Marquest Explorer Fund
Generally I don’t like to write anything bad about a fund. I will try to keep to that, but it may be difficult to do. So far this year, it has lost nearly 27%. But digging deeper, it is not that difficult to see why. This fund is a bit of a special situation in that it invests in small and mid-cap mining stocks that are rolled into upon expiry of Marquest flow through funds. Flow through shares...
Read MoreAGF U.S. Small-Mid Cap Fund
With a gain of 24.6%, this fund captured the bronze for year to date performance from a Canadian mutual fund. Managed by Tony Genua using a bottom up, earnings growth momentum driven approach, this concentrated portfolio’s performance seemed to turn a corner in May 2014, when began outpacing not only its peers, but also the Russell 2000. Much of this outperformance can be attributed to the...
Read MoreTD Health Sciences Fund
Apart from a couple of blips along the way, healthcare has been on a tear since August 2010. This fund is no exception, gaining an annualized 34% in the past five years. Much of this growth has been fueled by excitement over advances such as the mapping of the human genome, great strides in cancer research, and potential merger and acquisition activity. There have also been regulatory changes...
Read MoreFidelity China Fund
With an impressive 29.0% gain, the Fidelity China Fund took the crown as the top performing fund for the first half of the year. It handily outpaced its peers, and kept up to the MSCI All China, Hong Kong, and Taiwan Index in Canadian dollar terms. However, the tide seems to have turned in China, and the index is off more than 18% from its June 12th peak. Much of this year’s earlier gains were...
Read MoreHorizons Active Canadian Dividend ETF
This actively managed dividend ETF is managed by Sri Iyer and his team at Guardian Capital, using a proprietary, multi factor quantitative model that screens the Canadian equity universe looking for positive rates of change in the fundamentals of companies. The model looks at 31 key factors including growth, payout ratios, efficiency, valuation and investor sentiment. Each of the factors is...
Read MoreBeutel Goodman Canadian Dividend Fund
Dividend funds have been a favourite with investors, and with offerings like this, it’s not hard to see why. Managed by a team lead by Stephen Arpin and Mark Thomson, it invests in a concentrated portfolio of dividend paying, blue-chip stocks that are trading below their estimate of its true worth. To find these stocks, the team uses a disciplined, bottom up, value focused process that looks for...
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