Middlefield Groppe Tactical Energy Class
Given the run-up we saw in energy names in the first half of the year, it’s not surprising that an energy fund was one of the best performing funds of the first half of the year. This fund is managed by Robert Lauzon of Middlefield, and Henry Groppe of Texas based oil and gas consulting firm Groppe, Long & Littell. The basic premise of the fund is that global oil production has peaked,...
Read MoreTop Funds Report – July 2014
Download the PDF Version of this report Investors Rewarded with Strong Gains With recent run-ups, equities look ready for a pause. The first half of the year was profitable, with most investors seeing modest gains. Canadian equities led the way with the S&P/TSX Composite Index gaining nearly 13%, handily outpacing most other developed markets, thanks to an impressive rebound in...
Read MoreFirst Half Review – Investors Rewarded with Strong Gains
The first half of the year was profitable, with most investors seeing modest gains. Canadian equities led the way with the S&P/TSX Composite Index gaining nearly 13%, handily outpacing most other developed markets. This was in large part to an impressive rebound in the energy and materials sectors. With Russia reclaiming the Crimean Peninsula from the Ukraine and renewed tensions in Iraq,...
Read MoreModel Portfolio Review – June 2014
It was a positive month for the portfolios as each finished both the month, and first half of the year with modest gains. The portfolios were up between 4% and 5% on a year to date basis, with the more conservative portfolios posting the strongest performance. You can download our Monthly Portfolio Report here. Despite these gains, the portfolios have lagged their respective benchmarks. The main...
Read MoreSocially Responsible Investing Report – June 2014
With environmental and human rights concerns becoming more important to people, interest in the Socially Responsible Investing segment has never been stronger. In an effort to help keep investors and advisors informed on the SRI funds available, we have created our monthly Socially Responsible Investing Fund Report, which will be published on a monthly basis. You can download the June 2014...
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