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Quarterly Portfolio Disclosure

(March 31,2019)

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Proxy Voting Records 

US SEC Form ADV Part 1

US SEC Form ADV Part 2

NEWS AND INSIGHTS

Annual Letter to Investors – 2021

Dividend Growth Summary Note: LTM Dividend Growth is the median of the actual trailing 12-month dividend growth of the individual stocks held by Strategies or [...]

Fundamentally Speaking

Through the third quarter of the year, it may be easy to forget that the market was solely focused on whether we were about to [...]

Report to Investors 2nd Quarter 2023

Performance Summary From a return perspective, US Equity Strategy portfolio underperformed the S&P 500 Total Return Index during the quarter. Our Canadian Equity Strategy outperformed [...]

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