Products

This client took your advice

One of the best parts of this job is the complimentary advice I’ve received from readers like you. I’d like to share some of the philosophies that have truly made a difference for me—especially given the current downturn. 1. You can’t have it all. Decide what is truly important to you. When my husband and […]

By Deanne Gage |October 1, 2009

2 min read

The inefficient frontier

If you believe everything you read and heard in the media about the financial crisis, you would think hedge funds are responsible for the mess we currently find ourselves in. This is a myth that needs to be dispelled. When we examine what is occurring in the hedge fund industry, the truth is that we […]

By Tristram S. Lett |July 20, 2009

5 min read

Diversification is over-rated

If diversification is the only “free lunch” investors have, then what is over-diversifi cation? A sub-par meal at an expensive restaurant? Our industry has gone way too far with the diversifi cation mantra. We have run steadily and without constraint to a point where clients today own hundreds, and in many cases thousands, of stocks […]

By Tom Bradley |June 1, 2009

3 min read

Private equity firms batten down the hatches

Canadian equities have proven no place to hide during the financial storm, and that applies to firms operating in private markets too: venture capital, mezzanine financing and leveraged buyouts. And that storm whips up winds in all directions. Fundraising has dwindled as traditional private equity investors find themselves overextended. The general partnerships that invest the […]

By Scot Blythe |March 23, 2009

4 min read