Cutting Through the Noise
November 4, 2021
Last month we announced a new manager for our Global Equity Fund, Aristotle Capital Management. With the portfolio transition now complete, we wanted to provide an update on how the fund is invested.
Read MoreJuly 15, 2021
Real estate bears are getting more airtime as prices have been rising. But they don’t put their money where their mouth is.
Read MoreFebruary 11, 2021
There are a number of myths about responsible investing. We attempt to debunk them.
Read MoreJanuary 28, 2021
A primer on ESG integration, the branch of responsible investing our managers subscribe to.
Read MoreJanuary 13, 2021
A closer look at the different approaches to responsible investing, including ESG integration, SRI (socially responsible investing), and impact investing.
Read MoreJanuary 6, 2021
A look at our framework for responsible investing, or what we're calling Sustainable Steadyhand.
Read MoreOctober 29, 2020
A synopsis of Cargojet, an air cargo services company that we own in our Small-Cap Equity Fund.
Read MoreOctober 19, 2020
A recording of our virtual Town Hall on responsible investing.
Read MoreSeptember 29, 2020
As we endeavour to incorporate sustainability practices in how we run our business and funds, we're keen to bring our clients along with us on the journey. To this end, we're hosting a virtual Town Hall on October 15 and would love to have you participate.
Read MoreAugust 25, 2020
A synopsis of Brookfield Renewable Partners, a global operator of renewable power assets that we own in both our Equity Fund and Income Fund.
Read MoreJune 25, 2020
A rundown of some of the changes we've made in our funds this quarter.
Read MoreApril 20, 2020
Some investment-related things you might want to consider with any newfound time.
Read MoreMarch 13, 2020
We’re in the midst of the most dramatic fall in stock prices since 2008. Here's how our fund managers have been responding.
Read MoreMarch 6, 2020
The last two weeks have not been for the faint of heart. Here's an update on what we've been doing in this volatile environment.
Read MoreSeptember 12, 2019
It's been a year since we changed the manager of our Global Equity Fund. We walk through why performance has been disappointing thus far and why we have confidence in the new manager.
Read MoreAugust 14, 2019
May 13, 2019
A synopsis of Philips, a global healthcare company we own in our Equity Fund.
Read MoreJanuary 22, 2019
January 7, 2019
Some words of wisdom from the steadiest of hands in this charged environment.
Read MoreDecember 27, 2018
Sound bites from our year-end manager meetings.
Read MoreSeptember 13, 2018
The manager of our Equity Fund, CGOV, was acquired by Fiera Capital this spring. After allowing some time for due diligence and critical thinking, here's an update on where we stand on the change in CGOV's ownership.
Read MoreMay 16, 2018
Discount brokers are not permitted to provide advice, yet most fund companies pay them trailing commissions (ongoing advice fees) anyways. Some TD fundholders are finally taking a stand.
Read MoreMarch 29, 2018
When a stock or industry is being driven more by speculation than fundamentals, we're happy to sit on the sidelines.
Read MoreFebruary 21, 2018
A look at one of the most important trade-offs in investing — higher potential long-term returns or lower volatility.
Read MoreJanuary 30, 2018
A review of some of the topics that our Global Equity Fund manager (Edinburgh Partners' Sandy Nairn) covered during recent presentations in Vancouver and Toronto.
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