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Ethical Special Equity Fund
This Canadian small / mid cap equity fund has been managed by the team of Ian Cooke and Joe Jugovic at QV Investors since 2005. The QV in the name stands for quality and value, which is how they evaluate stocks.
read moreDynamic Global Infrastructure Fund
It invests in publicly traded companies that hold infrastructure assets directly or are involved in the building or maintenance of these assets. The fund has a go anywhere mandate and can invest in companies of any size. Canadian equities are the biggest component, making up 37% of the fund, followed by U.S. equities at 27% and Global at 23%. It holds 14% cash. Not surprisingly, utilities and energy infrastructure sectors are the biggest components, making up more than 60%. The portfolio is fairly concentrated, holding about 35 names with the top ten making up just under 40% of the fund.
read moreDynamic Dividend Fund
Managed by the team of Oscar Belaiche and Jason Gibbs, they use their “Quality at a Reasonable Price” approach, which looks to identify best in class businesses that pay a dividend or distribution. They are looking for businesses that have strong balance sheets, a history of growing cash flows, and high earnings predictability, believing that these factors will allow for the sustainability of the dividend, while at the same time offering potential for growth
read moreDynamic Value Fund of Canada
After long serving manager David Taylor left Dynamic in October 2011, Cecilia Mo was handed the reins of the fund. Under her leadership, there have been a few changes to the fund including significant changes to many of the fund holdings.
read moreTrimark Diversified Income
This fund invests in a mix of Canadian and foreign stock, REITs, and income trusts, as well as Canadian and global fixed income, including high yield, investment grade, preferred shares and convertible debt. Despite the focus on generating yield, the managers select securities using a total return approach, which looks for an attractive long term return though a mix of investment income, dividends and capital gains.
read moreTrimark Canadian Small Companies Fund
Like most other funds that carry the Trimark banner, this fund invests in a concentrated portfolio of high quality businesses run by great management teams that they can acquire at a reasonable valuation. The managers look for industry leading businesses that have sustainable competitive advantages. There also must be what the managers call a “big idea” with a company. This big idea is something that they believe the market hasn’t yet recognized that will help unlock the value of the company.
read moreRBC O’Shaughnessy Canadian Equity Fund
Like the other O’Shaughnessy Funds, the RBC O’Shaughnessy Canadian Equity Fund uses a quantitatively driven stock selection process that is highlighted in the manager’s book “What works on Wall Street”. Essentially the manager employs various screens looking for stocks that have a history of above average sales, above average trading value and above average cash flow. The manager will then pick the highest ranked 50 stocks for inclusion in the portfolio on an equally weighted basis. The screens are run several times a year, with the end portfolio being made up of between 150 and 200 stocks with significant levels of portfolio turnover. The Fund will be fully invested at all times
read moreRBC O’Shaughnessy All Canadian Equity Fund
Like the other O’Shaughnessy Funds, the RBC O’Shaughnessy All Canadian Equity Fund uses a quantitatively driven stock selection process that is highlighted in the manager’s book “What works on Wall Street”. Essentially the manager employs various screens looking for stocks that have a history of above average sales, above average trading value and above average cash flow. The manager will then pick the highest ranked stocks for inclusion in the portfolio on an equally weighted basis. This fund is a blend of his Canadian Growth and Canadian Value models.
read moreMawer New Canada Fund
In selecting stocks, the manager follows a “Growth at a Reasonable Price” approach. They focus on small cap stocks that have a demonstrated history of generating high returns on equity, but are trading at a level that is below their estimate of its true worth.
read moreMackenzie Ivy Canadian Fund
Fund Company Mackenzie Financial Corporation Fund Type Canadian Focused Equity Rating C Style Blend Risk Level Medium Load Status Optional RRSP/RRIF Suitability Fair TFSA Suitability Fair Manager Paul Musson since January 2009 Matt Moody since July 2012 MER 2.50% Code MFC 083 – Front End Units MFC 614 – DSC Units Minimum Investment $500 Analysis: Like all Ivy branded funds, the focus of this one is on capital preservation. To do this, it invests in only in high quality, large cap companies. To build the portfolio, the mangers use a...
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