Proprietary Strategies

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.


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)

Firm Expert


Patricia A. Bannan, CFA

Head of Equities, Co-Manager, Disciplined Equity Strategy

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Firm Expert


Brant Houston, CFA

Co-Manager, Disciplined Equity Strategy

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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 (AWXIX)

 

Firm Expert


Robert C. Bridges

Co-Head,
Team Geneva

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Firm Expert


John P. Huber

Co-Head,
Team Geneva

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Firm Expert


Gordon Scott, CFA

Portfolio Manager, Equities

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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.

Firm Expert


Robert C. Bridges

Co-Head,
Team Geneva

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Firm Expert


John P. Huber

Co-Head,
Team Geneva

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Firm Expert


Gordon C. Scott, CFA

Portfolio Manager, Equities

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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)

 

The Advisor

Bigger Things Might Come in Smaller Packages

"We think anticipated changes to economic policy are likely to improve the outlook for small caps," says Bryan Reilly, a senior investment analyst for CIBC Private Wealth Management.

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Boom, Bust, Recovery

Housing is now in a modest, but solid, recovery, in large part due to spending on R&R: repair and remodeling.

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Firm Expert


Jay Pearlstein, CFA

Co-Manager,
Mid-Cap Growth Equity Strategy

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Firm Expert


Frederick L. Weiss, CFA

Co-Manager,
Mid-Cap Growth Equity Strategy

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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)

 

Firm Expert


Robert C. Bridges

Co-Head,
Team Geneva

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Firm Expert


John P. Huber

Co-Head,
Team Geneva

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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)

 

White Paper

Premium Bonds: Don't Ignore Their Advantages

A bond offered at a premium should not be rejected for the sole reason that it has a dollar price above par.

Firm Expert


Gary E. Pzegeo, CFA

Head of Fixed Income

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Firm Expert


Brant Houston, CFA

Co-Manager, Income Opportunities Strategy

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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)

 


Advisor

Populism Rising

Learn what populism is -- and isn't -- and how it affects our political landscape and your portfolio.

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Blog

Emerging Markets: Looking Through the Storm

Most headlines related to emerging markets (EM) have been decidedly negative this year. The growing U.S. trade conflict with China (by far the biggest emerging economy) helped spark a bear-market-sized decline in the Shanghai Composite Stock Market Index over the last seven months.

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Blog

GOING DEEP IN THE NAME OF DUE DILIGENCE

Stabilization of the U.S. dollar, progress on trade agreements and signs of a recovery in the emerging markets all contributed to solid returns for the month.

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Firm Expert


Daniel P. Delany, CFA

Portfolio Manager, Equities

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Firm Expert


Matt Scherer, CFA

Portfolio Manager and Analyst, Equities

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Fixed Income

Webinar

The Fed and Monetary Policy

What are some factors affecting policy moving forward?

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Blog

What are Repurchase Agreements?

Repurchase agreements, or “repos,” are a form of short-term borrowing. What’s behind the recent headlines, and what is the risk?

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Blog

Understanding Premium Bonds

As a long-term investor, you may choose to include fixed income in your investment portfolio for a variety of reasons, such as capital preservation, income generation, or a combination of both.

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Firm Expert


Gary E. Pzegeo, CFA

Head of Fixed Income

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Firm Expert


Timothy Musial, CFA

Portfolio Manager, Fixed Income

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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.

The Advisor

Inflection Point

Forget what you may have learned in calculus—that an inflection point is the point where the direction of a curve changes. Instead, think of inflection point's other definition: a time of significant change in a situation; a turning point after which a dramatic change is expected to result.

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Firm Expert


Jigar Patel, CFA

Co-Manager, Hedge Funds

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Firm Expert


Ohm Srinivasan, CFA

Co-Manager, Hedge Funds

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Energy Infrastructure

CIBC Private Wealth Management's investment research team also includes a seasoned group of portfolio managers and analysts focused on energy infrastructure, including Master Limited Partnerships (MLPs).

Firm Expert


Adam R. Karpf, CFA

Co-Manager, Energy Infrastructure Strategy

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Firm Expert


Paul M. McPheeters, CFA

Co-Manager, Energy Infrastructure Strategy

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Firm Overview

CIBC Private Wealth can be your partner for all of your investment, wealth planning and private banking needs.

More about our firm

Questions about our platform

Contact Jack Caldwell, CFP®, Managing Director

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Multi-Manager Investment Program

The Multi-Manager Investment Program (MMIP) provides clients with access to institutional-quality investment managers with strong, risk-adjusted returns in a full range of asset classes.

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