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Manager’s Quarterly Commentary – David Barr – 2012 Review
2012 was a fantastic year for the Fund. It was up 31.29%, compared to the S&P/TSX Capped Composite Total Return Index which was up 7.18% for the year and the S&P Small Cap Index down […]
Manager’s Quarterly Commentary – David Barr – Q3 2012
Good quarter, bad quarter, good quarter… sounds ominous for the fourth quarter. The S&P/TSX Capped Composite Total Return Index was up 7.02% in the third quarter. The Fund1 lagged the index by 2.54% for the […]
Manager’s Quarterly Commentary – David Barr – Q2 2012
After a strong start to the year, the global macro picture was too much to bear and markets sold off in the second quarter. The S&P/TSX Capped Composite Total Return Index was down -5.68% for […]
Manager’s Quarterly Commentary – David Barr – Q1 2012
Well, that is certainly preferable to last year’s volatility and market performance. The markets are off to a much better start this year with the S&P/TSX Composite Index up 3.66% in the first quarter. The […]