Last updated: Oct-25-2016

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Latest articles in the Fund Library

By Dave Paterson | Wednesday, October 26, 2016

The Trimark Fund is a bottom-up managed global equity fund that has been one of my favourites for a long time now. The managers look for companies that are industry leaders, have strong barriers to entry, high levels of free cash flow, and excellent management teams that have a history of generating high returns on invested capital. The companies trade at a discount to what they believe the stock is worth. The result is a concentrated portfolio that holds between 30 and 50 names.


By John Krisko | Tuesday, October 25, 2016


Franklin Bissett All Canadian Focus Fund is a three-time Fundata A+™ Award winner, most recently in 2015. It is on track for another excellent year with a September 2016 FundGrade™ Rating of B and a year-to-date return of 10.6% as of Sept. 30, which incidentally also marks the end of its twelfth calendar year since inception. Besides performance credentials, this fund is remarkable for another reason: For most of its recent history, it has been nearly 100% invested in Canadian equities, with a large-cap bias. I applied a technique called Returns Based Style Analysis (RBSA) to capture a statistical picture of the fund manager’s style.


By Gordon Pape | Monday, October 24, 2016


With bond yields near record lows, income investors have been hard-pressed to find low-risk securities that generate the cash flow they require. For example, the iShares Canadian Universe Bond Index ETF (TSX: XBB) is yielding just 2.75%, while the iShares Core S&P/TSX Cap Composite Index ETF (TSX: XIC) yields 2.9%. Meantime, the Horizons Active Preferred Share ETF (TSX: HPR) yields an attractive 4.5%. So why aren’t more people putting their money into preferreds?


By Fund Library News Wire | Friday, October 21, 2016

By Mike Keerma

* TSX rallies on energy, gold.
* First Asset launches three ETFs based on CIBC Index Strategies.

Pressured by the prospect of another quarter of fading corporate profitability, and troubled by uncertainties surrounding the U.S. election and the timing of the Fed’s next rate hike, the S&P 500 Composite Index edged up a barely visible 0.4% on the week, while the Nasdaq Composite Index posted a 0.8% advance. Toronto’s benchmark S&P/TSX Composite Index, buoyed by a rally in energy issues and a 1.2% gain in the price of gold, posted a more robust 2.4% advance on the week.


By Robyn K. Thompson | Friday, October 21, 2016

Q – I watched the U.S. presidential debate between Donald Trump and Hillary Clinton this past week, and I’m now really concerned about the impact the election results might have on financial assets. I’m wondering whether I should increase my asset allocations to safe-haven investments like commodities, real property, precious metals, coins, or gems – things that might hold their value if chaos erupts after the Nov. 8 U.S. election. – Ramesh P., Markham, Ontario


More recent articles

By Samantha Prasad | Thursday, October 20, 2016
By Dave Paterson | Wednesday, October 19, 2016
By Tyler Mordy | Tuesday, October 18, 2016
By Fund Library News Wire | Monday, October 17, 2016
By Fund Library News Wire | Friday, October 14, 2016
By Robyn K. Thompson | Friday, October 14, 2016
By Knowledge Bureau | Thursday, October 13, 2016
By Dave Paterson | Wednesday, October 12, 2016
By Gordon Pape | Tuesday, October 11, 2016
By Brian Bridger | Monday, October 10, 2016
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