Each of our investment partners offers a differentiated investment strategy in their specialist asset class – these span Australian equities, global equities, fixed income and volatility.
Grant Samuel Funds Management (GSFM) was established in July 2007 as a boutique funds management house, co-owned by its executives and corporate advisory business Grant Samuel. In November 2016, Grant Samuel’s stake in GSFM was bought by CI Financial. The stakeholders in GSFM’s management team have retained an equity holding.
GSFM’s mandate is to create alliances with high calibre investment managers, in Australia and overseas, that offer investment strategies not available to Australian retail and institutional investors.
We have formed partnerships with five specialist investment managers – New York-based Epoch Investment Partners, LA-based Payden & Rygel, and Australian based managers Tribeca Investment Partners, Munro Partners and Triple3 Partners. Each offers a differentiated investment strategy in their specialist asset class. These span Australian equities, global equities, fixed income and volatility.
Through GSFM’s dedicated distribution team, these investment strategies are accessible to Australian institutional and retail investors. At 30 June 2017, GSFM had approximately $6.3 billion funds under management.
CI Financial Corp is an independent, Canadian-owned wealth management company with approximately C$161.7 billion in fee-earning assets as at 30 June 2017. Its primary operating businesses are CI Investments Inc., one of Canada’s largest investment managers, advisory businesses Assante Wealth Management and Stonegate Private Counsel, and First Asset Corp., a leader in providing actively managed exchange-traded funds to the Canadian marketplace. CI is listed on the Toronto Stock Exchange under the symbol CIX.
CI Financial recognised Australia as an attractive market, with strong organic growth and a sophisticated investor base, and GSFM as an organisation with a similar business model and culture.