Investment Commentaries

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,...

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...

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