Saturday, November 18th, 2017

Cundill Value Fund – manager comments from the Mackenzie conference

Here are some remarks from the Cundill fund managers that I wrote down as they spoke at the November 2012 Due Diligence conference. We are not depending on economic growth to make gains for the fund, but on a return of shares owned by the fund to a fair level. We are most active in […]

Comments from US Mid-Cap Growth Fund manager at the Mackenzie conference

Here are some remarks from the manager of the Universal American Growth Fund that I wrote down as he spoke at the November 2012 Due Diligence conference. Protection is earned by owning companies that produce real value. The basic threat investors face is that money in treasury bills is losing money after inflation. We are […]

Ivy Foreign Equity – comments from the Mackenzie conference

Here are some remarks from the Ivy fund managers that I wrote down as they spoke at the November 2012 Due Diligence conference. The world is a mess these days, so we are allocating capital as efficiently as possible, trying to own really good companies with a five to ten year view Seek to own […]