News

All articles are in English unless otherwise indicated.

Investment Executive

Majority of Canadians unclear over feesMatthew Brundage, vice president of marketing at Bridgehouse Asset Managers, discusses CRM2, fee disclosure, and the importance of making sure investors understand the benefit they receive from financial advice.

Morningstar

Our favourite non-core fundsBrandes Investment Partners’ emerging markets committee applies the same deep-value philosophy used across all Brandes equity funds. The strategy focuses on buying stocks at large discounts to estimated intrinsic value to provide a margin of safety, which has helped provide downside protection compared to other emerging market funds.

Morningstar

Our favourite core fundsYou typically don’t see many true-blue value investors focused on Canadian stocks, but manager Kim Shannon is an exception to the rule. Her focus on stocks with defensive traits has led to below-average losses in down markets.

Bloomberg

IEX Welcomes High-Speed Traders, as Long as They BehaveIEX aims to level the playing field for investors by curbing the pace of buying and selling — eliminating opportunities for the fastest firms to trade in front of slower ones. Only money managers such as Brandes Investment Partners, David Einhorn’s Greenlight Capital Inc. and Bill Ackman’s Pershing Square Capital Management LP are owners.