Dave

CI Canadian Investment

Posted by Dave Paterson on Nov 2, 2012 in Mutual Fund Updates | 0 comments

The CI Canadian Investment Fund follows a very simple investment approach where manager Daniel Bubus looks to buy out of favour companies that are trading at a discounted valuation, often due to a controversy.

RBC Global High Yield Bond Fund

Posted by Dave Paterson on Nov 1, 2012 in Mutual Fund Updates | 0 comments

For those looking for a well managed fund that invests in high yielding corporate and government bonds around the world, then this is a great place to start. While the focus is on developed markets, it can also invest in emerging market debt. As of September 30, the fund had 38% exposure to emerging markets.

Recommended List – September 2012

Posted by Dave Paterson on Oct 31, 2012 in Paterson Recommended List | 0 comments

Please download the full report here. During the quarter there were no additions or deletions to our Recommended List.

O’Leary U.S. Strategic Yield Fund

Posted by Dave Paterson on Oct 26, 2012 in Mutual Fund Updates | 0 comments

While this is officially classified as a global balanced fund, it is in fact, one of the few U.S. focused balanced funds that are available to investors. Launched in June 2011, it invests in equity and debt securities of U.S. issuers. It is available in a version which hedges the currency exposure and a version which does not.

Altamira High Yield Bond Fund

Posted by Dave Paterson on Oct 25, 2012 in Mutual Fund Updates | 0 comments

With interest rates hovering near historic lows, many investors are turning to high yield bonds as a way to generate additional return while rates remain stable, and provide better downside protection when interest rates begin to move higher.

This high yield offering from National Bank invests in high yield bonds of both Canadian and global issuers. As of September 30, it was heavily tilted towards U.S. issuers, which make up more than two thirds of the fund. Canadian issuers make up 17%.