Investment Commentaries

April 2018 Pricing Commentary

The extreme stock price volatility experienced in February and March continued into the month of April. However, the excellent quarterly earnings and revenue beats of a number of our favoured portfolio holdings including Amazon, Facebook, Microsoft...

March 2018 Pricing Commentary

Considering the extreme price volatility of the market we are pleased that four of our ABC Funds are still posting positive year to date investment performance. Overall, we remain optimistic for the balance of 2018. It is our view that the equity...

February 2018 Pricing Commentary

While there was extraordinary global stock price volatility during the month of February our five ABC Funds outperformed their respective index benchmarks during this period. More importantly, a number of our individual stock holdings reported...

January 2018 Pricing Commentary

All five ABC Funds posted materially positive investment returns for the month of January and significantly outdistanced the S&P/TSX benchmark. This outperformance was primarily due to our portfolios’ meaningful overweighting of American...

December 2017 Pricing Commentary

The five ABC Funds outperformed their respective investment benchmarks for the year 2017. This achievement was primarily due to our portfolios’ significant U.S. equity overweighting relative to Canada, which provided our Funds with materially...

November 2017 Pricing Commentary

All five ABC Funds posted positive investment returns for the month of November to reach new 2017 price highs. The ABC Funds’ relative outperformance compared to their index benchmarks was mainly attributable to their 60-70% American securities...

October 2017 Pricing Commentary

Canadian and U.S. common stocks were notably stronger during the month of October lifting all five ABC Funds to 2017 price highs. Positive highlights over the past four weeks included earnings beats from ABC holdings: Amazon, Google, Microsoft,...

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