Investment Commentaries

July 2017 Pricing Commentary

All five ABC Funds outperformed their respective benchmarks during the month of July, mainly due to our investments in select U.S. technology, industrial and consumer discretionary stocks. Although the Canadian dollar appreciated significantly...

June 2017 Pricing Commentary

Having just completed the first six months of 2017, we are pleased to report that all five ABC Funds outperformed their respective benchmarks during this period. More importantly, we have continued to reposition the portfolios toward larger...

May 2017 Pricing Commentary

Our ABC Funds’ investment strategy to overweight U.S. large capitalization equities, fully-hedge our $U.S. currency exposure as well as bulking up on solid, high dividend-paying Canadian pipelines and utilities, yielded significantly positive...

April 2017 Pricing Commentary

Over the past 18 months we repositioned our ABC portfolios toward a significant weighting in larger capitalization American technology, financial services, consumer discretionary and health care companies while fully hedging our U.S. currency...

March 2017 Pricing Commentary

All five ABC Funds appreciated during the first quarter of 2017 outperforming various equity benchmarks. Our portfolios are diversified and composed of high quality companies with strong growth prospects. Heading into the second quarter we remain...

February 2017 Pricing Commentary

All five ABC Funds improved during the month of February outperforming various equity benchmarks largely due to our significant commitment to U.S. common stocks. All five of our ABC Funds have a 100% currency hedge covering our American dollar...

January 2017 Pricing Commentary

All five ABC Funds increased in price during the month of January. This appreciation was largely due to a number of our U.S. holdings, which surged in value since the beginning of 2017, including: • Electronic Arts• Amazon.com • Brunswick...

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