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TD Canadian Bond Fund

Posted by Dave Paterson on May 3, 2012 in Mutual Fund Updates | 0 comments

The TD Canadian Bond Fund has been one of our favourites for the better part of a decade. Looking at the performance, it’s not hard to see why. It has historically been one of the best performing bond funds in the country, consistently finishing in the first or second quartile, on both an absolute and risk adjusted basis.

Recommended List – March 2012

Posted by Dave Paterson on May 1, 2012 in Paterson Recommended List | 0 comments

Please download the full report here. During the first quarter, there were a number of changes to the Recommended List. The changes which occurred are: AGF Canadian Small Cap Fund – We removed the AGF Canadian Small Cap Fund from our Recommend List during the quarter. We added the fund to our Recommended List in December 2009 and we were rewarded with strong performance in 2010. The fund...

Trimark Fund

Posted by Dave Paterson on May 1, 2012 in Manager Changes, Mutual Fund Updates | 0 comments

On April 17, we had the opportunity to meet with Michael Hatcher, Jeff Feng and Darren McKiernan, the new management team of the Trimark Fund. They have worked together for the past nine years, first at Burgundy Asset Management and now at Invesco.

March 2012 Market Recap

Posted by Dave Paterson on Apr 13, 2012 in Paterson Updates | 0 comments

For the past year, market sentiment has been dominated largely by the debt crisis that continues to boil over in Europe, causing fear and panic among investors. In the first quarter of 2012, this situation was merely simmering, allowing investors to focus on the economic recovery that appears to be well underway in North America.

Sentiment was buoyed by encouraging data in the U.S. showing that the housing market is rebounding, job growth has been encouraging for six months, and consumer confidence remains positive. In Europe, while the economy is showing signs of slowdown, markets rallied strongly on news that the European Central Bank had injected funds into many banks in an effort to help spur economic growth.

Model Portfolio Review – March 2012

Posted by Dave Paterson on Apr 13, 2012 in Paterson Portfolio Review | 0 comments

March was another good month for our portfolios, with all five finishing in positive territory, and four out of the five outpacing their benchmarks. The only laggard was our Growth Portfolio which slightly underperformed its benchmark. Our Balanced Growth Portfolio posted a 1.3% gain during the month, outpacing its benchmark by 31 basis points. The biggest contributor to our outperformance was...