Chou Associates Fund
This all cap, go anywhere, global equity fund is managed using his high conviction, deep value approach. The process is fundamentally driven, that focuses on balance sheet strength, cash flows, management and future growth potential. Valuation is critical; Mr. Chou won’t even consider adding a position unless it is trading at a discount of at least 40% to his estimate of its intrinsic value.
Read MoreLeith Wheeler Canadian Equity
When it comes to Canadian equity funds, it doesn’t get a whole lot better than this. It is a simple, no nonsense, consistent fund that does what you expect it to do – deliver above average returns more often than not.
Read MoreTrimark U.S. Companies Class
Manager Jim Young has built a concentrated portfolio of U.S. based businesses that have strong management, distinct proprietary advantages, and a history of generating long term cash flows. But where this fund appears to differ from other Trimark funds is the manager pays particular attention to companies that have a proven ability to profit from technological advances, and who have invested significantly to obtain their competitive advantages.
Read MorePH&N Dividend Income Fund
Since Warner Sulz took over the management duties of this fund in 2010, it has become a fairly competitive offering in the Canadian dividend category. As the name suggests, it invests primarily in big, dividend paying Canadian companies.
Read MorePH&N Total Return Bond Fund
What I like about this fund is that it is managed by the PH&N Fixed Income Team, which is one of the best on the street and have continued to put up strong risk adjusted numbers year after year. It is managed in a very similar fashion to the PH&N Bond Fund, but can use a number of nontraditional strategies including high yield bonds, mortgages and derivatives to help protect downside and add incremental return.
Read MorePH&N Short Term Bond & Mortgage Fund
Fund Company Phillips, Hager & North Investment Management Fund Type Canadian Short Term Fixed Income Rating Not Rated Style Duration Management Risk Level Low Load Status No Load / Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager PH&N Fixed Income Team MER 0.61% – series D units, 1.15% – Advisor sold units Code PHN 250 – No Load Units PHN 6250 –...
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