Executives for CI American Value Fund

Chief Executive Officer, Chief Investment Officer, Senior Portfolio Manager and Director
Age: 72
Co-Chief Investment Officer, Executive Vice President, Head of U.S. Equities, Managing Director, and Portfolio Manager
Age: 55
Compensation as of Fiscal Year 2014.

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