Category Archives: Articles
Vertex Managed Value Portfolio
Vertex Managed Value Portfolio – Matt Wood, Portfolio Manager Our portfolio has been trending positively while the news flow continues to be decidedly negative. If news flow was predictive of the direction of individual company stocks, investing would be a very simple exercise. What does remain true is that sometimes news flow is predictive of [...]
ZLC PIM Sponsors Vancouver Jewish Film Festival
ZLC Is A Platinum Sponsor For This Years VJFF ZLC Private Investment Management is proud to sponsor this years Vancouver Jewish Film Festival, happening November 10th to 20th 2011. Anyone that enjoys a good bagel, hot popcorn and great movies will love this film festival. Attendance statistics place VJFF as the second largest Jewish film festival, (just after [...]
The Bright Side of Stocks Dismal Decade
“You don’t invest by looking out the rear-view mirror.” “You invest by looking out the front windshield,” Mr. Bernstein said. “It’s foggy, but you can still make out whether it’s dark or light out. The expected returns on stocks are clearly higher than the expected returns on bonds right now.” Extract from the Globe and [...]
Opalesque
Opalesque Exclusive Investors seeking downside volatility management strategies anticipating eventual market drops – Sherpa Asset Management. Vancouver-based Sherpa Asset Management views the June 2008 launch of the firm’s Sherpa Diversified Returns Fund as “fortunate timing in hindsight” even though they took the equity long/short fund out into the most volatile equity markets in recent history. [...]
Globe and Mail
Theory versus reality: how much risk is there in volatility? When investors open their quarterly statements this month, they’ll be pleasantly surprised. Despite all the doom and gloom, the last three months have brought a year’s worth of returns. But despite the fact that the most recent quarter will bring the fifth good news statement [...]
Canadian Benefits & Compensation Digest
Achieving Targets in a Low Return Environment Three core fundamentals can enhance portfolio performance regardless of market conditions: capital preservation, yield generation and beta exposure. Economist Larry Summers once commented that there are two types of economic forecasters: the ones who know they don’t know, and the ones who don’t know they don’t know. Read [...]