Below are a few of our recent fund updates. Log in or subscribe to see all of them.
Beutel Goodman American Equity
The Beutel Goodman American Equity Fund is managed using a highly disciplined, bottom up value approach that places a great deal of emphasis on capital preservation, with a focus on delivering absolute returns and managing risks. To achieve this, the managers look to identify high quality, well managed, dividend paying companies that have a history of generating stable cash flows and have earned a level of return that is greater than the company’s cost of capital.
read moreRBC North American Value Fund
The team of Stuart Kedwell and Doug Raymond use a multi stage portfolio construction process that incorporates both quantitative screening and fundamental, bottom up analysis.
read moreRBC North American Growth Fund
Being a Canadian focused equity fund, it invests in a portfolio of Canadian and U.S. based companies that the managers believe have above average prospects for growth. In doing this, they look for companies that have a demonstrated history of sales and earnings growth and prospects for continued expansion. They focus primarily on large cap names, but can invest in companies of any size.
read moreBissett Dividend Income
We were somewhat surprised when we were told that longtime manager Juliette John had resigned from Bissett back in early December. Ryan Crowther, the other co-manager on the fund remains. He has been with Bissett since 2008 and has been co-manager on the fund since mid 2011. Les Stelmach, who has been a part of the Bissett organization since 2006, will join him on the fund. Mr. Stelmach has been involved with the management of other Bissett funds including the Bissett Strategic Income Fund and the Bissett Energy Fund.
read moreBissett Canadian Dividend Fund
For the past few quarters, the Bissett Canadian Dividend Fund has been one of our favourites in the category. Unfortunately, this adds to the surprise when we found out that Juliette John, one of the co-managers of the fund had left the company in early December.
read moreMackenzie Cundill Value Fund
For as long as I can remember, the Cundill Value Fund had been one of my favourites in the global equity space. It offered decent returns with relatively low levels of volatility. That all started to change in the past year or so when we saw the volatility of the fund increase substantially, to the point where we removed it from our Recommended List of Funds.
read moreDesjardins 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.
read moreWestwood 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
read moreSteadyhand 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.
read moreSentry 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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