By Scott Ronalds

Don Cranston, one of the founding partners of CGOV Asset Management (the manager of our Equity Fund) was in town last week enjoying some of our rain. We put Don in front of the microphone and asked him a few of the questions that are at the top of investors’ minds these days:

• How and why does CGOV incorporate foreign holdings into the fund?
  
• What were some of the disappointments in the portfolio last year?
  
• How is the fund currently positioned?

And, as is customary with a visit from one of our managers, we closed with some rapid fire questions to get to know the real Don Cranston. Evidently, he’s not a fan of synchronized swimming.

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