July 25, 2016 6:14 PM ET

Capital Markets

Company Overview of United Funds - US Equity Small Cap Pool

Company Overview

United Funds - US Equity Small Cap Pool is an open ended equity mutual fund launched and managed by CI Investments Inc. It is co-managed by Epoch Investment Partners, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund seeks to invest in a blend of growth and value stocks of small and mid cap companies. It employs fundamental analysis with a bottom up stock picking approach to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2000 Index – C$. United Funds - US Equity Small Cap Pool was formed on October 28, 2005 and is domiciled in Canada.

399 Park Avenue

New York, NY 10022

United States

Founded in 2005

Phone:

212-303-7200

Fax:

212-202-4948

Key Executives for United Funds - US Equity Small Cap Pool

Chief Executive Officer, Co-Chief Investment Officer, Managing Director, Portfolio Manager, and Director
Age: 74
Compensation as of Fiscal Year 2016.

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