capabilities_inv_proprietary:header

Internal strategies

capabilities_inv_proprietary:intro

Value delivered through proprietary investments

Beating the market is no easy thing, and we attempt to do so only where we believe we have seasoned professionals with a high-conviction investment philosophy and a performance edge. All internal strategies must meet a high bar compared to the competition within their investment categories. Because we combine that standard with the breadth of knowledge on our Multi-Manager Investment Team, we have something unique and incredibly strong.

Fixed Income

  • Custom Portfolios
  • Intermediate Bond
  • Tax-Exempt Municipal Bond
  • Total Return Bond

Hedge Funds

Energy Infrastructure

Featured Area Disciplined Equity

Disciplined Equity

The Disciplined Equity Strategy is a tax-efficient, large-cap U.S. equity strategy with a focus on leading companies that generate significant free cash flow.

Four important factors drive its strong results:

  • A focus on bottom-up fundamental analysis to identify quality companies to invest in for the long term.
  • An emphasis on free cash flow.
  • Opportunistic buying and disciplined selling.
  • A right-sized team, committed to the Strategy—and to clients—averaging 17 years' industry experience.

CIBC Atlas Disciplined Equity Fund (AWEIX)

Fund managers

Patricia Bannan, CFA
Head of Equities, Co-Manager, Disciplined Equity Strategy

Brant Houston, CFA
Co-Manager, Disciplined Equity Strategy

James L. Farrell, CFA
Co-Manager, Disciplined Equity Strategy

Featured Area All Cap Growth

All Cap Growth

The All Cap Growth strategy seeks to outperform the market by investing in quality, high-growth companies, experiencing strong and visible growth. The strategy has a high active share and the ability to invest across all market capitalizations.

Three important factors drive its strong results:

  • Quality growth: focuses on quality, high-growth companies with strong near-term and long-term growth prospects and positive business momentum.
  • High conviction: conviction-weighted portfolio with high active share
  • Flexible: ability to invest in companies across the entire market capitalization spectrum.

CIBC Atlas All Cap Growth Fund (AWGIX)

Fund managers

Robert C. Bridges
Managing Director and Portfolio Manager, Equities

John Huber
Managing Director and Portfolio Manager, Equities

Featured Area International Growth

International Growth

The International Growth strategy focuses on high-quality international companies that sustain higher-than-average earnings growth over extended periods of time. The strategy employs a fundamental bottom-up stock selection process while maintaining sector and geographic awareness.

Three important factors drive its strong results:

  • Diversified growth: seeks companies that derive the majority of their revenues and growth internationally and have sustainable business models with above-average earnings growth.
  • High conviction: conviction-weighted portfolio with high active share.
  • Multi-cap: ability to invest in companies across all market capitalizations.

CIBC Atlas International Growth Fund (AWWIX)

Fund managers

Daniel P. Delany, CFA
Managing Director

Matthew K. Scherer, CFA
Managing Director and Portfolio Manager

Featured Area Equity Income

Equity Income

The Equity Income strategy's primary focus is on total return, with the ability to invest in high-quality common stocks, Real Estate Investment Trusts (REITs) and Master Limited Partnerships (MLPs) that exhibit dividend growth greater than the market. The portfolio aims to provide lower volatility than the overall market.

Three important factors drive its strong results:

  • Attractive dividend growth: seeks securities growing their dividends at an above-average rate.
  • High conviction: high-conviction portfolio of companies with above-average revenue, cash flow and earnings growth.
  • Flexible: ability to invest in a range of income securities including dividend-paying common stocks, REITs and MLPs.

A Non K-1 version of the strategy is available that follows the same investment process except in order to simplify client tax reporting, the strategy does not invest in securities that generate K-1s.

CIBC Atlas Equity Income Fund (AWYIX)

Fund managers

Robert C. Bridges
Managing Director and Portfolio Manager, Equities

John Huber
Managing Director and Portfolio Manager, Equities

Gordon Scott, CFA
Managing Director and Portfolio Manager, Equities

Featured Area Mid Cap Growth

Mid-Cap Growth

The Mid-Cap Growth Equity Strategy is a tax-efficient, U.S. mid-cap equity strategy that seeks long-term capital appreciation by investing in high-quality companies with excellent business models that generate consistent, strong financial returns.

Three important factors drive its strong results:

  • A stringent philosophy and process for assessing business models, determining quality and identifying consistent growth prospects that have been successfully utilized since the Strategy’s inception
  • An adherence to strict risk controls to avoid exposing clients to undue risk in our estimation
  • A notably experienced and stable team including co-portfolio managers with over 20 years' tenure together on the Strategy

CIBC Atlas Mid-Cap Growth Fund (AWMIX)

Fund managers

Jay Pearlstein, CFA
Managing Director and Portfolio Manager

Bryan G. Reilly
Managing Director and Co-portfolio Manager

Featured Area Income Opportunities

Income Opportunities

The Income Opportunities Strategy is a tax-efficient, income-generating U.S. equity and fixed income strategy that seeks current income and long-term capital appreciation by investing in high-quality companies with significant free cash flow.

Three important factors drive its strong results:

  • A diversified source of income and asset class exposures to generate income with growth outpacing inflation.
  • A disciplined investment process with a focus on quality.
  • A notably experienced, committed team averaging 18 years' industry experience.

CIBC Atlas Income Opportunities Fund (AWIIX)

Fund managers

Gary E. Pzegeo, CFA
Head of Fixed Income

W. Brant Houston, CFA
Managing Director and Portfolio Manager

Featured Area large cap growth

Large Cap Growth

The Large Cap Growth strategy aims for growth with low volatility by investing in large market capitalization companies. These are high-quality companies that are generally dominant in their industries and that exhibit above-average earnings growth and strong competitive positions. Three important factors drive its strong results:

  • Established: focuses on companies with capitalizations generally above $10 billion and above-average earnings growth.
  • Competitive advantage: invests in companies that exhibit strong competitive positions, high levels of earnings visibility, strong profitability and superior management.
  • Consistent growth: seeks stable companies with consistent, long-term growth.

Fund managers

Robert C. Bridges
Managing Director and Portfolio Manager, Equities

John Huber
Managing Director and Portfolio Manager, Equities

Gordon Scott, CFA
Managing Director and Portfolio Manager, Equities

Featured Area Global Sustainable Equity

Global Sustainable Equity

The Global Sustainable Equity strategy integrates environmental, sustainable and governance (ESG) considerations with traditional, fundamental analysis to generate unique insights into high-quality companies. The strategy seeks to mitigate risk while incorporating compelling thematic narratives designed to identify opportunities that lead to enhanced returns.

Fund managers

Matt Scherer, CFA
Portfolio Manager, Global Sustainable Equity Strategy

Jim Farrell, CFA
Portfolio Manager, Global Sustainable Equity Strategy

 

Featured Area Fixed Income

Featured Area Hedge Funds of Funds

Hedge Funds of Funds

Alternative strategy that seeks to reduce overall portfolio risk through diversified hedged strategies with low correlations to traditional asset classes.
Three important factors drive its strong results:

  • A "top-down" and "bottom-up" institutional investment process that combines dynamic portfolio construction and pragmatic risk management delivered in an institutional framework.
  • A flexible hedge funds structure that can cope with non-normal asset prices.
  • A notably experienced and stable team including co-portfolio managers with over 14 years' industry experience.

Fund managers

Jigar Patel, CFA
Managing Director and Portfolio Manager

Ohm M. Srinivasan, CFA
Managing Director and Portfolio Manager

 

Featured Area Energy Infrastructure

Energy Infrastructure

Energy infrastructure investments, including master limited partnerships (MLP), seek to generate high absolute returns on a consistent basis while managing risk primarily through investments in midstream oil and gas securities, such as pipelines, storage and processing facilities, as well as clean energy holdings, such as electric utilities. 

Fund managers

Adam Karpf, CFA
Co-Manager, Energy Infrastructure Strategy

Paul M. Mcpheeters, CFA
Co-Manager, Energy Infrastructure Strategy

 

Form

Contact a member of our investments team

First name null
Last name null
Phone number
Email address null
Message null
Text to Identify Refresh CAPTCHA