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Cameron Passmore CIM, FMA, FCSI

Portfolio Manager

Benjamin Felix MBA, CFA, CFP

Associate Portfolio Manager
Contact
  • T613.237.5544 x 313
  • 1.800.230.5544
  • F613.237.5949
  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1
October-19-12

Investing In Small Caps – A Risk Worth Taking

 

As part of small business week, we take a look at the benefit of adding small cap stocks to a portfolio.  Many entrepreneurs have created wealth by starting their own company, and were rewarded for taking on the risk.
 
Over time, the same should hold true for investing in small cap public companies, since risk and return are related.  Have a listen.
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By: Cameron Passmore | 0 comments
October-05-12

Index Funds and Fee Compression in the Global Fund Marketplace

A recent study examined the $21 trillion global mutual fund industry, seeking to understand the prevalence of index funds, and the impact that ratio had on the local marketplace.

One finding was that there is a negative correlation between fee level and usage of index funds.  To learn more about the study, listen as Cameron discusses this with host Jason McIntyre.

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By: Cameron Passmore | 0 comments