Dec. 5, 2005
Fewer holdings, less risk for AIC Focused fund - National Post
Investing with fewer names --"focused" investing -- may sound risky, but it appears otherwise at the hands of James Cole, manager of the AIC Canadian Focused Fund, who simply takes large positions in his best ideas. The by-product of this strategy has been strong performance without undue risk. By Levi Folk
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Sept. 2, 2005
Management's conviction withstands the ultimate test - Morningstar.ca
"...adversity has presented investors with a litmus test of Lee-Chin's resolve, which he passed with flying colours."
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Aug. 1, 2005
Interview with Michael Lee-Chin - The Wall Street Transcript
"To get a great rate of return, you make sure you buy fantastic quality businesses that are domiciled in strong long-term growth industries."
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June 24, 2005
Cole begins overhauling AIC American Focused Fund - Advisor.ca
James Cole, the new manager of AIC American Focused, has offered a progress report on the fund, outlining his investment strategy and how he has managed the transition. By Steven Lamb.
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June 2005
Survey grades Web sites for advisors - Investment Executive
Dalbar report notes the challenges advisors face when navigating mutual fund Web sites. By Glenn Flanagan.
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May 13, 2005
Third Avenue Manager seeks 'safe and cheap' stocks - Morningstar.ca
It may seem counter-intuitive, but Ian Lapey, lead manager of the team acting as sub-advisor to the new AIC Global Focused Corporate Class launched in April, is perfectly willing to invest in companies when their earnings are plummeting or when price-earnings ratios are at sky-high levels. By Jade Hemeon.
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May 12, 2005
AIC fund gets stocks groove back under new manager - The Globe and Mail
'All in cash' credo no longer holds at American Focused as equities hit 59%. By Keith Damsell.
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May 3, 2005
AIC American Focused returns to U.S. Equity category - Morningstar.ca
AIC American Focused, which was moved to the Specialty/Miscellaneous category in July of last year because it held too much cash to meet the holdings requirements for U.S. Equity, is back in its original category. By Rudy Luukko.
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May 2005
The 25 best mutual funds - Kiplinger's Personal Finance
Saving for college? Retirement? Other goals? Use the Kiplinger 25 to achieve your financial dreams. By Steven T. Goldberg.
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May 2005
Watch the Leverage - Advisors Edge Report
Advisors Edge Report (AER) sat down with Third Avenue CEO David Barse and portfolio manager Ian Lapey to discuss the competition and challenges they face. By Steven Lamb.
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April/May 2005
World's Greatest Investor Tells All - MoneySense
If you want to mingle with the world's most successful crowd of investors, forget about Bay St. or Wall Street. Instead, count on spending the last Saturday of this April in Omaha. By Andrew Hallam.
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April 23, 2005
Changing of guard at AIC fund series - Toronto Star
Just because a fund changes its portfolio manager doesn’t mean that you should dump it. But it certainly
makes sense to be aware of who is in charge, and how closely the fund’s performance is a reflection of any
one individual. By Rudy Luukko.
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April 21, 2005
AIC finds soulmate in Third Avenue - Advisor.ca
When AIC decided to launch its new Global Focused Corporate Class fund, they picked a New York-based sub-advisor few Canadians would recognize. But clearly the house of Michael Lee-Chin was more concerned with investment style than name recognition. By Steven Lamb.
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April 18, 2005
New managers have worked tirelessly - Morningstar.ca
Two years ago, when Anne Mette de Place Filippini and Geoff Castle took over
management of AIC World Equity, they set out to accomplish three key
goals regarding portfolio construction and performance. By Dan Hallett.
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April 2005
James Cole benefits from the qualities
of a concentrated portfolio - Les Affaires
The manager of AIC Canadian Focused Fund posts good returns while limiting fluctuations. By Yannick Clérouin.
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Jan. 10, 2005
AIC Canadian Focused Fund - The Wall Street Transcript
James Cole discusses his investment style, his investment criteria, holdings in the fund, income trusts and reasons to invest in the fund.
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All articles above are reprinted with permission and are copyright by their respective holders.
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