Class A units were down 3.7% during the quarter and were valued at $12.01 at September 30, 2015. Panera Bread, Strayer Education and Markel led the gainers for the quarter, while Platform Specialty Products and […]
Class A units were up 5.3% during the quarter and were valued at C$12.93 at March 31, 2015. The US All Cap Equity Fund ended the quarter with 21 holdings and a cash weighting of […]
Class A units were up 1.45% during the quarter and were valued at C$12.27 at December 31, 2014. The Fund ended the year with 22 holdings and a cash weighting of 4.4%. During the quarter […]
Class A units were up 1.6% during the quarter and were valued at C$12.10 at September 30, 2014. The performance was driven by a stronger US dollar. The Fund ended the quarter with 22 holdings […]
The Fund became available to investors on July 5, 2013 and ended Q2 2014 with 21 holdings and a cash weighting of 8%. Class A units that were initially purchased at C$10.00 were valued at […]
The Fund became available to investors on July 5, 2013 and ended Q1 2014 with 19 holdings and a cash weighting of 4.7%. Class A units that were initially purchased at C$10.00 were valued at […]
The Fund became available to investors on July 5, 2013 and ended the year with 18 holdings and a cash weighting of 4.5%1. Class A units that were initially purchased at C$10.00 were valued at […]
The Fund was opened to investors on July 5, 2013 and ended the quarter with 14 holdings and a cash weighting of 4.8%. Class A units that were initially purchased at C$10.00 were valued at […]
It has been said that investing is simple, but not easy. Simple because, in theory, the idea that one should “buy low and sell high” is just common sense. But not easy because in practice […]
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Manager’s Quarterly Commentary – Felix Narhi – Q3 2015
Class A units were down 3.7% during the quarter and were valued at $12.01 at September 30, 2015. Panera Bread, Strayer Education and Markel led the gainers for the quarter, while Platform Specialty Products and […]
Manager’s Quarterly Commentary – Felix Narhi – Q1 2015
Class A units were up 5.3% during the quarter and were valued at C$12.93 at March 31, 2015. The US All Cap Equity Fund ended the quarter with 21 holdings and a cash weighting of […]
Manager’s Quarterly Commentary – Felix Narhi – Q4 2014
Class A units were up 1.45% during the quarter and were valued at C$12.27 at December 31, 2014. The Fund ended the year with 22 holdings and a cash weighting of 4.4%. During the quarter […]
Manager’s Quarterly Commentary – Felix Narhi – Q3 2014
Class A units were up 1.6% during the quarter and were valued at C$12.10 at September 30, 2014. The performance was driven by a stronger US dollar. The Fund ended the quarter with 22 holdings […]
Manager’s Quarterly Commentary – Felix Narhi – Q2 2014
The Fund became available to investors on July 5, 2013 and ended Q2 2014 with 21 holdings and a cash weighting of 8%. Class A units that were initially purchased at C$10.00 were valued at […]
Manager’s Quarterly Commentary – Felix Narhi – Q1 2014
The Fund became available to investors on July 5, 2013 and ended Q1 2014 with 19 holdings and a cash weighting of 4.7%. Class A units that were initially purchased at C$10.00 were valued at […]
Manager’s Quarterly Commentary – Felix Narhi – Q4 2013
The Fund became available to investors on July 5, 2013 and ended the year with 18 holdings and a cash weighting of 4.5%1. Class A units that were initially purchased at C$10.00 were valued at […]
Manager’s Quarterly Commentary – Felix Narhi – Q3 2013
The Fund was opened to investors on July 5, 2013 and ended the quarter with 14 holdings and a cash weighting of 4.8%. Class A units that were initially purchased at C$10.00 were valued at […]
Manager’s Quarterly Commentary – Felix Narhi – Q2 2013
It has been said that investing is simple, but not easy. Simple because, in theory, the idea that one should “buy low and sell high” is just common sense. But not easy because in practice […]