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Interim Management Report of Fund Performance

Independent Review Committee Annual Report

Quarterly Portfolio Disclosure

(March 31,2019)

Distributions 

Proxy Voting Records 

US SEC Form ADV Part 1

US SEC Form ADV Part 2

NEWS AND INSIGHTS

Equity Market Concentration & Prudent Risk Management  

“What’s past is prologue” - Shakespeare, The Tempest Prudent risk management demands that we try to be aware of as many possible risks that exist [...]

Report to Investors 2nd Quarter 2024

Performance Summary During the quarter, the US Equity Strategy underperformed the S&P 500 Index while the Canadian Equity strategy outperformed the S&P/TSX Composite. Both the [...]

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