One of our teams many strengths are the rules we have in place regarding the active managers recommended. There are managers available in Canada who have consistently outperformed their benchmarks and provided great value to investors. The...
Our team launched its first basket offering on April 4th, 2012 with a mandate of providing a core equity exposure for portfolio’s with higher than average yield and lower than average volatility. The focus is primarily on Canadian equities, but...
“A person is smart….People are dumb, panicky, dangerous animals…” — K’ (Tommy Lee Jones), Men in Black (1997) Our team decided a year ago to limit our exposure to government debt, and focus on high quality corporate paper for the income portions of...
As it can so often happen, the first months of 2012 have provided a complete change in market leadership. Government bonds are among the worst returning asset class at 0.69% (source DEX Mid-Term Bond Index; Feb 29th), and investors are generally...
The New Year has opened with new hope for equity markets and global economies. However, some regions (like Europe) continue to have significant risks as they try and chart a new course forward. Finding a way to minimize these risks while maintaining...
I often speak of the “battle” between growth and value investing, and the fact that each will lead at different times. In 1999 investors paid huge premiums for companies growing at 30% or more without a care for their actual earnings, or any...
In market bottoms we like to see a momentum low (which we got January 21st and 22nd), a substantial rally, and then a retest of the low with less momentum. This is potentially what is happening right now (March 1, 2008). Although it is...
Those who have reached a position where they are paying down their mortgage, adding to RRSP’s, and still putting some funds aside for investment should consider this carefully. A home is a wonderful investment, but the mortgage on that home is one...