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Featured in The Globe and Mail: $9.5B investor bets on Element Fleet, Fairfax

Despite ongoing trade threats, CIBC’s Craig Jerusalim says Canadian firms that adapt to uncertainty will come out ahead.

Craig Jerusalim Aug. 18, 2025 5-minute read

Craig Jerusalim, Senior Portfolio Manager, Equities at CIBC Asset Management was recently profiled in The Globe and Mail highlighting his top stock picks and recent trims.

According to Mr. Jerusalim, “overall, the cost of doing business with the United States is going up,” citing the new era of tariffs imposed by the Trump administration. However, despite constantly changing trade threats, he says affected Canadian companies that can navigate through the uncertainty will come out ahead.

For the full article by Brenda Bouw, read Why this $9.5-billion money manager is buying Element Fleet and Fairfax, and trimming two energy giants (PDF, 265 KB) Opens a new window.

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Craig Jerusalim, CFA^®, MBA

Senior Portfolio Manager, Canadian Equities
CIBC Asset Management

Featured in The Globe and Mail: $9.5B investor bets on Element Fleet, Fairfax

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