General Investing >> Money Manager Interviews >> January 27, 2017

Seeking Quality Business Models and Strong Capital Allocation

Greg Dean, Principal and Portfolio Manager, is Lead Portfolio Manager of the Cambridge small- and mid-cap equity funds, including Cambridge Growth Companies Corporate Class and Cambridge Canadian Growth Companies Fund for the Cambridge Global Asset Management division of CI Investments Inc. He is also co-manager of Cambridge Pure Canadian Equity Fund. Mr. Dean has over eight years of investment management experience. Prior to joining CI in 2011, he was a research analyst at Fidelity Investments, where he managed a portion of Fidelity Canadian Disciplined Equity Fund. He was named a TopGun Investment Mind — Platinum Class — in the Brendan Wood International Canadian investment rankings from 2012 to 2015. He was also awarded co-winner of the Breakout Fund Manager of the Year at the Morningstar Awards for 2015. He holds a Bachelor of Mathematics from the University of Waterloo, a Bachelor of Business Administration from Wilfrid Laurier University and the Chartered Financial Analyst designation. Profile
TWST: So to start out, why don't you give me the basics of your investment philosophy, and we'll begin there? Also, I read some commentary you gave back in, I believe, August, where you talked