December 15, 2006
Profitability and bargain prices score big points with Pat Naccarato - Investor's Digest
As manager of AIC’s Value Fund, Mr. Naccarato looks for U.S. stocks trading at a deep discount to their intrinsic value. But not just any stocks. His picks have to be profitable. More importantly, they have to have consistent recurring revenue.
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November 30, 2006
AIC Dividend Income Quicktake Report - Morningstar.ca
The manager's track record on other mandates makes this relatively new offering worth considering.
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November 8, 2006
AIC Canadian Balanced Quicktake Report - Morningstar.ca
Cole's successful stock selection and the decision to have LeClair take a more active approach to fixed income investing have significantly improved performance.
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November 3, 2006
Interview with Robert Almeida - Investors' Digest
Most fund managers hold close to 100 stocks — and hold them no more than 18 months. But Robert Almeida is different. Mr. Almeida, who runs AIC’s Advantage Fund, sticks to Warren Buffett’s formula: choose a few good companies in long-term growth industries and then hold them for at least six years
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November 2, 2006
AIC Canadian Focused Quicktake Report - Morningstar.ca
Cole has been lead manager on AIC Canadian Focused since inception in August 2000 and has thoroughly beaten both the S&P/TSX Composite Index and the Morningstar Canadian Anchored Equity Fund Index.
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November 1, 2006
AIC Global Focused Quicktake Report - Morningstar.ca
Legendary value investor Marty Whitman has put together a team that focuses on long-term investing in fundamentally sound companies that are cheap relative to their intrinsic value.
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November 2006
Canadian dollar’s climb taking its toll on global bond funds - Investment Executive
But AIC Global Bond Fund still considered solid investment.
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November 2006
AIC's new CEO to fortify ties with advisors - Investment Executive
Fund performance is showing signs of revival at AIC Ltd. just as its founder and majority shareholder, charismatic multibillionaire Michael Lee-Chin, is handing over the CEO’s crown to long-time colleague Jonathan Wellum.
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October 18, 2006
Selling Low, Buying High - GlobeinvestorGOLD
The return for AIC Advantage over the 12 months to Sept. 30 is 19.8 per cent, which compares to 7 per cent for the average Canadian equity fund and 9.2 per cent for the S&P/TSX total return index. AIC Advantage is loaded with financial stocks, which have been very strong. The fund has also prospered by avoiding energy and metal stocks, which have slumped lately.
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October 12, 2006
Canada's Trusts Lag Behind Stocks for First Time Since 1999 - Bloomberg
Income trusts are "just full of potential potholes and issues," said Jonathan Wellum, who helps oversee $7.3 billion as chief investment officer at Burlington, Ontario-based AIC Ltd. His firm has limited its trust holdings to the largest companies, such as Canadian Oil Sands Trust, because of concerns over the quality of the underlying businesses, he said.
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Fall 2006
Michael Lee-Chin, an unprecedented glimpse into the life of a Canadian billionaire - Sway magazine
Michael Lee-Chin is a success story of rare proportions — born the child of a shopkeeper mother in Jamaica in 1951, he is today one of only three black billionaires in North America (Oprah Winfrey and Robert Johnson of Black Entertainment Television are the other two).
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September 25, 2006
Interview with Peter Hofstra - The Wall Street Transcript
On traditional investment metrics, your earnings — price to book, and free cash flow valuations — there is actually exceptional value in technology, probably more so than in health care. We’ve actually been tipping the Fund quite heavily to technology.
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September 2006
Interview with Jonathan Wellum - La Cible
AIC Limited was the Diamond Financial Partner at our 2006 Conference. La Cible recently interviewed Jonathan Wellum, Chief Investment Officer and Portfolio Manager with AIC Limited.
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September 15, 2006
Interview with Ian Lapey - Investor's Digest
Ian Lapey, who runs AIC’s Global Focused Fund, has a simple rule. If he can’t understand how a firm operates, he won’t buy it. The maxim has served him well.
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August 21, 2006
Bonds on Steroids - Fortune
Scouring the globe for undervalued debt, star fixed-income fund manager Dan Fuss has topped the stock market over the past 15 years.
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August 14, 2006
The Top 100 - Barron's
Growth-stock and international managers are heavily represented in this year's Barron's/Value Line equity mutual-fund survey, which features many repeat winners and new faces, too.
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August 1, 2006
Principal-protected notes give investors worst of both worlds - The Globe and Mail
PPNs are like the elephant in the room. Everyone in the investment industry knows these products are not good for the client, but they’re keeping quiet about it. Why?
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August 1, 2006
AIC's winning Canadian Focused Fund - GlobeinvestorGOLD
Mr. Cole, senior vice-president at AIC Ltd. in Burlington, Ontario, has headed the $838-million portfolio and produced double digit gains in every calendar year since inception in August, 2000.
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July 29, 2006
Now is the time for bonds to shine as economy darkens - The Globe and Mail
The argument advanced by Randy LeClair, manager of the AIC Bond Fund, boils down to an opportunity to employ a “buy low” strategy in the
bond market.
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July 17, 2006
AIC gets CHUM windfall - The Globe and Mail
The AIC Diversified Canada Fund holds about 1.6 million class B shares of CHUM Ltd., about 7 per cent of the broadcaster's 21.4 million non-voting shares. The back-of-the-envelope math? A handsome $35.6-million profit for the AIC fund.
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July 3, 2006
The Evolution of Marty Whitman - Forbes
Profile of legendary value investor Marty Whitman, Founder and Co-Chief Investment Officer of Third Avenue Management, the sub-advisor of AIC Global Focused Fund.
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June 30, 2006
Interview with James Cole - Investor's Digest
James Cole wants to get to know his investments well. That’s why the man who runs AIC’s Canadian Focused Fund usually keeps no more than 10 to 20 stocks in his portfolio.
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June 2006
Robust economy generates a flight from long bonds - Investment Executive
But when equity markets start to take a downturn, bonds will shine even if they have generated small short-term losses. By Andrew Allentuck
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May 23, 2006
Large caps shine for Robert Almeida - GlobeinvestorGOLD
His $1.2-billion AIC Advantage Fund produced a 34.9-per-cent return for the 12-months ended April 30, 2006, far ahead of the 24.3-per-cent return of the median Canadian equity fund and a high first quartile result for the period.
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March 2006
Michael Lee-Chin Invests in a Region He Says Is Poised for Growth - Knowledge@Wharton
As his banking venture in Jamaica suggests, Lee-Chin has shown both financial ingenuity and a flair for marketing throughout his career.
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Feb. 28, 2006
Martin Whitman's "Cowardly" Safe-And-Cheap Way to Invest - gurufocus.com
Whitman believes that scrutinizing the balance sheet is easier than trying to forecast earnings and predict stock market gyrations. Most investors are outlook-conscious. He is price-conscious.
By Brian Zen
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Feb. 24, 2006
Manager Monitor, Greg Placidi - Morningstar.ca
Given the cyclical nature of the global financial services industry, Greg Placidi takes a top-down view and then focuses on companies that offer the best potential. By Michael Ryval
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Feb. 23, 2006
Mutual Funds Versus Mutual Fund Company Stocks: A Matter of Risk - Canadian Press
The virtues of mutual funds are well known and, especially at this time of year, heavily promoted. Not so well known is the likelihood that a long-term investor could do better by buying stock in mutual fund companies than by investing in the funds they sell. By Gary Norris
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Feb. 17, 2006
Letter to the Editor of the Globe and Mail: Michael Lee-Chin sets the record straight
Chairman and CEO Michael Lee-Chin responds to suggestions in an article by Derek DeCloet, published in The Globe and Mail on Feb. 16, that redemptions of AIC Funds by AIC investors are the result of AIC not buying companies at the right price.
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Jan. 24, 2006
Financial Power - GlobeinvestorGOLD
Greg Placidi and Chris Lowe are continuing the AIC Ltd. tradition of putting money into financial services - and in this fund - around the world. By Andrew Allentuck
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Jan. 9, 2006
The Nifty 19 - Barron's
Many of these funds have veteran managers, including Marty Whitman of Third Avenue Value (TAVFX), who looks for distressed debt and other beaten-down value plays. By Lawrence C. Strauss
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All articles above are reprinted with permission and are copyright by their respective holders.
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