Greystone makes active stock picks, avoids big country betsGreystone Senior Vice President, International Equities Jeff Tiefenbach discusses the Greystone Global Equity Fund’s investment process and where he sees opportunity.
Energy stocks find favour with Sionna managerLow oil prices have created buying opportunities for veteran value manager Kim Shannon, president and co-chief investment officer of Sionna Investment Managers Inc.
Lazard Global Low Volatility Fund launchedBridgehouse Asset Managers today launched Lazard Global Low Volatility, whose managers’ performance goal is to beat its global-equity benchmark over a full market cycle with lower volatility.
Bridgehouse CEO shares the story of his business success—which may include a bit of the luck of the IrishIn the month where we celebrate St. Patrick’s Day, Oliver Murray discusses his business path, and how his Irish roots contribute to his perspective and success.
When studying stocks, follow the moneySmart use of capital is an important company attribute that value manager Kim Shannon looks for in building her stock portfolios.
The making of a value investorCharles Brandes talks with Morningstar Canada’s Rudy Luukko about his upcoming book.
Charles Brandes slams indexingCharles Brandes and Morningstar’s Rudy Luukko discuss active versus passive investing. Herd mentality hurts economy, veteran value manager says.
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.
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.
Looking for value in sideways marketsKim Shannon, head of Sionna Investment Managers, recently published a book on her investment process and discipline. Here the former Morningstar Manager of the Year discusses the challenge of finding value in “sideways” markets:.