Dave

IA Clarington Canadian Small Cap

Manager Ian Cooke talks to us about the QV approach By Dave Paterson, CFA Since the market’s low in February 2009, Canadian small caps have outpaced their large cap brethren by a noticeable margin. The S&P/TSX Small Cap Index has gained more than 80% while the S&P/TSX Composite Index rose by 54% during the same period. Despite this outperformance, the general outlook for small cap stocks...

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TD Entertainment & Communications Fund

The TD Entertainment and Communications Fund is an interesting option that invests in companies that are involved in the entertainment, media, and communications industries. Typical holdings include such companies as Apple, Walt Disney, Comcast, and AT&T.

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Pender Small Cap Opportunities Fund

As a whole, Canadian small caps appear to be overvalued relative to their large-cap brethren. However, there are still a number of attractive opportunities available on a company-by-company basis. David Barr looks to take advantage of the inefficiencies within the small cap market and build a portfolio of well-managed businesses that have strong competitive positions that have been overlooked by the market.

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Dynamic Global Asset Allocation Fund

Managed by the team of David Fingold and Michael McHugh, this fund has a go anywhere mandate that allows it to invest in fixed income and equity securities anywhere in the world. It is also free of any size or sector restrictions, allowing it to invest in companies of any size and are operating in any industry sector.

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Mackenzie Sentinel Real Return Bond Fund

The Mackenzie Sentinel Real Return Bond Fund is designed to provide a steady flow of income will provide investors with a hedge against inflation. To do this, it invests in real return bonds issued by the Government of Canada and the province of Québec. It also can invest in real return bonds issued by foreign governments.

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