HARBOUR ADVISORS UPDATE. Experienced and successful value manager Consistent market outperformance Excellent history of downside protection Winner of.

Slides:



Advertisements
Similar presentations
MANAGED RISK INVESTING
Advertisements

Tax-Efficient Cash Flow with. Agenda Market opportunity What is T-Class? How does T-Class work? Sales process Competitive overview.
A contrarian journey to riches Black Creek Investment Management.
DYNAMIC CORPORATE CLASS Name Tile Company DATE. 2 “Taxes have grown over the past 49 years to the point that government is now the largest expenditure.
Best practices for multi-asset class investing
[Insert applicable Dundee Wealth Management dealer logo here] A New Beginning A New Future DundeeWealth Financial Advisor: Juan Aguilar Dundee Private.
Four Reasons to go Global NEXT. Reason #1: Performance – a moving target Source: Globe HySales, February 28, For illustration purposes only Markets.
Jov Leon Frazer Dividend Fund. ABOUT LEON FRAZER & ASSOCIATES Over a half century of Navigating Volatile Markets –Established in 1939 Oldest Independent.
EARNING SUSTAINABLE YIELD Bob Swanson Principal & Portfolio Manager Cambridge Global Asset Management October 2013.
Dividend Growth Investing Cambridge Style
Click to add title Dividends: Growth, Income and Diversification June 2010.
Track Record Weyland Capital Management employs a tax-sensitive, globally-diversified investment approach.  The firm’s “all-weather” investment approach.
Benefits Returns not correlated to traditional portfolios Aims to profit in both rising and falling markets using long and short trading strategies Robust.
MAKING SENSE OF MARKET VOLATILITY Name Tile Company DATE.
Take your retirement plan off pause and hit play John Smith November 2013 Introducing.
RBC CI Multi-Callable Deposit Notes Series 1 Available from November 14 to December 23, 2005 For Advisors Only RBC CI Multi-Callable Deposit Notes Series.
1 Investment Companies Chapter 3 Jones, Investments: Analysis and Management.
Cambridge Advisors October Brandon Snow Principal & Portfolio Manager Alan Radlo Chief Investment Officer & Portfolio Manager Robert Swanson Principal.
State of the Nation for Exchange Traded Funds (ETFs) Trevor Cummings Vice President.
Investing in a low yield world David Irwin. 2 CTRL+ALT+DELETE.
New Perspectives on Asset Class Investing © 2015 LWI Financial Inc. All rights reserved. LWI Financial Inc. (“Loring Ward”) is an investment advisor registered.
© 2013 Pearson Education, Inc. All rights reserved.15-1 Chapter 15 Mutual Funds: An Easy Way to Diversify.
13-1. McGraw-Hill/Irwin Copyright © 2006 The McGraw-Hill Companies, Inc. All rights reserved. 13 Investing in Mutual Funds.
The benefits of Corporate Class investing Paul McVean, CGA, CFP, TEP Regional Vice-President, Wealth Planning.
Hold ’em or Fold ’em: Where are We in the Equity Cycle? Danny Bubis, CFA Alec MacIsaac, CFA Aaron Clark, CFA Ben Ellis, CFA.
Split Share Corporations Thomas Herbison Janelle Tibbatts Justina Williams Matt Wood.
For Dealer Use Only. 2 Key Features Tactical Asset Allocation Benefits of Indexing, Convenience of ETFs Experienced Portfolio Management Low Cost, Managed.
ENERGY OUTLOOK “Further Gains Ahead”. “The earnings from rising oil and natural gas prices and a further expansion in cash flow multiples should drive.
Solutions for the discerning affluent investor: CI Private Investment Management Craig Koenig, Vice President, Sales & Marketing.
Motiwala Capital LLC Adib Motiwala Motiwala Capital LLC
Growth Investing: Cambridge Style Greg Dean, CFA Principal & Portfolio Manager.
DISTINGUISH AND GROW YOUR PRACTICE WITH TAX-EFFICIENT INVESTING. Bill Johnstone, Vice President, Sales & Marketing.
ENERGY AND INFRASTRUCTURE: WHAT A DIFFERENCE FIVE YEARS MAKES. Greg Dean, CFA Analyst & Portfolio Manager.
CI Investment Consulting Neal Kerr, Senior Vice-President Alfred Lam, Vice-President & Portfolio Manager Yoonjai Shin, Director.
Mutual Funds Internal use for N.CA office training.
For Dealer Use Only. 2 Key Features Tactical Asset Allocation Benefits of Indexing, Convenience of ETFs Experienced Portfolio Management Low Cost, Managed.
Jov Leon Frazer Preferred Equity Fund. 2 JOV LEON FRAZER PREFERRED EQUITY FUND: KEY FEATURES Attractive investment opportunities through investment in.
Managed risk investing Joe Jugovic, CFA President.
Harbour Advisors Conservative, consistent, and value-driven.
DYNAMIC SERIES T Name Tile Company DATE. 2 “Taxes have grown over the past 49 years to the point that government is now the largest expenditure facing.
Selling period June 25, 2007 – August 9, 2007 CIBC CI ENHANCED RETURN NOTES, SERIES 1 Principal at Risk notes with an accelerated positive return feature.
2 Benefits: Multi-Manager Approach Proven Investment Managers Disciplined Selection and Monitoring Process Complementary asset allocation service Four.
Profitable ideas in North American equities Danny Bubis, CFA.
Investment Insights from CI Investment Consulting
For internal use only Baby Boomers retire in next 17 years.
The Changing Landscape of Asset Management DEREK J. GREEN President, CI Investments January 2014 Canada’s Investment Company.
Navigating Emerging Markets Matthew Strauss Vice-President, Portfolio Management and Portfolio Manager.
Selling period January 15, 2007 – February 28, 2007 Harbour Foreign Equity EARNS (Enhanced Accelerated Return Note Securities) Non-principal protected.
ERIC BUSHELL, CFA, CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER Signature employs 33 investment professionals with $42 billion in assets under management.
Turning up the heat! Creating value for your HNW clients Anne Manson VP Strategic Business Development.
LIQUIDITY AND MARKET STRUCTURES Eric Bushell, Chief Investment Officer Signature Global Asset Management.
Derek J. Green, Executive Vice President, Sales & Marketing.
TAX-EFFICIENT CASH FLOW WITH T-CLASS. Agenda Market opportunity What is T-Class? How does T-Class work? Sales process Competitive overview.
More Than $325 Million In 125 Saskatchewan Companies Since Inception! 30% Tax Credit What is a Retail Venture Capital (RVC) Fund? 28,000 Saskatchewan Shareholders…
1 Presentation for Queen’s University Pension Plan December 4, 2015 David Vanderwood, Senior Vice President & Portfolio Manager.
Case study  RRSP to RRIF account Name April XX, 2016.
Case study  Non-Registered account Name April XX, 2016.
Case study  RRIF account Name April XX, G5|20 Series Case Study RRIF account.
Introducing the new Marquis. 1 What do you need in an investment? A wealth management firm you can trust The right investment to meet your goals Simple,
Alexander Lane, B.Comm. (Hons), CFA Vice President and Portfolio Manager Dynamic Power Global Navigator We Grow Anywhere.
The basics of mutual fund investing Delivered by:.
Take your retirement plan off pause and hit play John Smith November 2014.
BMO Guardian Global Dividend Class Advisor Series Active Management by Kleinwort Benson Investors Ltd.
For Broker/Dealer use only BMO Guardian LifeStage Plus Funds 1.
Signature Global Asset Management. Signature’s diversification 1 As of June 30, 2014.
Tax-Free Savings Accounts
Investment Analysis and Portfolio Management
NexGen Canadian Bond Funds
The Episcopal Church Foundation
Jennison Conservative Growth Fund
Presentation transcript:

HARBOUR ADVISORS UPDATE

Experienced and successful value manager Consistent market outperformance Excellent history of downside protection Winner of multiple third-party awards and recognition. Strong fit with Harbour’s value-based investment philosophy Since 1997, Roger Mortimer has been the lead manager of multiple mutual funds for Canadian and U.S. investors including Canadian equity, Canadian income, and global equity. ROGER MORTIMER

Category King 2003 AIM Global Value Fund AIM Canadian First Class AIM Canadian Income Fund Five-Star Rated AIM Canadian First Class AIM Global Value Fund AIM Canadian First Class All Star Fund, 2002 A HISTORY OF SUCCESS

PAST PERFORMANCE Roger Mortimer has managed multiple mandates over the course of his career, including Canadian equity, Canadian balanced, sector equity, global equity, and diversified income funds. His outperformance in each of these asset class speaks to his effectiveness and versatility as a stock-picker. Source: Bloomberg

143.9% -6.6% 54.8% PAST PERFORMANCE

CONSISTENT LOW-VOLATILITY APPROACH Harbour and Harbour Growth & Income vs. S&P TSX Composite TR 15 Year risk/reward chart Harbour and Harbour Growth & Income vs. S&P TSX Composite TR 5 Year risk/reward chart Source: Paltrack, as at August 31, 2013

THE FUNDS

FundLead manager(s) HarbourStephen Jenkins Harbour Global EquityStephen Jenkins Harbour Growth & IncomeRoger Mortimer Harbour Global Growth & Income Roger Mortimer Harbour VoyageurAleksy Wojcik, Phil D’Iorio, Doug Cooper

Harbour invests in quality businesses with promising futures, and then only if they are available at a sensible price. THE HARBOUR PHILOSOPHY

Stephen Jenkins, CFA Senior Portfolio Manager Phil D’Iorio, CFA Senior Analyst & Portfolio Manager Aleksy Wojcik, CFA Senior Analyst & Portfolio Manager Greg Chan, CFA Investment Analyst Jeremy Rosa, CFA Investment Analyst Brandi Miotto Executive Coordinator Doug Cooper, CFA Senior Analyst & Portfolio Manager Roger Mortimer Senior Portfolio Manager OVER 75 YEARS OF INVESTMENT EXPERIENCE

CONSISTENT LOW-VOLATILITY APPROACH Management style: Concentrated portfolio Contrarian in nature Long-term focus to investments Bottom-up research intensive approach to security selection Strategic cash allocation High conviction = Low-turnover

Good People Proven management Wise allocators of capital Shareholder focus Good Price Margin of safety Discount to fair value Conservative assumptions Good Business Industry leader Competitive advantage Strong balance sheet Free cash flow generation SECURITY SELECTION REQUIREMENTS

THE EQUITY FUNDS

THE ASSET ALLOCATION FUNDS

CONCLUSION Harbour has a long history of consistent management style and process that has led to consistent results for clients. Harbour is happy to welcome Roger Mortimer, a seasoned and successful manager with a history of managing investors assets with similar success and style. “Under the leadership of Stephen Jenkins and newly hired Roger Mortimer, I am confident that going forward Harbour will continue to flourish.” – Gerry Coleman

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise indicated and except for returns for periods less than one year, the indicated rates of return are the historical annual compounded total returns including changes in security value. All performance data assume reinvestment of all distributions or dividends and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. ®CI Investments, the CI Investments design, Harbour Advisors and Harbour Mutual Funds are registered trademarks of CI Investments Inc. Thank You FOR ADVISOR USE ONLY