Manager's Viewpoint


AIC Portfolio Managers on BNN
August 20, 2008
Randy LeClair, AIC Senior Vice President and Portfolio Manager, tells BNN how he's managing his $700 million bond portfolio to generate the best yields and keep ahead of inflation.

July 15, 2008
Randy LeClair, AIC Senior Vice President and Portfolio Manager, looks at the global economy and the interest rate policy of central banks.

June 12, 2008
Randy LeClair, AIC Senior Vice President and Portfolio Manager, discusses an investment strategy that suits these volatile times as government bonds sell off amid talk of higher inflation and interest rates.
Latest Fund Commentaries

AIC Advantage Fund
Robert Almeida March 31, 2008 - In times like this, the market typically does a poor job of discriminating between individual companies. For example, the wealth managers, which account for well over half of the Fund’s holdings, have seen their valuations decline significantly and much more than would be warranted based on the amount of assets they continue to manage.
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AIC Diversified Canada Fund
Jonathan Wellum March 31, 2008 - While financials in general further struggled during the first quarter, the holdings in the Fund demonstrated continuing profitability and corporate growth, weathering the market conditions much better than many of its peers.
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More commentaries (as at March 31, 2008):
AIC Advantage Group
AIC Diversified Group
AIC Focused Group
AIC Specialty Group 		AIC Balanced Group
AIC Income Group
AIC Private Porfolio Counsel Pools


Portfolio Team


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