Posts Tagged ‘income trust’

A sense of history will help to interpret small cap return rankings

By Dan Hallett on April 11th, 2013

When asked recently to examine a portfolio manager’s track record, I was reminded of how careful one must be with performance rankings.  In this case, I was assessing the strong five-year run of a Canadian Small/Mid Cap Equity manager.  It...

Income trust fans have no reason to cry

By Dan Hallett on November 5th, 2012

For many income-oriented investors October 31, 2006 will forever be etched in their brains.  That was the day that our Federal Finance Minister lowered the tax boom and ended the tax arbitrage of income trusts.  The market reacted by slicing about...

The changing face of income trusts, hedge funds, and T-series funds

By Dan Hallett on March 12th, 2010

Here are this week’s latest media appearances by HighView Financial Group. In the March 12, 2010 Globe and Mail, I commented on the changing face of Income Trust mutual funds. In this Wall Street Journal article, I challenge the notion that...

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