Posts Tagged ‘due diligence’

Investors are making a mistake if they assume that the information on their monthly investment statement is sufficient 
to allow them to determine how well their portfolio is being managed. Most statements are inadequate for this purpose. If...

The Globe and Mail shed a bit of light on the small universe of private real estate investment trusts (REITs) in Canada.  The article touches on both the benefits and perils of this emerging product segment.  I recently reviewed a Canadian...

The Ontario Securities Commission recently issued an order in the ongoing matter of Sextant Capital Management, a defunct hedge fund company.  While the order pertained to a law firm wanting to remove itself from representing Sextant and its...

I was recently asked to comment for an article on a small, top-performing mutual fund – Redwood Global Small Cap.  While the article included a couple of my comments, there was no room for some of the more striking statistics I found when...