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The objective of the Fund is to generate long term returns by investing in a range of listed securities. The Fund will invest in a portfolio of stocks that meet CI's guidelines of founder led, family linked or employee owned companies. The Fund will be constructed with limited reference to the Benchmark and therefore the returns of the Fund may significantly vary from the Benchmark returns. The Fund has a long term investment horizon. In constructing the portfolio, we narrow down the investable universe to those the Manager designates as founder led, family linked or employee owned. We use our VOF research process to assess individual companies, industries and countries and to construct a portfolio that aims to achieve the risk and return objectives. A high water mark applies. By clicking the button below you are confirming that you are an Australian wholesale client for the purposes of section G of the Corporations Act Cth or you are otherwise in a jurisdiction where it is not unlawful for you to access information about CI's products.
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But, he also points out that, if it gets it right, good leadership can take a firm from average to extraordinary. Allan Goldstein's "avoid" list includes firms that view their shareholders as obstacles rather than partners. Louie Douvis. Its largest investor, SoftBank, has stepped in to try to support the firm.