Socially Responsible Investing Report – May 2013
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 May 2013...
Read MoreWRAP Funds Report – May 2013
Fund of Fund or WRAP funds have consistently led the mutual funds sales stats in the past few years. Investor and advisor interest in the products are at an all time high, given the unprecedented levels of market volatility and uncertainty that is prevalent in the markets today. To help you zero in on the best WRAP funds available, we have created our new Monthly WRAP Funds Report that will be...
Read MoreInvestment Fund Ranking Report – May 2013
Each month, we analyze nearly 1500 mutual funds, pooled funds, and hedge funds putting them through our proprietary quantitative valuation model. We then prepare our Monthly Fund Ranking Report which rates and ranks each of the funds in our universe. You can download our May 2013 Investment Fund Ranking Report here.
Read MoreMutual Funds/ETFs Update – June 2013
PDF Copy of this Edition What’s New Many Investors sitting on big cash balances – According to a recent poll conducted on behalf of investment dealer Edward Jones, Canadian investors have 13% of their portfolios invested in GICs. Further, 25% of those surveyed said that they intend to buy GICs this year, further adding to their cash balances. GIC rates remain very low, with five-year GICs paying...
Read MoreTrimark Fund
The Trimark Fund has been a staple on my Recommended List for a number of years. The management team of Michael Hatcher, Darren McKiernan and Jeff Feng run a concentrated portfolio of high quality, well managed businesses that have sustainable competitive advantages and the ability to generate strong levels of free cash flow.
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