Investment Commentaries

July 2018 Pricing Commentary

The North America equity markets moved higher during the month of July. Interestingly, the U.S. stock indices continued to outperform the Canadian indexes and this event benefited our ABC Funds which are approximately 65% U.S. weighted. Our 100%...

June 2018 Pricing Commentary

All five ABC Funds performed positively during the month of June. More importantly, the year to date and 12 month returns to June 30, 2018 have outpaced the Funds’ respective benchmarks. Notable Canadian common share advancers over the past month...

May 2018 Pricing Commentary

All five ABC Funds outperformed their respective benchmarks for the month of May. These excellent returns were largely due to two important factors: Our portfolios’ significant U.S. equity exposure and our relative underweighting of Canadian...

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...

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