CI Cambridge Canadian Equity Corporate Class
Managed by Brandon Snow of CI’s Cambridge Advisors Team, this Canadian focused equity fund invests in large and mid-sized companies that have a defensive business model, a history of intelligent capital allocation, and a management team whose interests are aligned with the shareholders. The bottom up approach is very active and will increase dramatically in periods of rising volatility, as they...
Read MorePIMCO Monthly Income Fund
Since its launch in January 2011, this global bond fund has consistently been one of the top performers, both on an absolute and risk adjusted basis. For the three years ending June 30, it has gained an annualized 13.5%, whichis nearly three times the category average. It has outperformed the index nearly 70% of the time, and has been up when the broader bond market is falling. It is managed...
Read MoreDynamic Advantage Bond
ThemainreasonIlikethisfundisitsdefensivepositioning. While I am not expecting that rates will shoot substantially higher in the second half of the year, the reality is that there will be upward pressure on rates sooner than we’d like. And when that happens this is the traditional bond fund you will want to own. It has historically held up better than its peers when the bond markets are falling...
Read MoreBrandes Global Opportunities
Launched in June 2012, this go anywhere global equity fund is managed identically to the way that other Brandes funds are. The focus is on companies that are trading at a significant discount to what Brandes believes it is really worth. Additionally, there must be the potential to close that valuation gap and realize price gains within a reasonable period. It has a true go anywhere mandate and...
Read MoreFranklin U.S. Core Equity Fund
With an 11.2% gain, this concentrated U.S. offering handily outpaced the S&P 500 and the U.S. equity category average in the first half of the year. Managers Brent Loder and Chris Anderson look for financially strong companies with favourable growth potential and sustainable competitive advantages. Their process is a mix of both quantitative and qualitative analysis, with a focus on larger...
Read MoreDynamic Aurion Canadian Equity Fund
This is a very actively managed Canadian focused equity fund, run by the team of Craig MacAdam, Robert Decker and Greg Taylor. The investment process is based on the belief that earnings drive long term gains, that markets are cyclical over the medium term, and that short term pricing anomalies exist. The team actively buy and sell companies inaneffort to benefit from their core beliefs....
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