Please click on the link below to watch the video on the 2019 Q1 update for Value Partners Foreign Equity Fund. To view the video click here.
Asset Manager Commentaries
Please click on the link below to watch the video on the 2019 Q1 update for Value Partners Canadian Equity Fund. To view the video click here.
Please click on the link below to watch the video on the 2019 Q1 update for Value Partners Income Pool fund. To view the video click here.
Developed equity markets reversed a very weak conclusion to 2018 with a comparably impressive rise in the first three months of 2019. To see the complete article click here.
Summer 2017 update VPI Foreign Equity Pool “Falling prices are the friend of long-term investors. If people don’t feel uncomfortable then I’m probably not doing my job.” Please read the complete interview click here
To read the complete VPI newsletter, please click on the link below: VPI Canadian Equity Pool Newsletter – May 2017 What You Own – Canadian Utilities – The longest track record of annual dividend increases of any Canadian publicly traded company. With $5 billion in expected future investment from 2017 to 2019 in natural gas and electricity distribution and… Read more »
Canadian Equity Pool Newsletter What You Own – Novo Nordisk – A leader in the rapidly growing diabetes care market What You Don’t Own – Goldcorp – People purchase gold companies. Investors do not. A Durable Business – Union Pacific – When the operating environment changes, a durable business can focus on the most profitable opportunities Absolute… Read more »
Newsletter provided by TD Asset Management Reprinted with permission Donald turns up trumps: U.S. election update Last night, one of the more colourful U.S. presidential election campaign seasons… Read more »
To read the complete VPI newsletter, please click on the link below: VPI Canadian Equity Pool Newsletter – July What You Own – RBC – One of the world’s most profitable businesses What You Don’t Own – Deutsche Bank – Not a bank you should own CIBC – Grew earnings 37% over past 5 years and it could get a lot… Read more »
TD Asset Management – Current Perspectives A year ago, it seemed likely that debt-ridden Greece would be the first country to exit the 28-country European Union (EU). However, that distinction now looks likely to go to the United Kingdom (UK). In the British leave/remain referendum held on June 23rd, voters decided that Britain should leave… Read more »