Fidelity’s Mark Schmehl doesn’t do value investing, or any other styles for that matter – here’s why he’s better off Mark Schmehl, who manages four portfolios at Fidelity Investments Canada, graduated from Columbia University, “the home of value investing, he recalls, where Buffett himself graduated. Buffett is a fantastic investor,” Schmehl readily recognizes, “but he’s…
Year: 2019
Fund distributions, timing and NAV
by Julie
If Steve sold his units just before the income distribution date, would he still receive an income payment? Read the full article here.
Q1 Comments from Guardian Capital
by Julie
In the folktale “Henny Penny” (also known as “Chicken Little”), the eponymous lead character gets hit on the head by an acorn that drops from a tree and reaches the alarming conclusion that the sky is falling. She then sets out to warn everybody, ultimately amassing an ardent following of farmyard fowl (such as Ducky…
Thank you Edgepoint!
by Julie
I really, really, really enjoy reading the articles that Edgepoint produces throughout the year. They are on point and an easy read for clients too. Here are two recent ones that are worth sharing. #1 Clarifying Book Value – this can be confusing… #2 Four Certainties of what’s NOT going to change in the next…