Value Fund – Featured

January 11, 2022
Written by Evan Warburton

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Value Fund – June 2022

Fellow Unitholders, It has been a volatile first half of the year that has seen significant drawdowns in equity markets as valuations have reset in anticipation of weaker economic growth in the coming quarters. Investors have focused on the macro headwinds of rising interest rates as policymakers are focused on curbing demand to slow inflation. Download PDF Small-cap and technology companies have been particularly affected against this backdrop with the Russell 2000 down 22.1%, the S&P/TSX Composite Information Technology sector down 39.7% and the tech-focused Nasdaq down 29.5%. The TSX Small Cap was down 13.9% and has benefited from its…

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