PIMCO Monthly Income Fund
Since breaking away from the Pacific Life Insurance Company in 1971, PIMCO and its Chief Investment Officer Bill Gross, has become one of the recognized leaders in the global fixed income investing space. While the firm has a long track record, they are relatively new in Canada, arriving here in 2004, providing institutional and private wealth management services. In January 2011, they launched a family of mutual funds in the Canadian market.
Read MoreIA Clarington Sarbit U.S. Equity Fund
Since June 2009, this fund has been managed by Larry Sarbit using a Warren Buffet inspired, high conviction, bottom up, value driven investment process. His process is a tough one to classify as it really is a mix of both a growth and value style.
Read MorePH&N High Yield Bond Fund
Having been closed to new investors since November 2010, if you don’t already own units of this great fund, then you are out of luck. After seeing a big jump in assets, management decided to cap the fund to protect existing unitholders. Despite not being open for new investment, we felt that an update was warranted.
Read MoreMawer International Equity Fund
Until recently, this fund was known as the Mawer World Investment Fund. To be honest, we always had a bit of an issue with the name as it implied that it had a true global mandate, when in reality, the fund was always non North American in its focus. That is why we were happy to see the name changed to the Mawer International Equity Fund, which we believe to be considerably more appropriate.
Read MoreMackenzie Sentinel Income Fund
We were a bit concerned about this fund after the retirement of Bill Proctor and the resignation of Chris Kesic back in the summer of 2010. As it turns out, most of our fears were unwarranted as the new team of Steve Locke and Norman Raschkowan have done a good job keeping the fund on track.
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