Waratah Capital Advisors

Size: px
Start display at page:

Download "Waratah Capital Advisors"

Transcription

1 Firm: Waratah Capital Advisors Waratah Capital Advisors Asset Manager Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden Waratah Capital Advisors Ltd. Best Relative Value Hedge Fund Winner: Curvature Fund LP, CHS Asset Management Inc. Finalists: Waratah One, Waratah Capital Advisors Ltd. SG U.S. Market Neutral, Arrow Capital Management Inc. Canadian Investment Marketing... CNW Group November 26, 2014 Labrador Iron Ore Royalty hires advisers to chart way ahead So, we re encouraged to see that the company is evaluating opportunities in front of them, including specifically the separation of equity from royalty, said Blair Levinsky, the president of Waratah Capital Advisors Ltd. The royalty would stand... Globe and Mail April 8, 2013 Marret Multi-Strategy Income Fund Announces Exercise of Over-Allotment Option Total issue reaches $196,680,000 The five separate portfolios are managed by: (i) Barry Allan of Marret; (ii) Paul Sandhu of Marret; (iii) Brad Dunkley and Blair Levinsky of WARATAH Capital Advisors Ltd.; (iv) John Schumacher and Michael MacBain of East Coast Fund Management Inc.; and (v... Digital Journal October 11, 2014

2 Winners of the Morningstar Awards are Morningstar Research has announced the winners of the 2014 Morningstar Awards. The awards encompass a wide range of investment products, including mutual funds, pooled funds, and hedge funds. Additional awards recognize outstanding individual managers... Advisor Morningstar Research, Inc., a Canadian subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the winners of the 2014 Morningstar Awards. The event, marking the 20th anniversary of celebrating... Bobs Guide November 25, 2014 Morningstar, Inc. (NASDAQ:MORN - News), a leading provider of independent investment research, today announced the winners of the 2014 Morningstar Awards. The event... Finance Yahoo Morningstar : Canada Announces Winners of 2014 Morningstar Awards Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the winners of the 2014 Morningstar Awards. The event, marking the... 4 Traders

3 Apple Inc. (AAPL) Jumps to Second Spot in Sprott s Equity Portfolio Among other prominent stockholders of this company, are Brad Dunkley and Blair Levinsky s Waratah Capital Advisors, which owned around 140,920 shares worth $5.97 million at the end of March. $200 Million Dollar Healthcare Hedge Fund's #1 Best Idea Right... INSIDER MONKEY August 3, 2015 Waratah Capital Advisors Ltd. Best Relative Value Hedge Fund Winner: Curvature Fund LP, CHS Asset Management Inc. Finalists: Waratah One, Waratah Capital Advisors Ltd. SG U.S. Market Neutral, Arrow Capital Management Inc. Canadian Investment Marketing... CNW Group AEW Capital Management Is Fond Of REITs (Especially These Ones) Waratah Capital Advisors, managed by Brad Dunkley and Blair Levinsky, held a total of 41,050 shares with a market value of $7.10 million. The fund was quite bullish on the stock, adding 29,625 shares to its stake during the quarter. The second-biggest REIT... INSIDER MONKEY August 12, 2015 Facebook Popular Amongst Latest 13F Filers At Holdings Channel, we have reviewed the latest batch of the 47 most recent 13F filings for the 03/31/2015 reporting period, and noticed that Facebook, Inc. (NASD: FB) was held by 21 of these funds. When hedge fund managers appear to be thinking alike, we... Forbes

4 May 12, 2015 AEW Capital Management Is Fond of These REITs Waratah Capital Advisors, managed by Brad Dunkley and Blair Levinsky, held a total of 41,050 shares with a market value of $7.10 million. The fund was quite bullish on the stock, adding 29,625 shares to its stake during the quarter. $200 Million Dollar... INSIDER MONKEY August 12, 2015 Waratah Tries Not to Predict Direction of Oil Prices TORONTO--Slumping crude prices have made it tough to make money in energy stocks, but Canada s Waratah Capital Advisors Ltd. says it has bucked the trend by not trying to predict the direction of oil and gas prices. Canada s energy-stock index... Wall Street Journal September 28, 2015 Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the winners of the 2014 Morningstar Awards. The event, marking the... Stockhouse Ben Dummett Dan Nowlan will join Canadian Imperial Bank of Commerce s investment-banking arm as vice chairman. Subscriber Content Read Preview Markets React Cautiously to Canadian Election Results October 20, :51 p.m. The Liberal Party of Canada s...

5 Wall Street Journal October 22, th Annual Forecast Dinner Brad Dunkley is a Co-Founder of Waratah Capital Advisors Ltd, a Canadian registered investment fund manager founded in Waratah is a research intensive fundamental investor with a disciplined approach to risk management. Waratah manages low volatility... Business in Vancouver January 12, 2015 Is The AES Corporation (AES) A Good Stock To Buy? Clinton Group had $9.6 million invested in the company at the end of the quarter. Brad Dunkley and Blair Levinsky s Waratah Capital Advisors also initiated a $4.5 million position during the quarter. The other funds with brand new AES positions are David... INSIDER MONKEY December 5, 2015 Morningstar Domestic Equity Fund Manager of the YearWinner: Martin Ferguson and Jeff Mo, Mawer New Canada, Mawer Investment Management Ltd. Finalists: Stephen Arpin and William Otton, Beutel Goodman Small Cap, Beutel, Goodman & Company Ltd. Michael Simpson... Market Watch November 26, 2014 Why SimilarWeb Is Buying Quettra for $10 Million the co-founder and portfolio manager of Waratah Capital Advisors explains why this hot stock may have more room to run. (Source: Bloomberg)

6 Bloomberg December 11, 2015 Waratah: Cott Shares Could Return 300% If Company Expands Dec With C$1 billion in assets under management, Canadian hedge fund manager Blair Levinsky is betting on Cott Corp. In an interview with Bloomberg TV Canada's Pamela Ritchie, the co-founder and portfolio manager of Waratah Capital Advisors explains... Yahoo Singapore Finance December 10, 2015 Hedge Funds Are Betting On Crescent Point Energy Corp (CPG) According to Insider Monkey s hedge fund database, Waratah Capital Advisors, managed by Brad Dunkley and Blair Levinsky, holds the largest position in Crescent Point Energy Corp (NYSE:CPG). Waratah Capital Advisors has a $30.7 million position in the... INSIDER MONKEY November 25, 2015 Marret Asset Management Inc. Announces Filing of Final Prospectus for Marret Multi-Strategy Income Fund The five separate portfolios will be managed by: (i) Barry Allan of Marret; (ii) Paul Sandhu of Marret; (iii) Brad Dunkley and Blair Levinsky of WARATAH Capital Advisors Ltd.; (iv) John Schumacher and Michael MacBain of East Coast Fund Management Inc.; and... CNW Group February 28, 2011 Marret Multi-Strategy Income Fund Closes $190 Million Initial Public Offering The five separate portfolios will be managed by: (i) Barry Allan of Marret; (ii) Paul Sandhu of Marret;

7 (iii) Brad Dunkley and Blair Levinsky of WARATAH Capital Advisors Ltd.; (iv) John Schumacher and Michael MacBain of East Coast Fund Management Inc.; and... Digital Journal September 19, 2014 WARATAH CAPITAL ADVISORS LTD. 7:12PM ET - Dow Jones Business News Yahoo Nears Investment in Snapchat, Sources Say 7:05PM ET - Dow Jones Business News J.P. Morgan Data Breach Draws Scrutiny From State Attorneys General 7:00PM ET - Dow Jones Business News American Assets Trust, Inc... NASDAQ June 29, 2014 Hedge Fund - Waratah Capital Advisors Unfortunately, there are no news available for this hedge fund. Insider Monkey Small Cap Strategy Insider Monkey beat the market by 52 percentage points in 24 months Click to see monthly returns in table format! INSIDER MONKEY October 7, 2014 Marret Asset Management Inc. Announces Initial Public Offering of "Marret Multi- Strategy Income Fund" The five separate portfolios will be managed by: (i) Barry Allan of Marret; (ii) Paul Sandhu of Marret; (iii) Brad Dunkley and Blair Levinsky of WARATAH Capital Advisors Ltd.; (iv) John Schumacher and Michael MacBain of East Coast Fund Management Inc.; and... CNW Group February 8, th Annual Forecast Dinner

8 Brad Dunkley is a Co-Founder of Waratah Capital Advisors Ltd, a Canadian registered investment fund manager founded in Waratah is a research intensive fundamental investor with a disciplined approach to risk management. Waratah manages low volatility... Business in Vancouver January 12, 2014 Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the winners of the 2014 Morningstar Awards. The event, marking the... istock Analyst November 26, 2014 Winners of the Morningstar Awards are Morningstar Research has announced the winners of the 2014 Morningstar Awards. The awards encompass a wide range of investment products, including mutual funds, pooled funds and hedge funds. Additional awards recognize outstanding individual managers... Benefits Canada November 28, 2014 TORONTO, Nov. 26, 2014 /CNW/ - Morningstar Research, Inc., a Canadian subsidiary of Morningstar, Inc. (MORN), a leading provider of independent investment research, today announced the winners of the 2014 Morningstar Awards. The event, marking the 20 th... Yahoo Finance

9 Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the winners of the 2014 Morningstar Awards. The event, marking the... Morning Star November 25, 2014 Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the winners of the 2014 Morningstar Awards. The event, marking the... Le Lézard November 25, 2014 TORONTO, Nov. 26, 2014 /CNW/ - Morningstar Research, Inc., a Canadian subsidiary of Morningstar, Inc. (MORN), a leading provider of independent investment research, today announced the winners of the 2014 Morningstar Awards. The event, marking the 20 th... Yahoo Singapore Finance Marret Asset Management Inc. Announces Initial Public Offering of "Marret Multi- Strategy Income Fund" The five separate portfolios will be managed by: (i) Barry Allan of Marret; (ii) Paul Sandhu of Marret; (iii) Brad Dunkley and Blair Levinsky of WARATAH Capital Advisors Ltd.; (iv) John Schumacher and Michael MacBain of East Coast Fund Management Inc.; and... istock Analyst February 8, 2011

10 Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the winners of the 2014 Morningstar Awards. The event, marking the... news.morningstar.com November 25, 2014 Costco Wholesale Popular Amongst Latest 13F Filers At Holdings Channel, we have reviewed the latest batch of the 21 most recent 13F filings for the 12/31/2014 reporting period, and noticed that Costco Wholesale Corp (COST) was held by 11 of these funds. When hedge fund managers appear to be thinking alike... The Street February 11, 2015 Daniel Isaac Dorenbush CFA Mr. Daniel Isaac Dorenbush, CFA is employed at Waratah Capital Advisors Ltd. Mr. Dorenbush is responsible for business development at Waratah Capital Advisors. He served as the Chief Executive Officer of Merlin Canada Ltd. Mr. Dorenbush was responsible for... Bloomberg February 13, 2015 Company Overview of Waratah Capital Advisors Ltd. Waratah Capital Advisors Ltd. is a privately owned hedge fund sponsor. The firm also launches and manages equity mutual funds. It invests in public equity markets. The firm employs long short strategy to make its investments. It employs fundamental...

11 Bloomberg February 23, 2015 Uni-Select's (UNIEF) CEO Richard Roy on Q Results - Earnings Call Transcript Good afternoon, ladies and gentlemen. Welcome to the 2014 fourth quarter results conference call. I would now like to turn the meeting over to Ms. Karine Vachon, Manager of Investor Relations and Communications. Please go ahead, Ms. Vachon. Thank you... Seeking Alpha February 12, 2015 Waratah Capital Advisors Ltd. Best Relative Value Hedge Fund Winner: Curvature Fund LP, CHS Asset Management Inc. Finalists: Waratah One, Waratah Capital Advisors Ltd. SG U.S. Market Neutral, Arrow Capital Management Inc. Canadian Investment Marketing... Digital Journal Retail Properties of America Inc (RPAI) Director SARGEANT THOMAS J's Insider Stock Buys and Sells Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as Conversion of derivative security or Exercise of Options are not included. Insiders are only limited to Officers and/or Directors of the company. Guru Focus December 4, 2014 Benjamin R. Thorek CFA

12 Mr. Benjamin R. Thorek serves as an Investment Analyst at Waratah Capital Advisors Ltd. Mr. Thorek joined Waratah Capital Advisors Ltd. in July Previously, he served as an Analyst at Genuity Capital Partners focusing primarily on middle-market... Bloomberg April 15, 2015 Uni-Select's (UNIEF) CEO Richard Roy on Q Results - Earnings Call Transcript Good afternoon, ladies and gentlemen. Welcome to the 2014 fourth quarter results conference call. I would now like to turn the meeting over to Ms. Karine Vachon, Manager of Investor Relations and Communications. Please go ahead, Ms. Vachon. Thank you... MSN February 12, 2015 Uni-Select's (UNIEF) CEO Richard Roy on Q Results - Earnings Call Transcript Good afternoon, ladies and gentlemen. Welcome to the 2014 fourth quarter results conference call. I would now like to turn the meeting over to Ms. Karine Vachon, Manager of Investor Relations and Communications. Please go ahead, Ms. Vachon. Thank you... MSN February 12, 2015 Benjamin R. Thorek CFA Mr. Benjamin R. Thorek serves as an Investment Analyst at Waratah Capital Advisors Ltd. Mr. Thorek joined Waratah Capital Advisors Ltd. in July Previously, he served as an Analyst at Genuity Capital Partners focusing primarily on middle-market... Bloomberg May 10, 2015

13 No news for Waratah Capital Advisors right now. Check back soon! Powered by DISCLAIMERS

McLean & Partners Wealth Management

McLean & Partners Wealth Management Firm: McLean & Partners Wealth Management McLean & Partners Wealth Management Evaluator Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden CWB Completes Sale of Valiant

More information

GSA CAPITAL PARTNERS LLP

GSA CAPITAL PARTNERS LLP Firm: GSA CAPITAL PARTNERS LLP GSA CAPITAL PARTNERS LLP Asset Manager Founded in Hidden Hidden Hidden Hidden GSA CAPITAL PARTNERS LLP Headcount: Hidden Assets Under Management: Hidden 4:01PM ET - GlobeNewswire

More information

LSV ASSET MANAGEMENT

LSV ASSET MANAGEMENT Firm: LSV ASSET MANAGEMENT LSV ASSET MANAGEMENT Asset Manager Founded in Hidden Hidden Hidden Hidden Copia expands investment team Headcount: Hidden Assets Under Management: Hidden His last position was

More information

Showcasing Canada s Award Winning Hedge Funds

Showcasing Canada s Award Winning Hedge Funds Showcasing Canada s Award Winning Hedge Funds Wednesday, March 8th, 2017 By Invitation Only A The Albany Club 91 King Street East, Toronto 2:00-5:30pm Wednesday, March 8th, 2017 By Invitation Only Please

More information

Plaisance Capital. David Decker leaves Janus. Kozlowski engineers turnaround at Janus Contrarian Fund

Plaisance Capital. David Decker leaves Janus. Kozlowski engineers turnaround at Janus Contrarian Fund Firm: Plaisance Capital Plaisance Capital Asset Founded in Janus Contrarian T (JSVAX) Headcount: Assets Under Management: From 2008 to 2011, Mr. Kozlowski founded and managed Plaisance Capital, LLC, which

More information

Brookside Capital Management, LLC

Brookside Capital Management, LLC Firm: Brookside Capital Management, LLC Brookside Capital Management, LLC Asset Manager Filing Details Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden Represents

More information

Portfolio Series Conservative Fund. Portfolio Review Second Quarter 2015

Portfolio Series Conservative Fund. Portfolio Review Second Quarter 2015 Portfolio Review Second Quarter 2015 Q2 Portfolio Performance (Class A) 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years Since Inception (December 1997) -1.4% -2.0% 3.7% 6.8% 8.9% 8.0% 5.0% 5.4%

More information

Portfolio Series Income Fund. Portfolio Review Second Quarter 2015

Portfolio Series Income Fund. Portfolio Review Second Quarter 2015 Portfolio Review Second Quarter 2015 Q2 Portfolio Review Second Quarter 2015 as at June 30, 2015 Portfolio Performance (Class A) 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years Since Inception

More information

AMERRA CAPITAL MANAGEMENT, LLC

AMERRA CAPITAL MANAGEMENT, LLC Firm: AMERRA CAPITAL MANAGEMENT, LLC AMERRA CAPITAL MANAGEMENT, LLC Asset Manager Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden Umami Sustainable Seafood Enters

More information

Portfolio Series Maximum Growth Fund. Portfolio Review Second Quarter 2015

Portfolio Series Maximum Growth Fund. Portfolio Review Second Quarter 2015 Portfolio Review Second Quarter 2015 Q2 Portfolio Performance (Class A) 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years Since Inception (December 2001) -2.0% -1.2% 6.2% 8.8% 16.1% 11.9% 5.2%

More information

Portfolio Series Conservative Balanced Fund. Portfolio Review Second Quarter 2015

Portfolio Series Conservative Balanced Fund. Portfolio Review Second Quarter 2015 Portfolio Review Second Quarter 2015 Q2 Portfolio Performance (Class A) 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years Since Inception (December 2001) -1.5% -1.9% 4.0% 7.0% 10.3% 8.8% 5.1% 5.2%

More information

Portfolio Series Balanced Fund. Portfolio Review Second Quarter 2015

Portfolio Series Balanced Fund. Portfolio Review Second Quarter 2015 Portfolio Review Second Quarter 2015 Q2 Portfolio Performance (Class A) 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years Since Inception (November 1988) -1.6% -1.8% 4.5% 7.9% 11.4% 9.3% 5.3% 7.1%

More information

Franklin Bissett Canadian High Dividend Fund AN INCOME STREAM PLUS CAPITAL GROWTH

Franklin Bissett Canadian High Dividend Fund AN INCOME STREAM PLUS CAPITAL GROWTH Franklin Bissett Canadian High Dividend Fund AN INCOME STREAM PLUS CAPITAL GROWTH Franklin Templeton Investments Gain From Our Perspective At Franklin Templeton Investments, we re dedicated to one goal:

More information

Franklin Bissett Strategic Income Fund A BALANCED AND VERSATILE APPROACH TO INCOME

Franklin Bissett Strategic Income Fund A BALANCED AND VERSATILE APPROACH TO INCOME Franklin Bissett Strategic Income Fund A BALANCED AND VERSATILE APPROACH TO INCOME Franklin Templeton Investments Gain From Our Perspective At Franklin Templeton Investments, we re dedicated to one goal:

More information

RIDGEBACK CAPITAL MANAGEMENT

RIDGEBACK CAPITAL MANAGEMENT Firm: RIDGEBACK CAPITAL MANAGEMENT RIDGEBACK CAPITAL MANAGEMENT Asset Manager Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden SEC Enforcement: Balmy Belize No Refuge

More information

StockPotentials March 29, 2015

StockPotentials March 29, 2015 March 29, 2015 DOLLARAMA INC. Price: March 27 $70.22 52-Week Range: $71.00-$41.96 Shares O/S: Market Cap: 129.57 million $9.1 billion Average Share Volume 50-day: 306,200 200-day: 311,000 Year-End: January

More information

Calamos Investments Appoints Michael Grant Lead Portfolio Manager Of The Calamos US Growth Strategies

Calamos Investments Appoints Michael Grant Lead Portfolio Manager Of The Calamos US Growth Strategies FOR IMMEDIATE RELEASE Contact: Jeff Kelley Senior Vice President, Head of Marketing +1 630 577 9687, +44 (0)20 3744 7027 media@calamos.com Calamos Investments Appoints Michael Grant Lead Portfolio Manager

More information

Research. Capabilities. Fundstrat Global Advisors 150 East 52 nd St, 31 st floor New York, NY Bloomberg: FSGA <<GO>>

Research. Capabilities. Fundstrat Global Advisors 150 East 52 nd St, 31 st floor New York, NY Bloomberg: FSGA <<GO>> Fundstrat Global Advisors 150 East 52 nd St, 31 st floor New York, NY 10022 For Reg AC certification and other important disclosures, see slide 11. www.fundstrat.com Bloomberg: FSGA Research Capabilities

More information

Select Income Advantage Managed Portfolio. Portfolio Review Second Quarter 2013

Select Income Advantage Managed Portfolio. Portfolio Review Second Quarter 2013 Select Income Advantage Managed Portfolio Portfolio Review Second Quarter 2013 Q2 Select Income Managed Portfolio Portfolio Review Second Quarter 2013 as at June 30, 2013 Portfolio Managers Economic Overview

More information

J.J.B. HILLIARD, W.L. LYONS, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC Firm: J.J.B. HILLIARD, W.L. LYONS, LLC J.J.B. HILLIARD, W.L. LYONS, LLC Asset Manager Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden Gladstone Land Corporation

More information

Investment And Portfolio Management

Investment And Portfolio Management We have made it easy for you to find a PDF Ebooks without any digging. And by having access to our ebooks online or by storing it on your computer, you have convenient answers with investment and portfolio

More information

Select Income Advantage Managed Portfolio. Portfolio Review First Quarter 2013

Select Income Advantage Managed Portfolio. Portfolio Review First Quarter 2013 Portfolio Review First Quarter 2013 Q1 Portfolio Review First Quarter 2013 as at March 31, 2013 Portfolio Managers Economic Overview Income investors in the first quarter of 2013 favoured high-yield corporate

More information

Women in Finance: Intro to the Markets!

Women in Finance: Intro to the Markets! Women in Finance: Intro to the Markets! An evening dedicated to women curious about the finance industry February 27, 2018 What is Finance? The management, creation and study of money, banking, credit,

More information

ALPS DISTRIBUTORS, INC.

ALPS DISTRIBUTORS, INC. Firm: ALPS DISTRIBUTORS, INC. ALPS DISTRIBUTORS, INC. Service Provider Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden ALPS Alerian MLP Infrastructure Index Fund

More information

Louis Navellier Hilary Kramer Dan Wiener Jon Markman

Louis Navellier Hilary Kramer Dan Wiener Jon Markman 2010 MEDIA KIT WHO WE ARE InvestorPlace.com is a leading financial news and investing site, providing millions of individual investors with access to free stock picks, options trades, market news, investment

More information

OUR MISSION. YOUR SUCCESS.

OUR MISSION. YOUR SUCCESS. OUR MISSION. YOUR SUCCESS. A Brief History of Loomis, Sayles & Company, L.P. Est. 1926 Celebrating 90 years of service to our clients LS Loomis Sayles is a trademark of Loomis, Sayles & Company, L.P. registered

More information

BMO Exchange Traded Funds

BMO Exchange Traded Funds BMO Exchange Traded Funds June 2012 Alfred Lee, CFA, CMT, DMS Vice President & Investment Strategist BMO BMO Global Asset Management Agenda The Growing ETF Landscape Institutional Usage of ETFs Mechanics

More information

Stingray Reports Second Quarter 2016 Results Continued Momentum in International Revenues 50% Growth

Stingray Reports Second Quarter 2016 Results Continued Momentum in International Revenues 50% Growth NEWS RELEASE Stingray Reports Second Quarter 2016 Results Continued Momentum in International Revenues 50% Growth Highlights Revenues increased 24.0% to $21.3 million Recurring revenues of $18.8 million

More information

Canoe Energy Funds. February 2017

Canoe Energy Funds. February 2017 Canoe Energy Funds February 2017 CANOE ENERGY TEAM RAFI TAHMAZIAN Senior Portfolio Manager & Director Lead PM of Canoe Flow-Through Limited Partnerships, Canoe Energy Class & Canoe Energy Income Class

More information

Transamerica CI Conservative Portfolio. Portfolio Review Third Quarter 2013

Transamerica CI Conservative Portfolio. Portfolio Review Third Quarter 2013 Transamerica CI Conservative Portfolio Portfolio Review Third Quarter 2013 Transamerica CI Conservative Portfolio Portfolio Managers Economic Overview After sending signals earlier this year that it would

More information

GLUSKIN SHEFF + ASSOCIATES INC. ANNUAL INFORMATION FORM

GLUSKIN SHEFF + ASSOCIATES INC. ANNUAL INFORMATION FORM GLUSKIN SHEFF + ASSOCIATES INC. ANNUAL INFORMATION FORM For the Fiscal Year Ended June 30, 2008 SEPTEMBER 18, 2008 TABLE OF CONTENTS Page FORWARD-LOOKING STATEMENTS...1 GLOSSARY OF TERMS...2 CORPORATE

More information

Y 2017 Earnings Call

Y 2017 Earnings Call Y 2017 Earnings Call Company Participants Ofelia Lopez Aranda, Head of Investor Relations Other Participants Unidentified Participant Liliana De Leon Meza, Analyst Presentation Good morning and welcome

More information

AGL Resources Pension Plan

AGL Resources Pension Plan Firm: AGL Resources Pension Plan AGL Resources Pension Plan Evaluator Utility Beat Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden Utility stock averages have registered

More information

CIBC Wood Gundy Recommended Funds

CIBC Wood Gundy Recommended Funds Investment Strategy Group Funds Research December 2015 Daniel Arsenault, CFA, FRM Director, Investment Funds CIBC Wood Gundy Recommended Mutual Funds Summary Recommended Funds - Equities ISG Funds Research

More information

Acquisition of Marble Bar Asset Management LLP

Acquisition of Marble Bar Asset Management LLP Acquisition of Marble Bar Asset Management LLP Lawrence D. Howell, CEO, EFG International Rudy van den Steen, CFO, EFG International Gilad Hayeem, CEO, Marble Bar Asset Management 3 December 2007 Practitioners

More information

The CMAW Defined Contribution Pension Plan. Daren Atkinson, CFA Vice President, Portfolio Manager March 31, 2016

The CMAW Defined Contribution Pension Plan. Daren Atkinson, CFA Vice President, Portfolio Manager March 31, 2016 The CMAW Defined Contribution Pension Plan Daren Atkinson, CFA Vice President, Portfolio Manager March 31, 2016 Overview of Leith Wheeler Background & Experience Founded in 1982 Funded by a multi-employer,

More information

Evaluation Associates, LLC

Evaluation Associates, LLC Firm: Evaluation Associates, LLC Evaluation Associates, LLC Evaluator Founded in Hidden Hidden Hidden Hidden Company Overview of Evaluation Associates LLC Headcount: Hidden Assets Under Management: Hidden

More information

Technical Seasonalities

Technical Seasonalities Equity Clock: Seasonality Analysis October 15, 2015 Technical Seasonalities eresearch Corporation is pleased to provide technical opinions on the market from a seasonality standpoint, courtesy of Equity

More information

CITY OF LOS ANGELES DEPARTMENT OF WATER AND POWER INTRADEPARTMENTAL CORRESPONDENCE

CITY OF LOS ANGELES DEPARTMENT OF WATER AND POWER INTRADEPARTMENTAL CORRESPONDENCE Date: September 17, 2015 CITY OF LOS ANGELES DEPARTMENT OF WATER AND POWER INTRADEPARTMENTAL CORRESPONDENCE To: From: Subject: Retirement Board Members Linda P. Le, Retirement Plan Manager J V Board Agenda

More information

M Wealth Perspective

M Wealth Perspective January 2018 Offering value-added wealth services, including turnkey asset management and investment consulting. At the beginning of 2017, a common view among money managers and analysts was that the financial

More information

Beutel, Goodman Investment Manager Review October 28, 2010 EXECUTIVE SUMMARY On October 28, 2010 Martin Bélanger met with the following Beutel,

Beutel, Goodman Investment Manager Review October 28, 2010 EXECUTIVE SUMMARY On October 28, 2010 Martin Bélanger met with the following Beutel, Beutel, Goodman Investment Manager Review October 28, 2010 EXECUTIVE SUMMARY On October 28, 2010 Martin Bélanger met with the following Beutel, Goodman professionals from 9:00 a.m. to 12:00 p.m. at their

More information

ETFs Evolved: The Next Generation of ETFs

ETFs Evolved: The Next Generation of ETFs ETFs Evolved: The Next Generation of ETFs February 2013 HorizonsETFs.com ETF solutions for every investor Member of Financial Group Evolution: Cheaper, Faster and Better 2 ETFs Explained What is an ETF?

More information

Returns among non-us equity markets were even higher. The MSCI World ex USA Index, which reflects non-us

Returns among non-us equity markets were even higher. The MSCI World ex USA Index, which reflects non-us 2017 Market Review At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global

More information

An Alternative to Rescue the Middle Class Fund Family

An Alternative to Rescue the Middle Class Fund Family An Alternative to Rescue the Middle Class Fund Family Russell Campbell Q1 2016 Your Second Opinion, LLC Executive Summary Liquid alternatives in mutual fund form have attracted a lot of attention in recent

More information

Disclaimer. Investment Suitability is important.

Disclaimer. Investment Suitability is important. Investment Management for Accredited Investors December, 2013 Disclaimer Investment Suitability is important. This presentation was prepared p for an audience of investment professionals and is for educational

More information

Class A, B and C Shares Privacy Notice Heritage Family of Funds. January 3, Carillon Parkway, St. Petersburg, FL (800)

Class A, B and C Shares Privacy Notice Heritage Family of Funds. January 3, Carillon Parkway, St. Petersburg, FL (800) Heritage Mutual Funds Prospectus Capital Appreciation Trust Core Equity Fund Diversified Growth Fund Growth and Income Trust High Yield Bond Fund International Equity Fund Mid Cap Stock Fund Small Cap

More information

E*TRADE Financial Corp Expected to Announce Earnings of $0.28 Per Share (NASDAQ:ETFC)

E*TRADE Financial Corp Expected to Announce Earnings of $0.28 Per Share (NASDAQ:ETFC) Firm: ETRADE FINANCIAL ETRADE FINANCIAL Service Provider Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden E*TRADE Financial Corp Expected to Announce Earnings of

More information

REYL and CIE, Samena Capital form cross-border asset management JV

REYL and CIE, Samena Capital form cross-border asset management JV Firm: Samena Asia Managers Samena Asia Managers Evaluator Julius Wang Founded in Hidden Hidden Hidden Hidden Headcount: Hidden Assets Under Management: Hidden Mr. Julius Wang serves as Senior Managing

More information

E X C L U S I V E A C C E S S T O. Growth Equity. Funds Single Investments Bespoke Sourcing of Shares

E X C L U S I V E A C C E S S T O. Growth Equity. Funds Single Investments Bespoke Sourcing of Shares E X C L U S I V E A C C E S S T O Growth Equity Funds Single Investments Bespoke Sourcing of Shares Important Disclaimer This presentation is for the use of investment firms and their clients who are Qualified

More information

ASSET ALLOCATION STRATEGY

ASSET ALLOCATION STRATEGY ASSET ALLOCATION STRATEGY Fourth quarter 2014 outlook Content Investment strategy Economic outlook Asset class outlook Paul English, MBA, CFA Senior Vice President Tara Proper, CFA AVP Capital Markets

More information

FRED ALGER MANAGEMENT, INC

FRED ALGER MANAGEMENT, INC Firm: FRED ALGER MANAGEMENT, INC FRED ALGER MANAGEMENT, INC Asset Manager Founded in Hidden Hidden Hidden Hidden The Growing Tailwind for Active Managers Headcount: Hidden Assets Under Management: Hidden

More information

Contents. Introduction 2. Bonanza Creek Energy, Inc. (BCEI) 3. BP plc (BP) 4. Funko (FNKO) 5. Liberty Media Formula One Group (FWONA) 6

Contents. Introduction 2. Bonanza Creek Energy, Inc. (BCEI) 3. BP plc (BP) 4. Funko (FNKO) 5. Liberty Media Formula One Group (FWONA) 6 $99 VALUE Contents Introduction 2 Bonanza Creek Energy, Inc. (BCEI) 3 BP plc (BP) 4 Funko (FNKO) 5 Liberty Media Formula One Group (FWONA) 6 Interactive Corp (IAC) 7 J. Jill (JILL) 8 NetApp (NTAP) 9 Note

More information

For personal use only

For personal use only ASX Announcement 20 November 2015 AGM Presentations In accordance with the ASX Listing Rules and the Corporations Act 2001, attached are the presentations to be given at today s Annual General Meeting.

More information

Gideon Ozik, PhD Accounting, Law, Finance and Economics Department Research Associate & Affiliate Professor of Finance EDUCATION

Gideon Ozik, PhD Accounting, Law, Finance and Economics Department Research Associate & Affiliate Professor of Finance EDUCATION Gideon Ozik, PhD Accounting, Law, Finance and Economics Department Research Associate & Affiliate Professor of Finance Phone : +33 (0)4 93 18 99 66 Fax : +33 (0)4 93 83 08 10 E-mail : gideon.ozik@edhec-risk.com

More information

Select 70i30e Managed Portfolio. Portfolio Review Fourth Quarter 2012

Select 70i30e Managed Portfolio. Portfolio Review Fourth Quarter 2012 Portfolio Review Fourth Quarter 2012 Q4 Portfolio Managers Economic Overview In the income sector, investors continued to favour higher-yielding securities in the fourth quarter of 2012, spurred by low

More information

1. Company Developments: Peter M. Brown. 2. Official Business of the Meeting: Peter M. Brown

1. Company Developments: Peter M. Brown. 2. Official Business of the Meeting: Peter M. Brown 1 2006 AGM Agenda 1. Company Developments: Peter M. Brown 2. Official Business of the Meeting: Peter M. Brown 3. Financial Review of FY2006 and Q1/07: Bradley W. Kotush 4. Report of the Chairman of the

More information

WisdomTree Announces Second Quarter 2016 Results

WisdomTree Announces Second Quarter 2016 Results July 29, 2016 WisdomTree Announces Second Quarter 2016 Results $0.03 diluted EPS for the quarter, or $0.07 as adjusted Declares $0.08 quarterly dividend NEW YORK, July 29, 2016 (GLOBE NEWSWIRE) -- WisdomTree

More information

Investor's Business Daily Guide To The Markets By Investor's Business Daily READ ONLINE

Investor's Business Daily Guide To The Markets By Investor's Business Daily READ ONLINE Investor's Business Daily Guide To The Markets By Investor's Business Daily READ ONLINE Investor's Business Daily Guide to the Markets: Investor's - Investor's Business Daily Guide to the Markets [Investor's

More information

An unprecedented gathering of the most prominent international authorities in accounting today.

An unprecedented gathering of the most prominent international authorities in accounting today. October 21, 2003 An unprecedented gathering of the most prominent international authorities in accounting today. Lynn Turner Colorado State University Former Chief Accountant SEC Paul Cherry Chair, AcSB

More information

Maximize your clients income. CI Income Solutions

Maximize your clients income. CI Income Solutions Maximize your clients income CI Income Solutions Maximize your clients income with CI Today s investors may be facing low interest rates and a lack of yield but they aren t facing lack of choice to maximize

More information

Postmedia to Acquire Sun Media s English Language Newspapers and Digital Properties

Postmedia to Acquire Sun Media s English Language Newspapers and Digital Properties Postmedia to Acquire Sun Media s English Language Newspapers and Digital Properties October 6, 2014 (TORONTO) Postmedia Network Canada Corp. ( Postmedia or the Company ) today announced it has entered

More information

EASTSPRING INVESTMENTS (SINGAPORE) LIMITED

EASTSPRING INVESTMENTS (SINGAPORE) LIMITED Firm: EASTSPRING INVESTMENTS (SINGAPORE) LIMITED EASTSPRING INVESTMENTS (SINGAPORE) LIMITED Asset Manager Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden Key Executives

More information

TORONTO STOCK EXCHANGE NOTICE OF HOUSEKEEPING RULE AMENDMENTS TO THE TSX COMPANY MANUAL

TORONTO STOCK EXCHANGE NOTICE OF HOUSEKEEPING RULE AMENDMENTS TO THE TSX COMPANY MANUAL 13.2.2 TSX Notice of Housekeeping Rule Amendments to the TSX Company Manual Introduction TORONTO STOCK EXCHANGE NOTICE OF HOUSEKEEPING RULE AMENDMENTS TO THE TSX COMPANY MANUAL In accordance with the Process

More information

2017 APIC-ABAC/APFF Regional Pension Funds & Social Security Systems Summit 5 December 2017

2017 APIC-ABAC/APFF Regional Pension Funds & Social Security Systems Summit 5 December 2017 2017 APIC-ABAC/APFF Regional Pension Funds & Social Security Systems Summit 5 December 2017 Special Address Pension Reform and the Development of the MPF System Dr David Wong Yau-kar Chairman Mandatory

More information

Hong Kong Trustees Association Conference Luncheon Keynote Speech 31 October 2017

Hong Kong Trustees Association Conference Luncheon Keynote Speech 31 October 2017 Hong Kong Trustees Association Conference Luncheon Keynote Speech 31 October 2017 Reforming the MPF System to Improve Administration and Trustee Governance Dr David Wong Yau-kar Chairman Mandatory Provident

More information

Rule One Transformational Investing Webinar #13

Rule One Transformational Investing Webinar #13 Rule One Transformational Investing Webinar #13 Webinar #13 Review The Process Finding a Wonderful Company WFM is a company that I use, a company that reflects my values, that will be bigger and better

More information

LSGI Advisors, Inc. October Beaver Creek Drive Duncanville, Texas (972)

LSGI Advisors, Inc. October Beaver Creek Drive Duncanville, Texas (972) LSGI Advisors, Inc. October 2010 1007 Beaver Creek Drive Duncanville, Texas 75137 (972) 780-1805 Dear LSGI Investor: The Dow Jones index had its strongest September since 1939 despite underlying concerns

More information

STOCK BUYBACKS HIGHLIGHTS DRIVING THE STOCK MARKET THE MECHANICS OF A BUYBACK PROGRAM WHERE DO BUYBACKS COME FROM?

STOCK BUYBACKS HIGHLIGHTS DRIVING THE STOCK MARKET THE MECHANICS OF A BUYBACK PROGRAM WHERE DO BUYBACKS COME FROM? OCTOBER 2014 STOCK BUYBACKS DAVID KREIN Head of Research NASDAQ OMX Global Indexes CAMERON LILJA Sr. Product Developer NASDAQ OMX Global Indexes HIGHLIGHTS Among the biggest buyers in today s stock market

More information

Rothschild & Cie Gestion

Rothschild & Cie Gestion Firm: Rothschild & Cie Gestion Rothschild & Cie Gestion Asset Manager Headcount: Hidden Founded in Hidden Assets Under Management: Hidden Hidden Hidden Hidden Rothschild Terminates Plans for Commodities

More information

Video.

Video. Video http://www.youtube.com/watch?v=gnjcoof2hjk INTRODUCTION TO STOCK MARKET What is the stock market? Stock market = is where a corporation can selloff pieces of itself (each piece is called a Stock)

More information

Our Picks % Toronto (TSX) % Dow Jones (US) %

Our Picks % Toronto (TSX) % Dow Jones (US) % Recommended List Performance (Jan. 1 2009 - Dec. 31 2009) Our Picks - +75.85% Toronto (TSX) - +30.6% Dow Jones (US) - +18.8% OUR PICKS vs. THE INDEX Financials 39.4% 28% Oil / Gas 36.3% 26% Base Materials

More information

CFA-STL News The Newsletter of CFA Society of St. Louis

CFA-STL News The Newsletter of CFA Society of St. Louis 1 CFA-STL News The Newsletter of CFA Society of St. Louis In This Issue 2011 Regional Global InvestmentResearch Challenge a Success Member Spotlight Past Event Abstract Upcoming CFA-STL Member Events Job

More information

Transamerica CI Canadian Balanced Portfolio. Portfolio Review First Quarter 2013

Transamerica CI Canadian Balanced Portfolio. Portfolio Review First Quarter 2013 Transamerica CI Canadian Balanced Portfolio Portfolio Review First Quarter 2013 Transamerica CI Canadian Balanced Portfolio Portfolio Managers Economic Overview Income investors in the first quarter of

More information

Stingray Reports Third Quarter 2016 Results Now reaching an estimated 400 million Pay-TV subscribers in 152 countries

Stingray Reports Third Quarter 2016 Results Now reaching an estimated 400 million Pay-TV subscribers in 152 countries NEWS RELEASE Stingray Reports Third Quarter 2016 Results Now reaching an estimated 400 million Pay-TV subscribers in 152 countries Third Quarter Highlights Revenues increased 24.6% to $23.1 million Recurring

More information

Seven Trading Systems For The S&P Futures: Gap Strategies To Day Trade The Opening Bell By David Bean READ ONLINE

Seven Trading Systems For The S&P Futures: Gap Strategies To Day Trade The Opening Bell By David Bean READ ONLINE Seven Trading Systems For The S&P Futures: Gap Strategies To Day Trade The Opening Bell By David Bean READ ONLINE If you are searched for a ebook by David Bean Seven Trading Systems for the S&P Futures:

More information

Tech Talk: TimingTheMarket.ca May 7, Technical Timing

Tech Talk: TimingTheMarket.ca May 7, Technical Timing Tech Talk: TimingTheMarket.ca May 7, 2015 Technical Timing eresearch Corporation is pleased to provide regular technical opinions on the market by Don Vialoux of Tech Talk: TimingTheMarket.ca. Tech Talk:

More information

Integrated offering. Exceptional execution.

Integrated offering. Exceptional execution. Integrated offering. Exceptional execution. Alternative investment managers and broker dealer clients rely on CIBC Capital Markets for premier prime brokerage capabilities across a full line-up of products

More information

Own Meritorious Businesses, Not Stock Markets

Own Meritorious Businesses, Not Stock Markets QUARTERLY NEWSLETTER 877.701.2883 1 ST QUARTER 2017 (3/31/17) Own Meritorious Businesses, Not Stock Markets The current circumstance in the U.S. stock market reminds us of the mid-1960s. We thought it

More information

Trade Signals Short-term Sentiment Says Buy, Trend Evidence Positive, Bonds are a Different Story

Trade Signals Short-term Sentiment Says Buy, Trend Evidence Positive, Bonds are a Different Story cmgwealth.com http://www.cmgwealth.com/ri/trade-signals-short-term-sentiment-says-buy-trend-evidence-positive-bonds-are-a-different-story/ Trade Signals Short-term Sentiment Says Buy, Trend Evidence Positive,

More information

Bah Humbug: U.S. Markets Tumble to Yearly Lows After Fed Guidance Projects More Rate Hikes for 2019

Bah Humbug: U.S. Markets Tumble to Yearly Lows After Fed Guidance Projects More Rate Hikes for 2019 Bah Humbug: U.S. Markets Tumble to Yearly Lows After Fed Guidance Projects More Rate Hikes for 2019 December 19, 2018 by Paul Eitelman of Russell Investments Markets hit the rewind button this afternoon

More information

Quantitative Investment Analysis Cfa

Quantitative Investment Analysis Cfa We have made it easy for you to find a PDF Ebooks without any digging. And by having access to our ebooks online or by storing it on your computer, you have convenient answers with quantitative investment

More information

The Fund Industry How Your Money Is Managed Wiley Finance

The Fund Industry How Your Money Is Managed Wiley Finance The Fund Industry How Your Money Is Managed Wiley Finance THE FUND INDUSTRY HOW YOUR MONEY IS MANAGED WILEY FINANCE PDF - Are you looking for the fund industry how your money is managed wiley finance Books?

More information

Investor Presentation April 2018

Investor Presentation April 2018 Investor Presentation April 2018 Hayden Capital, LLC 79 Madison Ave, 3 rd Floor New York, NY. 10016 Fred Liu, CFA Managing Partner Office: (646) 883-8805 Mobile: (513) 304-3313 Email: fred.liu@haydencapital.com

More information

2018 RIA Sentiment Survey

2018 RIA Sentiment Survey 2018 RIA Sentiment Survey Independent RIAs Look Ahead to 2018 January 9, 2018 RIAs like what s ahead in 2018 The tax plan is the #1 item to impact client portfolios, say independent registered investment

More information

AMENDMENT NO. 1 DATED DECEMBER 21, 2011 TO THE ANNUAL INFORMATION FORM DATED JULY 28, In respect of Class A units of:

AMENDMENT NO. 1 DATED DECEMBER 21, 2011 TO THE ANNUAL INFORMATION FORM DATED JULY 28, In respect of Class A units of: A m e n d m e n t AMENDMENT NO. 1 DATED DECEMBER 21, 2011 TO THE ANNUAL INFORMATION FORM DATED JULY 28, 2011 In respect of Class A units of: CIBC CANADIAN EQUITY FUND CIBC CANADIAN RESOURCES FUND CIBC

More information

OP Life Assurance Company

OP Life Assurance Company Firm: OP Life Assurance Company OP Life Assurance Company Evaluator Founded in Hidden Hidden Hidden Hidden OP-Pohjola to Acquire Skandia Life Finland Headcount: Hidden Assets Under Management: Hidden Moreover,

More information

THE POWER OF CHOICE. Portfolio Building with Franklin LibertyShares ETFs

THE POWER OF CHOICE. Portfolio Building with Franklin LibertyShares ETFs THE POWER OF CHOICE Portfolio Building with Franklin LibertyShares ETFs A GLOBAL LEADER Franklin Templeton Investments Franklin Templeton offers financial professionals and investors the size, strength

More information

Why Totus Capital? Diversified fundamental stock picking portfolio with emphasis on positive attribution from long book and short book

Why Totus Capital? Diversified fundamental stock picking portfolio with emphasis on positive attribution from long book and short book November 2018 Why Totus Capital? Totus Capital is an independent investment firm managing funds on behalf of high net worth individuals, unitholders of platforms and institutions Totus Capital manages

More information

Family Wealth Conference. September 27-28, 2012

Family Wealth Conference. September 27-28, 2012 Family Wealth Conference September 27-28, 2012 Strike When the Iron Is Hot: Tax Strategies to Prepare for 2013 s Uncertainty Family Wealth Conference Julie Alcala William Blair & Company Bart Massey Deloitte

More information

COMMODITIES CORNER. Gold subdued ahead of Fed Chair speech, G20 summit. Synopsis

COMMODITIES CORNER. Gold subdued ahead of Fed Chair speech, G20 summit. Synopsis COMMODITIES CORNER November 27, 2018 Synopsis Gold (Play the Range) US$1,236 US$1,228 US$1,218 US$1,210 Silver (Play the Range) US$14.70 US$14.60 US$14.30 US$14.20 WTI (Play the Range) US$53.30 US$52.30

More information

MAWER MUTUAL FUNDS ANNUAL INFORMATION FORM

MAWER MUTUAL FUNDS ANNUAL INFORMATION FORM MAWER MUTUAL FUNDS ANNUAL INFORMATION FORM Offering Series A and Units of: MAWER CANADIAN MONEY MARKET FUND MAWER CANADIAN BOND FUND MAWER GLOBAL BOND FUND MAWER BALANCED FUND MAWER TAX EFFECTIVE BALANCED

More information

Miguel Bornacini: Grupo Hotelero Santa Fe, SAB DE CV. October 23, :00PM CT. The following is a recording for Miguel Bornacini from Grupo

Miguel Bornacini: Grupo Hotelero Santa Fe, SAB DE CV. October 23, :00PM CT. The following is a recording for Miguel Bornacini from Grupo Miguel Bornacini Grupo Hotelero Santa Fe, SAB DE CV October 23, 2015 12:00PM CT The following is a recording for Miguel Bornacini from Grupo Hotelero Santa Fe on Friday, October 23, 2015, at 12:00PM Central.

More information

FMS REGIONAL CONFERENCE June 7 9, 2017

FMS REGIONAL CONFERENCE June 7 9, 2017 FMS REGIONAL CONFERENCE June 7 9, 2017 Fairmont Chicago, Chicago, IL 24 TH ANNUAL WEDNESDAY, JUNE 7 06:00pm 07:30pm Welcome Reception THURSDAY, JUNE 8 08:00am 05:00pm Registration Hours 08:00am 08:45am

More information

HAYWOOD SECURITIES (USA) INC.

HAYWOOD SECURITIES (USA) INC. Firm: HAYWOOD SECURITIES (USA) INC. HAYWOOD SECURITIES (USA) INC. Service Provider Headcount: Founded in Assets Under Management: Uranerz Enters Into Financing Agreement With Haywood CASPER, WYOMING--(Marketwire

More information

Hillsdale Investment Management Inc. in a Rising Market. Strategy Institute Hedge Fund Conference. December 9, 2003

Hillsdale Investment Management Inc. in a Rising Market. Strategy Institute Hedge Fund Conference. December 9, 2003 Hillsdale Investment Management Inc. Why Buy Hedge Funds in a Rising Market Strategy Institute Hedge Fund Conference December 9, 2003 Copyright 2003 Hillsdale Investment Management Inc. Why Buy Hedge Funds

More information

VTI Vanguard Total Stock Market ETF

VTI Vanguard Total Stock Market ETF Vanguard Total Stock Market ETF ETF.com segment: Equity: U.S. - Total Market Competing ETFs: ITOT, SCHB, IWV, SPTM, IYY Related ETF Channels: North America, U.S., Total Market, Broad-based, Vanilla, Equity,

More information

Impressions from recent interviews with banks and life companies (lifeco)

Impressions from recent interviews with banks and life companies (lifeco) 1 May 19, 2016 INVESTMENT STRATEGY NOTES Nick Majendie, CA Director, Wealth Management ScotiaWealth Senior Portfolio Manager, with responsibility for advising the Anchor Impressions from recent interviews

More information

Real Assets UCITS Fund

Real Assets UCITS Fund Creating a buzz around real assets Real Assets UCITS Fund Dependable. Liquid. Diversified. Income generating. This document is intended for professional and professionally advised investors only and is

More information

Notes and Reading Guide Chapter 15 Mutual Funds

Notes and Reading Guide Chapter 15 Mutual Funds Notes and Reading Guide Chapter 15 Mutual Funds Name: 1. A mutual fund is an investment that from investors, the money, and invests it in,, and other investments. Each investor owns a of the fund proportionate

More information

Larbi Moumni, CFA November 30, 2018

Larbi Moumni, CFA November 30, 2018 Jan-13 Jul-13 Jan-14 Jul-14 Jan-15 Jul-15 Jan-16 Jul-16 Jan-17 Jul-17 Jan-18 Jul-18 Weekly Trends Larbi Moumni, CFA November 30, 2018 Chart Pack This week we look at a series of charts to help us take

More information