| Communication |
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| Locked-in plans now available |
We are pleased to inform you that effective December 15, 2011, EdgePoint will be offering client-name locked-in plans to investors. The plan types will be administered by our back office partner, Citi Group Fund Services. |
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| What helps us sleep at night (part 4) |
What's helping portfolio manager Tye Bousada sleep these days? Investing in companies that are growing despite a tough economy. |
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| Top 5 Holdings |
Discover more about some of the top holdings in our portfolios and why we believe they are good investments |
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| Fixed Income Investment Approach |
Learn more about how we approach fixed-income investing |
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| Fixed Income Update |
An update on Fixed Income as at January 18, 2011 |
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| Market cap: EdgePoint Global & EdgePoint Canadian |
Snapshot of the market cap breakdown of our portfolios which illustrates how we’re taking advantage of our market cap flexibility. |
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| What helps us sleep at night (part 3) |
Portfolio Manager, Tye Bousada provides an update on portfolio holdings in part 3 of his Sleep at Night series |
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| What helps us sleep at night (part 2) |
Portfolio Manager, Tye Bousada addresses concerns about a possible market pull back and how the portfolio is positioned |
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| What helps us sleep at night (part 1) |
Portfolio Manager, Tye Bousada, helps put today’s volatile markets into perspective by focusing on the companies we own, why they will be survivors in this difficult environment and most importantly, the attractive value that they represent today. |
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| New non-HST series |
EdgePoint plans to launch non-HST series for investors in non-HST participating provinces |
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| Finance Minister’s response on HST |
Dwight Duncan responds on Dec. 4th 2009 to our April 3rd request for a meeting to discuss our concerns about the HST. The HST bill was passed a few days later. |
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| New tax on MERs is terrible for investors |
We feel the proposed harmonized sales tax on MERs is terrible for the long-term investor. We urge you to challenge this tax proposal. |
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| About EdgePoint Wealth Management |
Learn about why we formed EdgePoint and what makes us different |
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