Proprietary Investment Strategies | CIBC Private Wealth US × [SEE MORE VIDEOS >](/firm-overview-videos) # Proprietary Investment Strategies Cookie notice CIBC uses cookies to understand how you use our website and to improve your experience. This includes personalizing CIBC content on our mobile apps, our website and third-party sites and apps. To learn more about how we do this, go to [Manage my advertising preferences](https://us.cibc.com/en/legal/manage-advertising-preferences.html). Close ## capabilities\_inv\_proprietary:header # Internal strategies ## Menu Display * [Investment management](https://private-wealth.us.cibc.com/inv/investment-approach) * [Internal strategies](https://private-wealth.us.cibc.com/inv/proprietary-strategies) * [External strategies](https://private-wealth.us.cibc.com/inv/external-strategies) * [Customized portfolios](https://private-wealth.us.cibc.com/inv/customized-portfolios) ## capabilities\_inv\_proprietary:intro ## Value delivered through proprietary investments Beating the market is no easy thing, and we attempt to do so only where we believe we have seasoned professionals with a high-conviction investment philosophy and a performance edge. All internal strategies must meet a high bar compared to the competition within their investment categories. Because we combine that standard with the breadth of knowledge on our Multi-Manager Investment Team, we have something unique and incredibly strong. **US & Non-US Equity** * [Disciplined Equity](#disciplinedequity) * [All Cap Growth](https://private-wealth.us.cibc.com/inv/proprietary-strategies#all-cap) * [International Growth](/inv/proprietary-strategies#international) * [Equity Income](/inv/proprietary-strategies#equity-income) * [Mid-Cap Growth](/inv/proprietary-strategies#mid-cap) * [Income Opportunities](/inv/proprietary-strategies#income-opportunities) * [Large Cap Growth](/inv/proprietary-strategies#large-cap) **[Fixed Income](#fixed-income)** * Custom Portfolios * Intermediate Bond * Tax-Exempt Municipal Bond * Total Return Bond **[Hedge Funds](#hedge-funds)** **[Energy Infrastructure](#energy-infrastructure)** ## Featured Area Disciplined Equity ## Disciplined Equity The Disciplined Equity Strategy is a tax-efficient, large-cap U.S. equity strategy with a focus on leading companies that generate significant free cash flow. Four important factors drive its strong results: * A focus on bottom-up fundamental analysis to identify quality companies to invest in for the long term. * An emphasis on free cash flow. * Opportunistic buying and disciplined selling. * A right-sized team, committed to the Strategy—and to clients—averaging 17 years' industry experience. [CIBC Atlas Disciplined Equity Fund (AWEIX)](https://private-wealth.us.cibc.com/cibc-atlas-funds) ### Fund managers [Brant Houston, CFA](https://private-wealth.us.cibc.com/w.-brant-houston) Managing Director [James L. Farrell, CFA](https://private-wealth.us.cibc.com/jim-farrell) Managing Director ## Featured Area All Cap Growth ## All Cap Growth The All Cap Growth strategy seeks to outperform the market by investing in quality, high-growth companies, experiencing strong and visible growth. The strategy has a high active share and the ability to invest across all market capitalizations. Three important factors drive its strong results: * Quality growth: focuses on quality, high-growth companies with strong near-term and long-term growth prospects and positive business momentum. * High conviction: conviction-weighted portfolio with high active share * Flexible: ability to invest in companies across the entire market capitalization spectrum. [CIBC Atlas All Cap Growth Fund (AWGIX)](https://private-wealth.us.cibc.com/cibc-atlas-funds) ### Fund managers [Robert C. Bridges](https://private-wealth.us.cibc.com/robert-bridges) Managing Director [John Huber](https://private-wealth.us.cibc.com/john-huber) Managing Director ## Featured Area International Growth ## International Growth The International Growth strategy focuses on high-quality international companies that sustain higher-than-average earnings growth over extended periods of time. The strategy employs a fundamental bottom-up stock selection process while maintaining sector and geographic awareness. Three important factors drive its strong results: * Diversified growth: seeks companies that derive the majority of their revenues and growth internationally and have sustainable business models with above-average earnings growth. * High conviction: conviction-weighted portfolio with high active share. * Multi-cap: ability to invest in companies across all market capitalizations. [CIBC Atlas International Growth Fund (AWWIX)](https://private-wealth.us.cibc.com/cibc-atlas-funds) ### Fund managers [Daniel P. Delany, CFA](https://private-wealth.us.cibc.com/daniel-delany) Managing Director [Matthew K. Scherer, CFA](https://private-wealth.us.cibc.com/matthew-scherer1) Managing Director ## Featured Area Equity Income ## Equity Income The Equity Income strategy's primary focus is on total return, with the ability to invest in high-quality common stocks, Real Estate Investment Trusts (REITs) and Master Limited Partnerships (MLPs) that exhibit dividend growth greater than the market. The portfolio aims to provide lower volatility than the overall market. Three important factors drive its strong results: * Attractive dividend growth: seeks securities growing their dividends at an above-average rate. * High conviction: high-conviction portfolio of companies with above-average revenue, cash flow and earnings growth. * Flexible: ability to invest in a range of income securities including dividend-paying common stocks, REITs and MLPs. A Non K-1 version of the strategy is available that follows the same investment process except in order to simplify client tax reporting, the strategy does not invest in securities that generate K-1s. [CIBC Atlas Equity Income Fund (AWYIX)](https://private-wealth.us.cibc.com/cibc-atlas-funds) ### Fund managers [Robert C. Bridges](https://private-wealth.us.cibc.com/robert-bridges) Managing Director [John Huber](https://private-wealth.us.cibc.com/john-huber) Managing Director [Gordon Scott, CFA](https://private-wealth.us.cibc.com/gordon-scott1) Managing Director ## Featured Area Mid Cap Growth ## Mid-Cap Growth The Mid-Cap Growth Equity Strategy is a tax-efficient, U.S. mid-cap equity strategy that seeks long-term capital appreciation by investing in high-quality companies with excellent business models that generate consistent, strong financial returns. Three important factors drive its strong results: * A stringent philosophy and process for assessing business models, determining quality and identifying consistent growth prospects that have been successfully utilized since the Strategy’s inception * An adherence to strict risk controls to avoid exposing clients to undue risk in our estimation * A notably experienced and stable team including co-portfolio managers with over 20 years' tenure together on the Strategy [CIBC Atlas Mid-Cap Growth Fund (AWMIX)](https://private-wealth.us.cibc.com/cibc-atlas-funds) ### Fund managers [Jonathan Piskorowski, CFA](https://private-wealth.us.cibc.com/jonathan-piskorowski) Managing Director [Bryan G. Reilly](https://private-wealth.us.cibc.com/bryan-reilly1) Managing Director ## Featured Area Income Opportunities ## Income Opportunities The Income Opportunities Strategy is a tax-efficient, income-generating U.S. equity and fixed income strategy that seeks current income and long-term capital appreciation by investing in high-quality companies with significant free cash flow. Three important factors drive its strong results: * A diversified source of income and asset class exposures to generate income with growth outpacing inflation. * A disciplined investment process with a focus on quality. * A notably experienced, committed team averaging 18 years' industry experience. [CIBC Atlas Income Opportunities Fund (AWIIX)](https://private-wealth.us.cibc.com/cibc-atlas-funds) ### Fund managers [Gary E. Pzegeo, CFA](https://private-wealth.us.cibc.com/gary-pzegeo) Co-Chief Investment Officer [W. Brant Houston, CFA](https://private-wealth.us.cibc.com/w.-brant-houston) Managing Director [Sean Usechek](https://private-wealth.us.cibc.com/sean-usechek) Vice President ## Featured Area large cap growth ## Large Cap Growth The Large Cap Growth strategy aims for growth with low volatility by investing in large market capitalization companies. These are high-quality companies that are generally dominant in their industries and that exhibit above-average earnings growth and strong competitive positions. Three important factors drive its strong results: * **Established**: focuses on companies with capitalizations generally above $10 billion and above-average earnings growth. * **Competitive advantage**: invests in companies that exhibit strong competitive positions, high levels of earnings visibility, strong profitability and superior management. * **Consistent growth**: seeks stable companies with consistent, long-term growth. ### Fund managers [Robert C. Bridges](https://private-wealth.us.cibc.com/robert-bridges) Managing Director [John Huber](https://private-wealth.us.cibc.com/john-huber) Managing Director [Gordon Scott, CFA](https://private-wealth.us.cibc.com/gordon-scott1) Managing Director ## Featured Area Fixed Income ## Featured Area Hedge Funds of Funds ## Hedge Funds of Funds Alternative strategy that seeks to reduce overall portfolio risk through diversified hedged strategies with low correlations to traditional asset classes. Three important factors drive its strong results: * A "top-down" and "bottom-up" institutional investment process that combines dynamic portfolio construction and pragmatic risk management delivered in an institutional framework. * A flexible hedge funds structure that can cope with non-normal asset prices. * A notably experienced and stable team including co-portfolio managers with over 14 years' industry experience. ### Fund managers [Ohm M. Srinivasan, CFA](https://private-wealth.us.cibc.com/ohm-srinivasan1) Head of Manager Research & Alternative Investments & Managing Director ### ## Featured Area Energy Infrastructure ## Energy Infrastructure Energy infrastructure investments, including master limited partnerships (MLP), seek to generate high absolute returns on a consistent basis while managing risk primarily through investments in midstream oil and gas securities, such as pipelines, storage and processing facilities, as well as clean energy holdings, such as electric utilities. ### Fund managers [Paul M. McPheeters, CFA](https://private-wealth.us.cibc.com/paul-mcpheeters) Managing Director [Adam Karpf, CFA](https://private-wealth.us.cibc.com/adam-karpf) Managing Director ### ## Form × You are leaving the CIBC US Private Wealth site and entering a third-party site. Third-party sites may have a different privacy policy. 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