July 18, 2008
Interview with Ian Lapey - Investor's Digest
Ian Lapey likes companies that own other companies. Of the five top picks in his portfolio, four are holding companies — and with good reason. Not only do they trade at a discount to their net asset value, but they offer indirect exposure to such global giants as Bertelsmann, Toyota Motor and Ericsson.
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June 19, 2008
Asia The Bridge To Profits; Infrastructure - National Post
Investors looking for ways to play off the infrastructure theme in Canada should consider investing in dedicated infrastructure funds such as AIC's Brookfield Redding Global Infrastructure Funds.
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May 20, 2008
Morningstar Quicktakes™ Report: AIC Global Focused Corporate Class - Morningstar®
Three years into the game, this fund has been among the better ones in the Global Equity category with a three-year annualized return of 7.1%, which places in the top quartile.
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May 7, 2008
New fund focuses on infrastructure - Financial Post
So what will give Brookfield Redding the edge over more established competitors? For one, the company is not doing direct investments, it's buying stocks. "We can sell things that are over-priced and buy things that are underpriced," Mr. Redding says.
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April 29, 2008
Holding a fund of financial services stocks is a test of resolve for Robert Almeida - GlobeinvestorGOLD
Financial services will return to continue their outperformance as the world becomes more monetized through globalization, Mr. Almeida said. We continue to believe that financial services will outperform in future as they have in past. Late this year or early next, we could see many financial companies recovering and appreciating.
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April 7, 2008
Swimming Happily Against the Tide - Barron's
In the midst of the market mayhem last August, Third Avenue Management sent a two-page letter to shareholders in its four mutual funds, including its flagship $10 billion Third Avenue Value Fund. The message: It's time to buy.
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April 4, 2008
Michael Winer Interview – Investor's Digest
Michael Winer runs a global real estate portfolio for AIC. Yet, his foreign holdings have thus far been limited to the U.K., Singapore, Hong Kong and Japan. The reason? These markets have enough of a critical mass in real estate to guarantee that an investor can usually get in and out of the market whenever he wants.
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March 7, 2008
Bets on asset managers may promise good payoffs for the long term – The Globe and Mail
When a sustained rally returns once again to the markets, the rising tide should lift the boats of publicly-held asset managers even more so than other stocks.
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March 2008
Infrastructure, a Solid Route to Diversification - globalpensions.com
There are only so many alternatives and choices that haven’t been exploited by institutional investors and this is one such area.
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March 2008
Ask the Legends: Michael Lee-Chin – Profit
The mutual-fund maverick and billionaire philanthropist shares his insights into business management and building wealth.
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February 17, 2008
Keep It Simple, Says Yale's Top Investor – New York Times
"It has been a time to worry even the savviest investors. The credit markets have been in a crisis, the domestic stock market has been shaky and overseas markets haven't been much better. What should an individual investor do?"
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February 1, 2008
AIC mutual fund manager would rather walk, than run - Investor's Digest
Charles Bobrinskoy has a credo: slow and steady wins the race. That’s why the investment portfolio he runs for AIC Funds has no hot stocks. What it does have, however, is roughly 20 good value plays — companies which have usually done well over the long haul, even though they may be now out of favor.
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January 10, 2008
Wise investors taking stock of life insurers - Toronto Star
“The impetus in 2008 will not come from commodity prices, as was the case through much of the current bull market,” Bob Gorman, chief portfolio strategist at TD Waterhouse, predicts. “Rather, it will come from the continued rotation into less cyclical sectors, exemplified by major insurers like Manulife, Sun Life and Power Financial.” Canada’s leading life insurers.
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January 2008
Real Estate Funds to Buy Now - Kiplinger's
Third Avenue Real Estate Value Fund: Bargain-hunting manager Michael Winer went more global in 2007, saying he saw better opportunities in foreign property than in the U.S. market. He was right, so the fund did much better than most nominally domestic real estate funds.
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