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Craig is a Portfolio Manager on the Canadian equity team, responsible for High Quality GARP (Growth at a Reasonable Price) mandates. Craig is the lead manager of the CIBC Canadian Equity Fund and CPIC Core Fund and co-manages the CIBC Monthly Income Fund, CIBC Global Monthly Income Fund, CIBC Dividend Growth, CIBC Dividend Income, Renaissance Diversified Income Fund, and the ICS Canadian Diversified Income Strategy.
Prior to joining CAM in 2006, Craig was an Analyst at Dynamic Mutual Funds focusing on international mobile gaming and the alternative energy sector. He began his career as a Software Developer at Amdocs Ltd.
Craig holds a Bachelor of Science from McGill University and a Master of Business Administration from the University of Toronto. He is also a CFA charterholder.
The telecom sector has long been an outperformer in Canada, compared to the broader TSX. But that’s likely to change.
This year, portfolio winners may be hard to find. There will be a compression of market multiples and a return to stock picking.