Blog: Cutting Through the Noise

Video: Equity Fund UpdatePrint

Posted on October 26, 2010

By Scott Ronalds

In this update, Tom discusses the Equity Fund with Ted Ecclestone, a partner at CGOV (the manager of the fund).

The portfolio has an emphasis on high-quality stocks, which have underperformed the broader market over the past several quarters. Ted reviews where CGOV stands today on this positioning. He also discusses some of the recent changes in the fund and addresses a few stock specific glitches (Manulife and Shoppers Drug Mart) and a key win (Potash Corp).

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