Mutual Fund Updates

Desjardins Environment Fund

For a number of people, socially responsible investing is a great way to help make the world a better place. This particular SRI offering invests in Canadian companies that have implemented “comprehensive environmental management programs” and that have a good environmental compliance record.

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Westwood Emerging Markets Fund

In August 2012, Patricia Perez-Coutts and her team took over the management duties of this fund. At the same time, its name was changed from the Omega Emerging Markets Fund to the Westwood Emerging Markets Fund. This is the majority of the team that was responsible for the success with the AGF Emerging Markets Fund. They will be using the same process on this fund

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Steadyhand Equity Fund

It has often been said that if you want to beat the index, you can’t look like the index. That is a philosophy that is shared by all the management teams who manage funds for Steadyhand, including Toronto based CGOV, managers of the Steadyhand Equity Fund. CGOV focuses on buying high quality companies run by great management teams that are trading at a significant discount to its intrinsic value.

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Sentry Diversified Total Return Fund

An interesting way think of this fund is that it is like a “hedge fund light”. Along with having a go anywhere mandate, no restrictions on geography or market capitalization, it can also use derivatives and short selling as a way to hedge risk and gain incremental return.

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Changes at CI Harbour

Harbour Managers switch up duties, create much needed succession plan Over the years, one portfolio management team that has consistently been at or near the top of our list of favourites has been the group at Harbour Global Advisors. Formed in 1997 by Gerry Coleman and Stephen Jenkins, Harbour managed funds tend to be low turnover, high conviction portfolios made up of high quality, best of...

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IA Clarington Canadian Small Cap Fund

This Canadian small / mid cap equity fund has been managed by the team of Ian Cooke and Joe Jugovic at QV Investors since 2008. The QV in the name stands for quality and value, which is how they evaluate stocks.

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