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The granny shot (or why you shouldn’t always listen to the crowd) – 4th quarter, 2020
This quarter, portfolio manager Andrew Pastor explores a deceptively simple (but effective) idea that’s difficult to do in practice – investing differently from everyone else. Published January 14, 2021.
Commentary text:
https://edgepointwealth.com/en/Insights/Commentary/2020-Q4-EdgePoint-commentary
Sources:
https://edgepointwealth.com/en/Insights/Commentary/2020-Q4-EdgePoint-commentary#Sourcematerial
Returns:
As at December 31, 2020. Total returns, net of fees. Taurus Fund excluded since it is no longer in existence.
EdgePoint Global Portfolio – Series A
YTD: -1.16%; 1-year: -1.16%; 3-year: 2.63%; 5-year: 7.42%; 10-year: 11.58%; since inception (11/17/2008): 13.36%
MSCI World Index**
YTD: 13.87%; 1-year: 13.87%; 3-year: 11.16%; 5-year: 10.26%; 10-year: 12.63%
Invesco Global Companies Fund – Series SC*
YTD: 3.25%; 1-year: 3.25%; 3-year: 6.51%; 5-year: 7.36%; 10-year: 10.92%; since inception (09/01/1981): 11.27%
As at December 31, 2020. Total returns, net of fees. Taurus Fund excluded since it is no longer in existence.
EdgePoint Global Portfolio – Series A
YTD: -1.16%; 1-year: -1.16%; 3-year: 2.63%; 5-year: 7.42%; 10-year: 11.58%; since inception (11/17/2008): 13.36%
MSCI World Index**
YTD: 13.87%; 1-year: 13.87%; 3-year: 11.16%; 5-year: 10.26%; 10-year: 12.63%
Invesco Global Companies Fund – Series SC*
YTD: 3.25%; 1-year: 3.25%; 3-year: 6.51%; 5-year: 7.36%; 10-year: 10.92%; since inception (09/01/1981): 11.27%
* As at July 27, 2018, Trimark Fund changed its name to Invesco Global Companies Fund.
** As at October 17th, 2016 the Trimark Fund changed its benchmark to the MSCI All Country World Index.
Source, MSCI and Trimark: Morningstar Direct. Source, EdgePoint: Fundata Canada Inc.
The MSCI World Index is a market-capitalization-weighted index comprising equity securities available in developed markets globally. The MSCI World Index was used for comparison purposes as it represents a broad global equity universe across several developed market countries, although it may not be a fair comparison for the Taurus Fund, due to a possible small-cap exposure in the Fund. The Trimark Fund was managed independently of the index used for comparison purposes. Differences including security holdings and geographic/sector allocations may impact comparability.
Disclaimers:
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at www.edgepointwealth.com/en/Disclaimers
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By EdgePoint Wealth ManagementThis quarter, portfolio manager Andrew Pastor explores a deceptively simple (but effective) idea that’s difficult to do in practice – investing differently from everyone else. Published January 14, 2021.
Commentary text:
https://edgepointwealth.com/en/Insights/Commentary/2020-Q4-EdgePoint-commentary
Sources:
https://edgepointwealth.com/en/Insights/Commentary/2020-Q4-EdgePoint-commentary#Sourcematerial
Returns:
As at December 31, 2020. Total returns, net of fees. Taurus Fund excluded since it is no longer in existence.
EdgePoint Global Portfolio – Series A
YTD: -1.16%; 1-year: -1.16%; 3-year: 2.63%; 5-year: 7.42%; 10-year: 11.58%; since inception (11/17/2008): 13.36%
MSCI World Index**
YTD: 13.87%; 1-year: 13.87%; 3-year: 11.16%; 5-year: 10.26%; 10-year: 12.63%
Invesco Global Companies Fund – Series SC*
YTD: 3.25%; 1-year: 3.25%; 3-year: 6.51%; 5-year: 7.36%; 10-year: 10.92%; since inception (09/01/1981): 11.27%
As at December 31, 2020. Total returns, net of fees. Taurus Fund excluded since it is no longer in existence.
EdgePoint Global Portfolio – Series A
YTD: -1.16%; 1-year: -1.16%; 3-year: 2.63%; 5-year: 7.42%; 10-year: 11.58%; since inception (11/17/2008): 13.36%
MSCI World Index**
YTD: 13.87%; 1-year: 13.87%; 3-year: 11.16%; 5-year: 10.26%; 10-year: 12.63%
Invesco Global Companies Fund – Series SC*
YTD: 3.25%; 1-year: 3.25%; 3-year: 6.51%; 5-year: 7.36%; 10-year: 10.92%; since inception (09/01/1981): 11.27%
* As at July 27, 2018, Trimark Fund changed its name to Invesco Global Companies Fund.
** As at October 17th, 2016 the Trimark Fund changed its benchmark to the MSCI All Country World Index.
Source, MSCI and Trimark: Morningstar Direct. Source, EdgePoint: Fundata Canada Inc.
The MSCI World Index is a market-capitalization-weighted index comprising equity securities available in developed markets globally. The MSCI World Index was used for comparison purposes as it represents a broad global equity universe across several developed market countries, although it may not be a fair comparison for the Taurus Fund, due to a possible small-cap exposure in the Fund. The Trimark Fund was managed independently of the index used for comparison purposes. Differences including security holdings and geographic/sector allocations may impact comparability.
Disclaimers:
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at www.edgepointwealth.com/en/Disclaimers