July - Summer Edition - CI Investments

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Introducing Black Creek The Black Creek Team Bill Kanko President & Portfolio Manager • 30 years’ investment management experience • From 1999 to 2004, Bill managed global equity portfolios for AIM Trimark as lead manager of Trimark Fund and Trimark Select Growth Fund • Managed more than $13 billion in assets • Trimark Fund performance was top-decile,1999-2004 • Canadian Investment Award winner, 2002, best global equity fund • Castlerock Global Leaders – Silver award winner, Canadian Investment Awards, 2009; Lipper Fund Award, Global Equity category, 2011 (3 years) Richard Jenkins Managing Director & Portfolio Manager • Over 20 years’ investment management experience • Prior to joining Black Creek, Richard spent over 14 years with AIM Trimark as the lead manager of the top-performing Trimark Europlus Fund and the Trimark Global Balanced Fund • Managed $10 billion in assets • Five-time Canadian Investment Award winner, 2004-2006, in the global balanced and European equity categories • Two Lipper Fund Awards: Castlerock Global Balanced Fund, 2011 (3 years) and Castlerock International Fund, 2010 (1 year) Matias Galarce Director of Global Equities • Joined Black Creek in 2006 • Over nine years of investment experience and five years in the operational and consulting fields • Prior to Black Creek, he was part of the investment management team at Wirth Associates Evelyn Huang Director of Global Equities • Joined Black Creek in 2010 • Prior to Black Creek, spent five years with Invesco Trimark as an investment analyst and portfolio manager for global equities • Co-managed Trimark Select Growth Fund and Trimark International Companies Fund 6 SUMMER 2011 PERSPECTIVE AS AT JUNE 30, 2011
Book reviews Book reviews Settling in for a long read <strong>Summer</strong> is a time to kick back, fi nd a shady spot on the beach and settle in for a long read. As the season was starting, we asked our portfolio managers what they planned to read this summer – what they had read recently that they particularly liked. We hope you fi nd their selections on the following pages both insightful and entertaining.
Page 1 and 2: www.ci.com/perspective Summer 2011
Page 3 and 4: Summer 2011 Dear Advisor, CI Invest
Page 5 and 6: Introducing Black Creek That gives
Page 7: Introducing Black Creek [Q] Why hav
Page 11 and 12: Book reviews NON-FICTION: The Big S
Page 13 and 14: Book reviews Brandon Snow Principal
Page 15 and 16: Book reviews Malcolm White Vice-Pre
Page 17 and 18: Portfolio Snapshot Performance YTD
Page 23 and 24: Signature Market Roundup Interest r
Page 25 and 26: Signature Market Roundup Consumer p
Page 27 and 28: Signature Market Roundup Global ind
Page 29 and 30: Signature Market Roundup High-yield
Page 31 and 32: Commentary In addition to the above
Page 33 and 34: Commentary eBay and Wienerberger. C
Page 35 and 36: Commentary Stephen Jenkins Senior V
Page 37 and 38: Tetrem Capital Management Ltd. Comm
Page 39 and 40: In choosing the Fund Manager of the
Page 41 and 42: Fund Facts as at June 30, 2011 Fund
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Fund Facts as at June 30, 2011 Fund
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Summary of capped funds MUTUAL/HEDG
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CI Corporate Class cont’d LEAD MA
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Portfolio Select Series LEAD MANAG
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CI GIFs (Class A units) 1 Issued by
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Clarica MVP Segregated Funds LEAD M
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Clarica Portfolio Segregated Funds
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SunWise ® I Funds Full Guarantee c
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SunWise ® II Funds Basic Guarantee
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SunWise ® II Funds Combined Guaran
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SunWise ® II Funds Full Guarantee
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SunWise ® Basic Guarantee Elite Fu
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SunWise ® Elite Funds Combined Gua
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SunWise ® Full Guarantee cont’d
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SunWise ® Investment Class Essenti
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SunWise ® Estate Class cont’d Es
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All commentaries are published by C
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July - Summer Edition - CI Investments

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