By Scott Ronalds

We sat down with Gord O’Reilly and a high definition camera earlier this month for an update on the Equity Fund. Gord is a founding partner at CGOV Asset Management, the firm that manages the fund, and is the key decision maker for the portfolio.

We discussed a number of topics, including:

• What’s been driving performance
  
• The fund’s focus on high-quality companies with growing dividends
  
• Energy stocks
  
• What CGOV likes about industrial and consumer businesses
  
• Laggards (spoiler alert: there haven’t been many)
  
• Valuations

(If you can't see the video, click here.)

We’ll report back later this week with video updates on our Small-Cap Equity Fund (Wil Wutherich) and Global Equity Fund (Craig Armour).

Management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns.