What's New ?

What’s new at CFG Heward
(March 31st, 2008)

As spring slowly teases us, we thought that it would be an appropriate time to update you on what’s new at C.F.G. Heward Investment Management Ltd.

On the third birthday of the C.F.G. Heward Pooled Fund, we are pleased to announce our launching of two new Heward Funds. The C.F.G. Heward Equity Fund will follow the firm’s equity strategy and not be subject to any restrictions on foreign holdings. This fund will allow us to make full use of our global network and seek out investment opportunities wherever they may be. The second fund will be the C.F.G. Heward Canadian Equity Fund which will focus on the Canadian marketplace allowing us to seek out the investment opportunities in our own backyard. Our three funds will allow us to better serve our clients and respond to their needs.

We are continuing to build the C.F.G. Heward team. We are pleased to announce that Helen Barfurth has joined us and will assist Ron Samo in the increasing complex area of compliance. With over twenty years of experience obtained through her association with several leading financial institutions her addition to Heward will allow us to reinforce our commitment to remaining fully compliant with all applicable regulations and our obligations to our clients.

In the area of portfolio management, we are pleased to announce that we have just hired an additional senior portfolio manager who will be joining the firm in April. He will be a new member of our investment policy committee with an emphasis on foreign equities. He joins us from a leading foreign financial institution and should strengthen our already strong team.

We hope that you will enjoy our most recent March Investment Commentary, a copy of which is enclosed.

Best wishes,

James Heward

President

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"Decoupling - The return of eastern civilizations to economic prominence and future of the west"
(Quarterly report, March 31 2008, PDF Format, 131 KB) 

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The C.F.G. Heward Fund Profile
"Report as of March 31, 2008, PDF Format, 262 KB"
The C.F.G. Heward Canadian Equity Fund Profile
"Report as of March 31, 2008, PDF Format, 249 KB"
The C.F.G. Heward Equity Fund Profile
"Report as of March 31, 2008, PDF Format, 249 KB"

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