SMALL COMPANIES HAVE BIG POTENTIAL
Our Small-Mid Cap Equity Team offers extensive expertise in small- and mid-sized companies around the world. And while they may employ different investment strategies based on their specific objectives and areas of focus, they share a common goal of delivering superior risk-adjusted returns.
SMALL-MID CAP EQUITY STRATEGIES
Our family of Small-Mid Cap Equity Strategies can help investors with a number of goals from growing and preserving wealth to generating income—and many are available in mutual funds, exchange-traded funds, segregated funds, private pools, and institutional mandates.
SMALL-MID CAP EQUITY TEAM
Aubrey Hearn, CFA
Senior Vice-President, Portfolio Manager & Lead – US & Small Cap Equities
Aubrey Hearn, Senior Vice-President, Portfolio Manager & Lead – US & Small Cap Equities, is the Portfolio manager and Lead of US and Small cap equities. He has over 20 years of experience in the industry. Aubrey started as a research analyst at Sentry Investments in 2005 and progressively worked his way up to Head of Equities in 2019. He was later named lead of US and small cap equities at CI GAM in 2022. Aubrey graduated with an 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 the US equities categories. In 2015, he was named Investment Executive’s Mutual Fund Manager of the Year*, which recognizes exceptional and consistent fund outperformance over 10 years.
*Associated with CI Global Investments Asia Limited, a firm registered with the Securities and Futures Commission of Hong Kong and an affiliate of CI Global Asset Management.
Jack Hall, CFA
VP, Portfolio Manager & Co-Lead – Small Cap Equities
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.
Evan Rodvang, CFA
VP, Portfolio Manager & Research Lead – Equities
Evan Rodvang, Vice-President, Portfolio Manager & Research Lead – Equities, brings over 7 years of industry experience to his role and team. Evan joined CI GAM in 2016 with a focus on small cap equity investments. He is a portfolio manager CI Canadian Small Cap Fund and co-portfolio manager for the CI Global Small Smaller Companies Fund and leads the research efforts for the small cap research team. Prior to joining CI GAM, Evan was a co-op student with the firm where he covered Canadian small cap equities. Evan holds the CFA designation and an Honors Bachelor of Business Administration from Wilfrid Laurier University.
SMALL-MID CAP EQUITY INSIGHTS
Thought leaders and portfolio managers from across the Small-Mid Cap Equity Team offer insights into the trends, events, policies and politics that are creating investment risks—and opportunities—around the world.
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