Investment Commentaries

September 2017 Pricing Commentary

All five ABC Funds’ portfolios produced positive investment returns for the month of September. This performance was largely due to U.S. and Canadian banks and financials, as well as certain individual holdings including: Home Depot, Boeing,...

August 2017 Pricing Commentary

Primarily due to our significant equity exposure in American healthcare, technology and financials the five ABC Funds have outperformed our index benchmarks for year-to-date 2017. We continue to have in place a 100% U.S. currency hedge which has...

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...

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