Sentry Diversified Total Return Fund
An interesting way think of this fund is that it is like a “hedge fund light”. Along with having a go anywhere mandate, no restrictions on geography or market capitalization, it can also use derivatives and short selling as a way to hedge risk and gain incremental return.
Read MoreMutual Funds and ETFs Update – December 2012
Volume 18, Number 12 December 2012 Single Issue $15.00 PDF Version of this Issue WHAT’S NEW New Mutual Fund and ETF Database to launch soon!! – After months of development, we are pleased to announce that on December 10, 2012 we will be launching our new Mutual Fund and ETF database. This comprehensive database, powered by Fundata Canada, will allow investors to screen the entire universe of...
Read MoreETF recommended list review
Fiscal cliff could result in more volatility. No major changes to recommended list. Historically, it has been the autumn months which have been the most volatile for investors, with September and October having the reputations of being particularly harsh. Fortunately this year, most of the volatility that was expected failed to materialize, resulting in a decent quarter for the global markets....
Read MoreCouch Potato Portfolio gains nearly 3%
Central bank easing plans push equity markets higher It was a modestly positive quarter for our Couch Potato Portfolio which gained 2.75% for the three months ending October 31, 2012. With the U.S. Federal Reserve announcing plans for another round of quantitative easing and the European Central Bank announcing an unlimited bond buying program, investors’ appetite for risk returned in a big way,...
Read MoreChanges at CI Harbour
Harbour Managers switch up duties, create much needed succession plan Over the years, one portfolio management team that has consistently been at or near the top of our list of favourites has been the group at Harbour Global Advisors. Formed in 1997 by Gerry Coleman and Stephen Jenkins, Harbour managed funds tend to be low turnover, high conviction portfolios made up of high quality, best of...
Read More