Archives

24

July

2014

Second Quarter 2014 Letter

For the second quarter of 2014, the dollar-weighted average return of our segregated equity portfolios was +3.2% (net of fees) versus +6.4% for the TSX Composite total return and +1.6% for the S&P500 (in $CAD).

17

April

2014

First Quarter 2014 Letter

The dollar-weighted average return of our segregated equity portfolios was +2.7% (net of fees) versus +6.1% for the TSX Composite total return (including dividends) and +5.8% for the S&P500 (in $CAD).

27

January

2014

Fourth Quarter 2013 Letter

We are pleased to report that for 2013, the dollar-weighted average return of our segregated equity portfolios was +17.3% net of all fees (approximately +19% before fees), versus +13% for the TSX

23

October

2013

Third Quater 2013 Letter

We are pleased to report that for the 3rd quarter of 2013, the weighted average return of our segregated equity portfolios was up +4.3% net of all fees, versus +6.2% for the TSX Composite total

29

July

2013

Second Quarter 2013 Letter

We are pleased to report that for the second quarter of 2013, the weighted average return of our segregated equity portfolios was down only -0.9% net of all fees, versus -4.1% for the TSX

15

April

2013

First Quarter 2013 Letter

We are happy to report that for the first quarter of 2013, the weighted average return of our equity portfolios was +6% net of all fees versus +3.3% for the TSX Composite total return

31

January

2013

Fourth Quarter 2012 Letter

We are pleased to report that for 2012, the dollar-weighted average return of our segregated equity portfolios was +14.9% net of all fees (over 16% before fees), versus +7.2% for the TSX Composite

12

October

2012

Third Quarter 2012 Letter

We are pleased to report that for the third quarter of 2012, the dollar-weighted average return of our segregated equity portfolios was +6% net of all fees, versus +7% for the TSX Composite

29

July

2012

Second Quarter 2012 Letter

We are pleased to report that for the second quarter of 2012, the weighted average return of our equity portfolios was -2.7% net of all fees, versus -5.7% for the TSX Composite total return

23

April

2012

First Quarter 2012 Letter

We are pleased to report that for the first quarter of 2012, the weighted average return of our equity portfolios was +6.3% net of all fees, versus +4.4% for the TSX Composite total return

12

January

2012

Fourth Quarter Letter 2011

We are proud to report that in 2011, we generated positive equity returns in very difficult markets, marking our 5th year of outperformance out of the past 6 years versus the TSX Composite total return.

14

October

2011

Third Quarter 2011 Letter

For the third quarter of 2011, the weighted average net return of our all-equity portfolios was -3.5% versus -12.1% for the TSX Composite total return and -6.4% for the S&P500 (in $CDN).

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