CI Global Asset Management Announces Portfolio Management Appointment for Six U.S. Equity Mandates

TORONTO — CI Global Asset Management (“CI GAM”) immediately introduced the appointment of River Road Asset Management, LLC (“River Road”) as sub-advisor to a sequence of U.S. fairness mandates, efficient instantly.

The affected mandates are:

• U.S. Equity Value Corporate Class
• U.S. Equity Value Pool
• U.S. Equity Value Currency Hedged Corporate Class
• U.S. Equity Value Currency Hedged Pool
• A portion of CI Select U.S. Equity Managed Corporate Class
• A portion of CI Select U.S. Equity Managed Fund.

River Road is a number one boutique worth investor based in 2005 and primarily based in Louisville, Kentucky. The agency manages greater than US$10 billion in belongings on behalf of institutional traders worldwide, together with endowments, retirement plan sponsors, foundations, household workplaces, companies and others.

River Road focuses on worth investing in U.S. equities, practising what it defines as Absolute Value^® – a proprietary strategy that seeks to determine well-managed corporations with predictable money flows buying and selling at a beautiful low cost to their assessed intrinsic worth. The goal is to generate engaging, sustainable returns over the long run, with an emphasis on minimizing draw back portfolio danger.

“River Road’s skilled and cohesive funding workforce and their well-defined, extremely disciplined funding course of differentiate them from different worth managers and make them a robust match with the style-specific mandates of those portfolios,” stated Marc-André Lewis, President and Chief Investment Officer of CI GAM.

“Their strategy incorporates robust danger administration practices and has resulted in constant outcomes with decrease draw back danger. We are assured that River Road, which was chosen by a complete search and due diligence course of, will add worth to the funds.”

River Road employs 17 funding professionals with its portfolio managers having a mean of 23 years of business expertise. The lead portfolio managers on the CI GAM mandates are Daniel Johnson, CFA, CPA, and Matt Moran, CFA, who’ve labored collectively at River Road for over 14 years.

U.S. Equity Value Corporate Class, U.S. Equity Value Pool, U.S. Equity Value Currency Hedged Corporate Class and U.S. Equity Value Currency Hedged Pool are a part of the Assante Private Pools lineup, which is managed by CI GAM and out there to purchasers of CI Assante Wealth Management.

CI Select U.S. Equity Managed Corporate Class and CI Select U.S. Equity Managed Fund are multi-manager funds that present funding type diversification inside a single holding and are a part of the Portfolio Select Series group of asset allocation funds. The funds are managed by the CI GAM Multi-Asset workforce, which determines the allocations to every asset class and to the underlying portfolio managers, who’re answerable for safety choice inside their portion of the portfolios.

Effective immediately, the underlying portfolio managers of CI Select U.S. Equity Managed Corporate Class and CI Select U.S. Equity Managed Fund are River Road, CI GAM, CI Segall Bryant & Hamill Asset Management, and Wellington Management Canada ULC.

River Road is changing Epoch Investment Partners, Inc. on the six portfolios listed above, which have a mixed complete of $1.1 billion in belongings below administration. The Independent Review Committee of the funds has reviewed the adjustments with respect to the potential battle of curiosity issues and offered its constructive advice, having decided that the adjustments obtain a good and cheap end result for the funds.

CI Global Asset Management (“CI GAM”) is certainly one of Canada’s largest funding administration corporations. It gives a variety of funding services and is on the internet at

. CI GAM is a subsidiary of

, an built-in international asset and wealth administration firm with roughly $550.9 billion in belongings as at June 30, 2025.

https://www.businesswire.com/information/dwelling/20250926719930/en/

Murray Oxby
Vice-President, Corporate Communications
CI Global Asset Management
416-681-3254
moxby@ci.com#distro