Déjà vu all over again
Second half of year likely to be much like the first That phrase, made famous by former New York Yankee catcher Yogi Berra seems to be rather appropriate for the current investing climate. It seems as though we are stuck in an endless loop where things look like they are improving, but in the end, no meaningful progress is ever made. A perfect example is the European sovereign debt...
Read MoreFIRST HALF PORTFOLIO REVIEW
Uncertainty and volatility rule the markets in first half. Expect more of the same for second half When we last reviewed our model portfolios, our expectation was that the first half of 2012 would be very much like the latter half of 2011. We were pretty much right, as the European debt crisis, worries over the U.S. economy and concerns of a slowdown in China continued to weigh on investors. As...
Read MoreTrimark Global Endeavour Fund
Like other funds that carry the Trimark name, the Trimark Global Endeavour Fund is managed with a common sense approach of buying high quality businesses when they are temporarily out of favour. Management scours the globe looking for well managed, small and mid cap companies that have strong management, high quality balance sheets, low debt, and demonstrated growth potential that are trading at a discount to their prospective earnings growth and cash flow. They like to see this margin of safety between the stock’s market value and its intrinsic value as it provides a buffer against permanent loss of capital for the investors.
Read MoreMutual Funds and ETFs Update – August 2012
Deja vu all over again – That phrase, made famous by former New York Yankee catcher Yogi Berra seems to be rather appropriate for the current investing climate. It seems as though we are stuck in an endless loop where things look like they are improving, but in the end, no meaningful progress is ever made. This month, we highlight our Recommended List of Funds and Model Portfolios to help you navigate these tricky waters.
Read MoreRecommended List – June 2012
Please download the full report here During the quarter, there were a number of changes to the Recommended List. The changes are: Additions RBC Global Corporate Bond – We like this fund for a number of reasons. First, it is expected that corporate bonds will outperform governments when rates move higher. This fund invests exclusively in corporate bonds. Second, the duration is shorter than...
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