Tag: diversification
Hayley Carr

Is This the End for Oil?

  Energy is top of mind for investors in the Canadian equity market. After all, energy makes up 19% of the S&P/TSX Composite Index, the second-largest sector after financials. And, a quick scan of the financial page headlines of our … Read More →

Hayley Carr

Confessions of a Buffetteer

Burgundy is a self-described quality-value investor, but what does that really mean? What other value styles exist, and where does Burgundy fall within this sphere? Derived from a speech delivered at the London Value Investor Conference in May, the latest … Read More →

Mathew Harrison

KISS

Confucius wrote that life is really simple, but people insist on making it complicated. The investment business takes this truism to the extreme. What could be relatively simple is often twisted, layered, tranched, and repackaged in the name of new … Read More →

Richard Rooney

Beyond the Returns: Selecting a Money Manager (Part III)

In Part I and Part II, I looked at some money manager characteristics beyond performance that should result in an overall positive client experience, and used Warren Buffett as the classic example. In Part III, I conclude my thought experiment … Read More →