Dave Paterson, CFA, is a money manager and an expert on investment fund research and due diligence on a variety of investment products.

Articles

Fund in Focus: Fidelity Greater Canada Fund

By Dave Paterson (Published on 12-23-2020)

Fund in Focus: Franklin Bissett Core Plus Bond Fund

By Dave Paterson (Published on 12-16-2020)

Fund in Focus: Fidelity Global Growth Portfolio

By Dave Paterson (Published on 12-09-2020)

Fund in Focus: TD Global Entertainment & Communications Fund

By Dave Paterson (Published on 12-02-2020)

Fund in Focus: Mackenzie Ivy Foreign Equity Fund

By Dave Paterson (Published on 11-25-2020)

Fund in Focus: Mackenzie U.S. All Cap Growth Fund

By Dave Paterson (Published on 11-18-2020)

Fund in Focus: Manulife Global Equity Class

By Dave Paterson (Published on 11-11-2020)

Fund in Focus: Sun Life MFS International Value Fund

By Dave Paterson (Published on 11-04-2020)

Fund in Focus: Fidelity Dividend Fund

By Dave Paterson (Published on 10-28-2020)

Fund in Focus: Invesco International Companies Fund

By Dave Paterson (Published on 10-21-2020)

Fund in Focus: Leith Wheeler U.S. Small/Mid Cap Equity Fund

By Dave Paterson (Published on 10-14-2020)

Fund in Focus: RBC Global Corporate Bond Fund

By Dave Paterson (Published on 10-07-2020)

Fund in Focus: Mawer New Canada Fund

By Dave Paterson (Published on 09-30-2020)

Fund in Focus: Fidelity Monthly Income Fund

By Dave Paterson (Published on 09-23-2020)

Fund in Focus: Mackenzie Canadian Growth Balanced Fund

By Dave Paterson (Published on 09-16-2020)

Fund in Focus: Dynamic Equity Income Fund

By Dave Paterson (Published on 09-09-2020)

Fund in Focus: CI MSCI World ESG Impact Fund

By Dave Paterson (Published on 09-02-2020)

Fund Review: NinePoint Diversified Bond Fund

By Dave Paterson (Published on 08-26-2020)

Fund in Focus: TD Canadian Low Volatility Fund

By Dave Paterson (Published on 08-19-2020)

Fund in Focus: PH&N Balanced Fund

By Dave Paterson (Published on 08-12-2020)

Fund in Focus: Fidelity Canadian Growth Company Fund

By Dave Paterson (Published on 08-05-2020)

Fund in Focus: BMO Monthly Income Fund

By Dave Paterson (Published on 07-29-2020)

Fund in Focus: Invesco Global Bond Fund

By Dave Paterson (Published on 07-22-2020)

Fund in Focus: Mawer U.S. Equity Fund

By Dave Paterson (Published on 07-15-2020)

Fund in Focus: Leith Wheeler Corporate Advantage Fund

By Dave Paterson (Published on 07-08-2020)

Fund in Focus: Dynamic Precious Metals Fund

By Dave Paterson (Published on 07-02-2020)

Fund in Focus: RBC Emerging Markets Bond Fund

By Dave Paterson (Published on 06-24-2020)

ETFs getting active

By Dave Paterson (Published on 06-17-2020)

Fund in focus: Capital Group U.S. Equity Fund

By Dave Paterson (Published on 06-10-2020)

Testing the waters with smart beta ETFs

By Dave Paterson (Published on 06-03-2020)

Fund in Focus: Mackenzie Canadian Growth Fund

By Dave Paterson (Published on 05-27-2020)

A taste of the classics

By Dave Paterson (Published on 05-21-2020)

Fund in Focus: Invesco 1-5 Year Laddered Corporate Bond Index ETF Fund

By Dave Paterson (Published on 05-12-2020)

The growing palette of ETF strategies

By Dave Paterson (Published on 05-06-2020)

Fund in Focus: Dynamic Power American Growth Fund

By Dave Paterson (Published on 04-29-2020)

Fund in Focus: Fidelity Canadian Growth Company Fund

By Dave Paterson (Published on 04-22-2020)

Fund in Focus: IA Clarington Global Allocation Fund

By Dave Paterson (Published on 04-17-2020)

Fund in Focus: TD U.S. Blue Chip Equity Fund

By Dave Paterson (Published on 04-08-2020)

Fund in Focus: Mackenzie Income Fund

By Dave Paterson (Published on 04-01-2020)

Fund in Focus: Cambridge Global High Income Fund

By Dave Paterson (Published on 03-25-2020)

Fund in Focus: CI Investment Grade Bond Fund

By Dave Paterson (Published on 03-18-2020)

Fund in Focus: PH&N Inflation-Linked Bond Fund

By Dave Paterson (Published on 03-11-2020)

Fund in Focus: Canoe Global Equity Fund

By Dave Paterson (Published on 03-04-2020)

Fund in Focus: Invesco Monthly Income ETF Portfolio

By Dave Paterson (Published on 02-26-2020)

Fund in Focus: Franklin Bissett Core Plus Bond Fund

By Dave Paterson (Published on 02-19-2020)

Fund in Focus: Sun Life Excel India Fund

By Dave Paterson (Published on 02-12-2020)

Fund in Focus: Dynamic Global Dividend Fund

By Dave Paterson (Published on 02-05-2020)

Fund in Focus: Manulife Dividend Income Plus Fund

By Dave Paterson (Published on 01-28-2020)

Fund in Focus: Mawer U.S. Equity Fund

By Dave Paterson (Published on 01-21-2020)

Not-so-new factor-based investing

By Dave Paterson (Published on 01-15-2020)

Fund in Focus: Fidelity Global Innovators Fund

By Dave Paterson (Published on 01-08-2020)

Fund in Focus: Dynamic Global Infrastructure Fund

By Dave Paterson (Published on 12-24-2019)

Fund in Focus: Fidelity Canadian Balanced Fund

By Dave Paterson (Published on 12-18-2019)

Fund in Focus: Mawer Balanced Fund

By Dave Paterson (Published on 12-11-2019)

Fund in Focus: Manulife Monthly High Income Fund

By Dave Paterson (Published on 12-04-2019)

Fund in Focus: EdgePoint Global Growth & Income Portfolio

By Dave Paterson (Published on 11-27-2019)

Fund in Focus: IA Clarington Floating Rate Income Fund

By Dave Paterson (Published on 11-20-2019)

Fund in Focus: Dynamic Power American Growth Fund

By Dave Paterson (Published on 11-13-2019)

Fund in Focus: Fidelity Canadian Large Cap Fund

By Dave Paterson (Published on 11-06-2019)

Fund in Focus: Horizons Active Canadian Dividend ETF

By Dave Paterson (Published on 10-23-2019)

Fund in Focus: Fidelity Small Cap America Fund

By Dave Paterson (Published on 10-16-2019)

Fund in Focus: Capital Group Global Equity Fund (Canada)

By Dave Paterson (Published on 10-09-2019)

Fund in Focus: Loomis Sayles Strategic Monthly Income Fund

By Dave Paterson (Published on 10-02-2019)

Fund in Focus: Mackenzie Ivy Canadian Fund

By Dave Paterson (Published on 09-25-2019)

Fund in Focus: Dynamic Advantage Bond Fund

By Dave Paterson (Published on 09-18-2019)

Fund in Focus: Invesco Global Companies Fund

By Dave Paterson (Published on 09-11-2019)

Fund in Focus: Mackenzie Canadian Growth Balanced Fund

By Dave Paterson (Published on 09-04-2019)

The birth of Liquid Alts

By Dave Paterson (Published on 08-28-2019)

Fund in Focus: Dynamic Blue Chip Equity Fund

By Dave Paterson (Published on 08-21-2019)

Fund in Focus: First Asset Canadian Convertible Bond Fund

By Dave Paterson (Published on 08-14-2019)

Fund in Focus: Capital Group U.S. Equity Fund (Canada)

By Dave Paterson (Published on 08-07-2019)

Fund in Focus: Sentry Small/Mid Cap Income Fund

By Dave Paterson (Published on 07-31-2019)

Surging indices come with a warning

By Dave Paterson (Published on 07-24-2019)

Fund in Focus: TD Global Low Volatility Fund

By Dave Paterson (Published on 07-17-2019)

Fund in Focus: Horizons Active Canadian Dividend ETF

By Dave Paterson (Published on 07-10-2019)

Fund in Focus: iShares U.S. Fundamental Index ETF

By Dave Paterson (Published on 07-03-2019)

Fund in Focus: RBC QUBE Low Volatility Canadian Equity

By Dave Paterson (Published on 06-26-2019)

Tax efficient fixed-income investing

By Dave Paterson (Published on 06-19-2019)

Fund in Focus: RBC Global Bond Fund

By Dave Paterson (Published on 06-12-2019)

Fund in Focus: Dynamic Power American Growth Fund

By Dave Paterson (Published on 06-05-2019)

Fund in Focus: Mackenzie Canadian Growth Fund

By Dave Paterson (Published on 05-29-2019)

Foresters: pioneering ESG investing

By Dave Paterson (Published on 05-22-2019)

Fund in Focus: Ninepoint Diversified Bond Fund

By Dave Paterson (Published on 05-15-2019)

Fund in Focus: Fidelity Canadian Growth Company Fund

By Dave Paterson (Published on 05-08-2019)

Fund in Focus: TD U.S. Blue Chip Equity Fund

By Dave Paterson (Published on 05-01-2019)

Fund in Focus: Sentry Canadian Income Fund

By Dave Paterson (Published on 04-24-2019)

Fund in Focus: Mackenzie Floating Rate Income Fund

By Dave Paterson (Published on 04-17-2019)

Fund in Focus: Mawer Global Small Cap Fund

By Dave Paterson (Published on 04-10-2019)

Tax efficiency with Natixis Class Funds

By Dave Paterson (Published on 04-03-2019)

Fund in Focus: Fidelity Dividend Fund

By Dave Paterson (Published on 03-27-2019)

Fund Review: Global funds from iA Clarington, Manulife

By Dave Paterson (Published on 03-20-2019)

Fund in Focus: NCM Short Term Income Fund

By Dave Paterson (Published on 03-13-2019)

Fund in Focus: Manulife World Investment Fund

By Dave Paterson (Published on 03-06-2019)

Fund in Focus: Leith Wheeler Canadian Dividend Fund

By Dave Paterson (Published on 02-27-2019)

Fund in Focus: Invesco U.S. Companies Fund

By Dave Paterson (Published on 02-20-2019)

Mackenzie Ivy Foreign Equity showing signs of revival

By Dave Paterson (Published on 02-13-2019)

Whatever happened to the Sprott funds?

By Dave Paterson (Published on 02-06-2019)

Fund in Focus: Horizons Marijuana Life Sciences ETF

By Dave Paterson (Published on 01-30-2019)

Fund in Focus: Invesco Canadian Dividend Index ETF

By Dave Paterson (Published on 01-23-2019)

Fund in Focus: CI Signature High Income Fund

By Dave Paterson (Published on 01-16-2019)

Fund in Focus: Leith Wheeler Income Advantage Fund

By Dave Paterson (Published on 01-09-2019)

Fund in Focus: Beutel Goodman American Equity Fund

By Dave Paterson (Published on 12-05-2018)

Fund Review: Invesco and RBC O’Shaughnessy

By Dave Paterson (Published on 11-28-2018)

Fund in Focus: CI Investment Grade Bond Fund

By Dave Paterson (Published on 11-21-2018)

Fund Focus: Invesco Global Endeavour Fund

By Dave Paterson (Published on 10-31-2018)

Fund in Focus: NEI Global Total Return Bond Fund

By Dave Paterson (Published on 10-17-2018)

Fund in Focus: Dynamic Power American Growth Class

By Dave Paterson (Published on 10-10-2018)

Fund in Focus: Steadyhand Equity Fund

By Dave Paterson (Published on 10-03-2018)

Fund in Focus: Steadyhand Equity Fund

By Dave Paterson (Published on 10-03-2018)

Fund review: Horizons Marijuana Life Sciences Index ETF

By Dave Paterson (Published on 09-26-2018)

FundGrade™ A grade EdgePoint Canadian Portfolio leads the performance parade

By Dave Paterson (Published on 01-03-2018)