Roberts Nash Advisory Group

Jay Nash

History

Articles

  • On April 4th 2012 The Roberts Nash Advisory Group launched its first managed fund. The “Managed Yield (M.Y.) Private Portfolio”, run by portfolio managers Kelly Roberts and Jay Nash, has achieved excellent returns [i]and currently has $9MM in assets...

  • The direction of the Loonie is one of the most common questions asked of our team. Many clients travel and, as the trip nears, try to capture the best exchange rate.  Currency markets are nearly impossible to predict in the short term due to...

  • On January 14th the Roberts Nash Advisory Group welcomed Pierre Fournier back to The London Club for the third consecutive year as part of their Speakers Series. Pierre has been a geopolitical analyst with National Bank of Canada since 2008. He...

  • National Post – January 8, 2013 The linked National Post Article has some very valid points that are worth bringing to the attention of every investor. We have seen our regulatory requirements compound annually; sometimes it could be argued in ways...

  • On June 5th The Roberts Nash Advisory Group published a report stating that the REIT market was overvalued and that investors should stay out of the sector at that time.  The return data below shows that this was the right move. Historical...

  •   On Thursday, November 21st, 2013 I had the opportunity to attend an Investment Conference in Toronto hosted by Walter Scott Global Investment Management of Edinburgh, Scotland. This was a rare chance[i] to meet with their managers...

  • Microsoft (MSFT) is The Roberts Nash Advisory Group’s largest U.S. equity position and is currently held within your portfolio. Last night they released earnings that were considerably better than analyst expectations. The stock neared its 52 week...

  • We are recommending that clients currently holding Brookfield Infrastructure (BIP.UN) and/or Exchange Income Corp (EIF) move their exposure to Northland Power (NPI) at current market prices. The purpose of this document is to provide details of our...

  • On September 30th the US Government failed to reach an agreement on the budget. This has resulted in the first shutdown of “non-essential” services in 17 years. How long it will last is anyone’s guess. For those trying to determine the impact of...

  • With the price of crude oil rising, the equities of Canada’s top energy producers appear poised for a breakout. Suncor Energy (SU-T) is one of the Roberts Nash Advisory Group’s and National Bank Financials top picks. It is also currently one of our...

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