Robert Swanson, CFA
Principal & Chief Market Strategist (Cambridge Global Asset Management)
Robert Swanson, Principal and Chief Market Strategist, provides guidance on macro-economic trends and asset allocation strategies for the Cambridge Global Asset Management team. He is also Lead Portfolio Manager of Cambridge High Income Fund and co-manager of Cambridge Asset Allocation Corporate Class. His 33-year career includes extensive experience managing equity, income and balanced portfolios. Prior to his current role, he was lead manager of several mutual funds at Fidelity Investments with combined assets under management exceeding $20 billion. Funds managed by Mr. Swanson have won 10 Lipper Fund Awards.
Mr. Swanson holds a B.Sc. in finance from Northern Illinois University, an MBA from Northwestern University, and the Chartered Financial Analyst designation.
*Mr. Swanson is associated with CI Global Investments Inc., a firm registered with the U.S. Securities and Exchange Commission and an affiliate of CI Investments Inc. Certain funds associated with Cambridge Global Asset Management are sub-advised by CI Global Investments Inc.
*Cambridge Global Asset Management, Harbour Advisors and Signature Global Asset Management, are each a division of CI Investments.