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PH&N Overseas Equity
It invests in a diversified portfolio of companies located outside of North America. The manager follows a value focused approach that looks to find companies that offer good value at their current prices. A typical company in the portfolio will what they believe to be industry leaders with strong management teams that have delivered high levels of profitability and earnings growth.
read moreFidelity Monthly Income Fund
Fund Company Fidelity Investments Canada Fund Type Canadian Neutral Balanced Rating A Style Value Risk Level Medium Load Status Optional RRSP/RRIF Suitability Excellent TFSA Suitability Excellent Manager Geoff Stein since April 2011 Derek Young since September 2011 MER 2.09% Code FID 269 – Front End Units FID 569 – DSC Units Minimum Investment $500 Analysis: This high quality balanced fund has not missed a beat since managers Geoff Stein and Derek Young took the reins in 2011. The team runs the fund much like a fund of funds, where it invests...
read moreCI Can-Am Small Cap Corporate Class
The team follows a relatively simple philosophy – find quality businesses trading at attractive valuations. To do this, they look for high quality companies with a demonstrated history of generating high returns on equity, and that have lower debt to equity and debt to cash flow ratios than the broader markets. They also like companies that pay a dividend to investors. The end result is a relatively concentrated portfolio holding 31 names. As of June 30, the top 10 stocks made up just under 45% of the portfolio.
read morePH&N Canadian Equity
Like other PH&N equity offerings, it follows the PH&N philosophy of “quality growth”. The managers look for companies that offer an attractive yield combined with strong management, high levels of profitability, a sound financial position, strong earnings and dividend growth. Valuation is also a key component to the process, since they don’t want to overpay.
read moreChou 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 – Front End Units Minimum Investment $5,000 Analysis: With the recent bump up in yields, many may now be looking for ways to shorten the duration of your...
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