Maximizing the Small-Mid Cap Advantage

Aubrey Hearn is Senior Vice President, Portfolio Manager and Head of U.S. & Small Cap. He has over 20 years of industry experience. Aubrey started as a research analyst at Sentry Investments in 2005 and gradually rose through the ranks to become Head of Equities in 2019. He was subsequently appointed Head of U.S. & Small Cap Equity at CI GAM in 2022. Aubrey earned a Honours Bachelor of Commerce degree from Memorial University. He also holds the Chartered Financial Analyst (CFA) designation. He has won numerous Lipper, Fundata, and Morningstar awards in both the Small Cap and U.S. Equity categories. In 2015, he was named Investment Executive Mutual Fund Manager of the Year, an award that recognizes oustanding and consistent performance over a ten-year period*. * Investment Executive (IE) selects the Mutual Fund Manager of the Year by ranking all funds based on their 10-year performance in a scoring system. Funds are ranked based on their annual performance. IE's relative outperformance, and quartile performance. Other criteria considered in the methodoogy include 10-year cumulative returns, management expense ratio, and correlation to the fund's benchmark index.

Jack Hall, Vice-President, Portfolio Manager & Co-Lead – Small Cap Equities, joined CI GAM in 2012 and brings over 10 years of industry experience. Prior to joining CI GAM, Jack completed Wilfrid Laurier University co-op terms before joining the company full-time. Jack has a Bachelor of Business Administration (Honors) from Wilfrid Laurier University and holds the CFA designation. He is also a CFA society member and a Lipper and TopGun Award winner.