Over the years, Dave Paterson has become a well respected mutual fund analyst and is regualarly quoted in various media outlets including the Globe and Mail and the Financial Post. Dave is also a regular contributor to the FundLibary.com and has been seen on BNN.
Low-volatility funds not yet ready for prime time
http://www.theglobeandmail.com/globe-investor/low-volatility-funds-not-yet-ready-for-prime-time/article26803584/ By Shirley Won Low volatility funds are the newer kids on the block, garnering attention as investors grow weary of wild market swings. In the past five years, the Canadian investment industry has launched mutual funds and exchanged-traded funds [ETFs] designed to help investors sleep better at night. They hold low-volatility stocks and provide a smoother ride than most of their equity peers. While returns have been impressive –...
read moreAsset allocation is not dead
A properly diversified portfolio includes cash, fixed-income, equity and real assets By Fiona Collie | December 03, 2012 11:00 Advisors feeling discouraged by investment returns of the past few years shouldn’t be so quick to give up on asset allocation as an investment strategy, according to Dave Paterson, director of research, investment funds, at D.A. Paterson and Associates Inc. in Toronto. “In the past few years, I’ve heard from a lot of advisors and a lot of investors that [asset allocation] is dead,”...
read moreFifteen Years of Futility
In these days of instant online trading, 15 years is an inordinately long time horizon. Given the financial industry’s continual message of “stocks for the long run” (defined as at least five years), the Financial Post’s 15-year mutual fund performance numbers make for counterintuitive reading.
read moreFinancial gurus pick their favorites for 2012
http://www.canada.com/Financial+gurus+pick+their+favorites+2012/6155722/story.html Dave Paterson (www.paterson-associates. ca), editor of the Mutual Funds/ETFs Update newsletter, anticipates that 2012 is likely to remain volatile. For his two foreign fund picks, he focused on high quality funds that have exhibited lower levels of volatility and that he expects will do well in a volatile environment. His picks: an American value fund and a conservative foreign fund.
read moreTop fund picks for both the conservative and aggressive
by Shirley Won Globe and Mail Tuesday, February 14, 2012 Investors face mind-boggling choices when considering mutual funds for their nest egg. But these investments can still can offer better options than the puny returns from so-called safe securities like guaranteed investment certificates (GICs) or government bonds held to maturity. With the deadline for registered retirement savings plan (RRSP) contributions nearing on Feb. 29, we asked several mutual fund experts to give their top picks for conservative and aggressive investors. It’s...
read moreThree top advisors give their top investment picks
Dave Paterson, editor of the Mutual Funds/ETFs Update newsletter, picked two Canadian mutual funds that he believes are good choices for volatile times: the Fidelity Canadian Large Cap Fund and the IA Clarington Canadian Conservative Equity Fund.
read moreTempleton Global Smaller Companies Fund
When investing globally, most people tend to focus solely on large-capitalization companies, which tend to make great core holdings for most investors. However, an often overlooked area of the markets is the global small-capitalization sector. Instead of being a large multinational company with offices worldwide, a small-cap company is often a small- to medium-sized company with operations in one or two markets. These companies are usually growing at a much faster rate than the large-cap companies. It is this growth rate that can provide investors with the potential for higher returns over the long term.
read moreShedding the light on mortgage investment corporations
With GICs paying next to nothing, bond values expected to decline, and income trusts pretty much extinct, income investors are left with very few options to generate a meaningful yield. One product that has been gaining a lot of interest from investors and advisors alike recently is the Mortgage Investment Corporation (MIC).
read moreAlways take a second look at mutual fund rankings
The search for reliable risk ratings goes on. In the most recent effort, fund companies must now provide investors with a “Risk Rating,” which can be found in the fund’s prospectus and on the new point of sale documents (basically fact sheets funds must provide clients). Fund managers will rate the risk of their funds in five fairly general categories: Low; Low to Medium; Medium; Medium to High; or High. The goal of these ratings is very laudable – to give investors an idea of how much risk they will be accepting by investing in a particular product. But how reliable are they?
read moreHedge Funds: Are they for you?
With the latest bull market having just turned two, it certainly appears as though investors’ risk appetite is back. In the past few weeks, I have had a number of calls from advisors who are interested in bringing hedge funds into their client portfolios. The most common question I get asked is, “What is the best hedge fund for my clients?” If only it were that easy.
read more