BMO Guardian Enterprise Fund
This Canadian small/mid cap fund is virtually identical to the highly respected Mawer New Canada Fund, which has been capped to new investors for some time. While there may be some differences between the holdings, the overwhelming majority of the fund will be the same.
Read MoreCI Signature High Income Fund
Managed by Eric Bushell and his Signature Team, the fund has the objective of generating a high level of income and long term capital growth. This is a fund that has excelled at both. It pays investors a monthly distribution of $0.07 per unit, which works out to an annualized yield of approximately 6.1% at current prices. Investors have also been rewarded with strong first quartile performance from the fund since its inception.
Read MoreAGF Canadian Small Cap Fund
After a very strong 2009 and 2010, small cap stocks struggled through 2011 giving back some of the gains of the previous two years. The AGF Canadian Small Cap Fund was no exception, losing 14.7%, for the year, which was slightly worse than the BMO Small Cap Index.
Read MoreRBC O’Shaughnessy U.S. Value Fund
In managing this U.S. equity fund, Jim O’Shaughnessy uses a very quantitatively driven approach to stock selection. He has poured over decades of historical stock data to determine the factors which have, at least on a historic level, delivered excess returns to investors. He outlined his findings in his book What works on Wall Street. The key factors that are considered by the model include sufficient trading size, trading volume, growing sales and cash flows. Another metric considered is what O’Shaughnessy calls “shareholder yield” which is a combination of dividend payouts and stock repurchase programs.
Read MoreRBC North American Value Fund
The team of Stuart Kedwell and Doug Raymond utilize a multi stage portfolio construction process that incorporates both quantitative screening and fundamental, bottom up analysis.
Read MoreRenaissance Global Markets Fund
Since taking over this fund in 2006, David Winters has done a good job for investors in this go anywhere global equity fund. As of December 31, 2011, the five year return was a loss of 1.5% per year, which while disappointing in isolation, is strong on a relative basis, outpacing not only the MSCI World Index, but finishing firmly in the top quartile. Even more impressive is that the fund has delivered this level of outperformance with a level of volatility that is significantly lower than the category average.
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