Cutting Through the Noise
February 28, 2019
With the camera rolling, Tom recently sat down with the manager of our new Global Small-Cap Equity Fund to chat about his investment approach and some of the fund's current areas of investment.
Read MoreNovember 8, 2018
Learn more about our new-look Global Fund! With the camera rolling, Tom recently sat down with the new manager to chat about her investment approach and some of the current areas of investment.
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 MoreAugust 28, 2018
The full background on why we've decided to replace the manager of our Global Equity Fund.
Read MoreJuly 25, 2018
If you hold our Small-Cap Fund, you own a unique collection of businesses, many of which you’ve probably never heard of. But there's a good chance many of them play a role in your day-to-day. We walk through a day in the life of Evan to illustrate.
Read MoreMarch 23, 2018
CGOV announced today that it has agreed to be acquired by Fiera Capital. We do not anticipate any changes to how our Equity Fund will be managed, but will be monitoring the transition closely.
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.
Read MoreJanuary 17, 2018
Edinburgh Partners announced today that it has agreed to be acquired by Franklin Templeton Investments. We will be meeting with Dr. Sandy Nairn (EP's CEO) to get a better understanding of the deal and its implications for our clients, and will report back next week.
Read MoreDecember 7, 2017
Key takeaways from a recent presentation on the Steadyhand Equity Fund with Ted Ecclestone from CGOV (the manager of the fund).
Read MoreNovember 22, 2017
Takeaways from a recent site visit with our Global Equity Fund manager in Edinburgh.
Read MoreFebruary 27, 2017
Highlights from a recent "fireside chat" with Connor, Clark & Lunn's founder.
Read MoreFebruary 20, 2017
Highlighting some of the main themes from a recent conversation with the manager of our Equity Fund.
Read MoreOctober 20, 2016
Join us over lunch on November 3 for a "fireside chat" with the new manager of our Small-Cap Fund, Joe Sirdevan.
Read MoreAugust 24, 2016
Tom Bradley sits down with Galibier Capital Management's Joe Sirdevan, the new manager of our Small-Cap Fund, to bring some colour to the new portfolio.
Read MoreAugust 18, 2016
A review of why we've decided to change the manager of our Small-Cap Equity Fund.
Read MoreMay 24, 2016
Our Global Equity Fund's performance has been disappointing. We still have confidence in our manager, however. We walk through why.
Read MoreAugust 28, 2015
A look at some of the moves we've made in our funds amid the recent market volatility.
Read MoreJuly 31, 2015
June 16, 2015
While stocks in general look expensive, there are pockets of opportunity. Japan is one such area.
Read MoreJanuary 22, 2015
An update on the fund's performance, composition, and some of the strategies the manager is pursuing.
Read MoreDecember 10, 2014
Tom recently met with the manager of our Global Fund for a thorough review. Here are the Coles notes.
Read MoreSeptember 26, 2014
Wil Wutherich gives a rundown of the Small-Cap Fund's positioning and provides some colour on its energy holdings.
Read MoreSeptember 24, 2014
Craig Armour discusses the Global Fund's positioning and drills into its holdings in Japan, European healthcare stocks and Asian banks.
Read MoreSeptember 22, 2014
August 21, 2014
One of the more ‘non-consensus’ strategies we’ve pursued over the last few years has been the Global Equity Fund’s commitment to Japan. Although there have been periods when Japan has contributed to client returns, on balance it has been a drag so far ...
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