Quarterly Report- Winter 2017/2018
Forecasting is difficult, but 2017 showed exactly how pointless it can be as most prognosticators missed their marks. For the first time since 2010, the world economy outperformed most predictions, and we expect this strength to continue through 2018. The global economy has made impressive progress transitioning from an upturn fueled by fading drags to a phase of synchronized strength where spending, and financial conditions are now generating a positive feedback loop.
Globe and Mail: Five stock picks from a dividend growth manager
In an article published in the Globe and Mail today, Renato Anzovino, CFA, lead Portfolio Manager of the Heward Canadian Dividend Growth Fund, spoke with John Heinzl about five high-quality Canadian stocks in the Fund that have a history of paying consistently increasing dividends that we believe will continue to provide excellent risk-adjusted returns for investors.
Despite uncertainty in the Canadian marketplace, Mr. Anzovino and the team continue to find opportunities by focusing on dividend growth companies that demonstrate experienced management teams, compelling valuations, strong fundamentals and solid track records of earnings visibility and predictability. These companies have a clear outlook that is confirmed by recent dividend increases.
Market volatility allows Renato and team to be patient and wait for opportunities to add to our core position. As of October 31st, 2017, the Fund produced a one-year return of 14.69% compared to 11.48% for the index and a five-year return of 11.31% versus 8.41%.
Globe Unlimited Subscribers can read the article here https://www.theglobeandmail.com/globe-investor/investment-ideas/five-stock-picks-from-a-dividend-growth-manager/article37213915/
For a copy of the article, please contact us at firstname.lastname@example.org
Heward Hosts “Wines of the World” Event
On October 25th, Geoff Heward and the team at Heward Investment Management Inc. hosted an event for 50 people at Le Crystal Hotel in Montreal. Guests were treated to wonderful wine and cheese pairings, while Geoff presented his outlook for the global economy and the newly launched Heward Global Leaders Fund. The Fund, which produced a return of 4.44% in the month of October, seeks to generate consistent returns over the long term by identifying high-quality global businesses that are attractively priced and leaders in their respective business fields.
Please find the presentation attached. For more information on the Fund, or other investment opportunities, please contact Geoff directly at email@example.com
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Quarterly Report- Summer 2017
Managing Through an Upswing (Synchronized) in Global Growth and Geo-Political Uncertainty
With the first half of 2017 under our belt, there seems to be little pushback against our thesis of a synchronized global recovery. Most advanced nations are enjoying moderate economic growth, while performance in many emerging market (EM) nations is stabilizing or improving. Such synchronized growth is fairly rare.
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Quarterly Report Spring 2017
Balancing the Investment Scales – Positive Economics versus Political Uncertainty
Economic and political cycles have a habit of being out of sync, but today, almost ten years after the most severe financial crisis since the Depression, a broad-based economic upswing seems to be under way. In the U.S., Europe, Asia and the emerging markets, for the first time since a brief rebound in 2010, all cylinders seem to be firing at once.
2017 Investment Preview