HighView Blog

My article in this morning’s Globe & Mail offers tips to help investors retain more of the performance available to them.  As I jotted down the first tip – write down your investment goals – I found myself writing down...

Most financial journalists in Canada charge that the Canadian investment fund industry lacks the kind of price competition we often see in the U.S. industry.  This is true.  But like the people, Canadian investment fund price wars exist though...

A recent article in Campden FB highlights a trend in Europe that we at HighView have been witnessing for many years in Canada.  The article focuses on a study done of family businesses and their family offices in Europe and concludes that over one...

 “My advice to investors (who cannot give full time to a study of investments) is to seek out some trusted investment counsellor. The emergence of this new profession of disinterested investment analysts, who have no allegiances and whose job...

This article is focused on the need for Investment Advisors to customize the “investment ride” — the portfolio value ups-and-downs — that investor clients take with them. Specifically, so much of the global wealth management...

A few weeks ago, I resurfaced my arguments against concluding that Canadian mutual fund costs exceed those of all other developed countries.  This is turning into one of those perpetual debates.  And while the industry – i.e. IFIC –...

In 2001, I invested in a gold closed-end fund and held it for 4-5 years.  My rationale was based partly on what was then a low gold price and on this particular closed-end fund’s hefty 30% discount to net asset value.  Since I sold the...

In our asset management work with clients, we continually stress the importance for them of having what we term, “a prudent division of professional duties”.  By this, we mean it’s in a client’s best interest if each of the...

Yesterday’s Globe & Mail featured an article by U.S. equity manager Larry Sarbit making the case to invest in U.S. stocks now.  He cited his 70% invested position (compared to 10% – 20% a few years ago) to illustrate his...