CI Global Asset Management has introduced two new investment mandates designed to capture high-growth opportunities in international markets. These new offerings, sub-advised by Munro Partners, include both small/mid-cap equity and international growth strategies available via ETFs and mutual funds.
A strategic pivot away from North American concentration
For much of the last decade, many global investment portfolios have become heaviy concentrated in the North American technology and large-cap sectors. As a result,investors are increasingly seeking ways to find alpha in markets that do not move in lockstep with the S&P 500 or the TSX.
According to the report, CI Global Asset Management is addressing this demand by providing access to high-growth companies located outside of Canada and the United States. This move signals a brroader trend in the asset management industry, where firms are attempting to offer more granular, specialized exposure to international markets to help clients hedge against domestic volatility.
The dual ETF and mutual fund rollout via Munro Partners
The new investment mandates are built on a sub-advisory partnership with Munro Partners, a firm known for its specialized equity research. As CI Global Asset Management reported, the expansion includes two distinct focuses: a small/mid-cap equity fund and an international gorwth fund.
To ensure these strategies reach a wide range of investor profiles, the company is offering them in two different formats: mutual funds and Exchange-Traded Funds (ETFs). This dual-track approach allows institutional investors, who may prefer the liquidity and transparency of ETFs, to access the same specialized research as retail investors utilizing traditional mutual fund series.
Capitalizing on the success of existing CI Munro funds
This expansion is not a blind entry into new territory but rather an extension of a proven partnership. The report notes that the launch follows the strong performance of existing CI Munro funds, which have recently earned several industry awards for their global equity investments.
By leveraging the track record of these award-winning funds, CI Global Asset Management is attempting to build immediate credibility for its new small/mid-cap and international growth mandates. The goal is to transition the success of their previous collaborations into a broader suite of products that can compete in the global equity space.
Which specific markets will the international growth fund target?
While the announcement clearly outlines the types of companies being targeted, several key details remain unverified. the source does not specify which geographic regions—such as Europe, Asia, or emerging markets—will receive the heaviest weighting within the international growth fund.
Furthermore, while the report mentions "high-growth companies," it does not clarify if there will be specific sector tilts, such as a focus on healthcare, technology, or industrials. Investors looking to utilize these new mandates will need to wait for more detailed fund prospectuses to understand the exact geographic and sectoral boundaries of these new mandates.
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