Trimark U.S. Small Companies Class Fund
Despite the April 2011 defection of long standing co-lead portfolio manager Ted Chisholm to Edgepoint Wealth Management, this fund has held up relatively well. Stepping into Mr. Chisholm’s shoes is Virginia Au, who has worked on the fund since 2006. Adding bench strength to the team was the appointment of Jason Whitting who has managed a number of other small cap focused products for Trimark including the Trimark North American Endeavour Fund.
Read MoreTop Funds Report – October 2011
Download the complete Top Funds Report for October 2011. This months top funds include Chou RRSP, Trimark U.S. Small Companies, RBC O’Shaughnessy Canadian Equity Fund, and the IA Clarington Canadian Conservative Equity Fund. We also discuss the impact of recent portfolio manager departures on the AGF European Equity and the Dynamic Value Fund of Canada.
Read MoreChou RRSP Fund
Portfolio manager Francis Chou follows a well articulated, value focused approach in the management of this Canadian small cap fund. He looks for profitable, well managed companies that have strong balance sheets and strong cash flow generation, that are well positioned in their respective industry. Being a value manager, Mr. Chou pays particular attention to the price paid for a stock and is basically looking to buy $1 for $0.50.
Read MoreDeath, taxes and higher MERs
Governments seek answers as to why fund fees are higher in Canada. Taxes are part of the problem. On September 28, Finance Minister Jim Flaherty announced that he plans to ask a Senate national finance committee to investigate why it is that Canadians pay higher mutual fund fees than Americans. With all due respect to Mr. Flaherty, I don’t think that we need a Senate committee to investigate...
Read MoreDeflation Risks Increasing
How deflation will impact your portfolio and how to protect against the risk. With interest rates expected to remain low for the near to medium term and economic growth appearing to be slowing, some experts have shifted their focus from the prospect of near term inflation to the prospect of deflation. Many of us are very familiar with the concept of inflation which is simply when prices in the...
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