Below is a link to recent brief article from one of our Investment Counsellors, Guardian Capital, on portfolio strategy in light of the market’s advances of late. While of late, they have been trimming back holdings that have exceeded their target allocations, they remain confident in the variety of underlying businesses that they are investing in on their clients’ behalf. With quarterly earnings season (for Q4, ’16) wrapping up, they were encouraged to see the progress that their companies made over the year and the optimism that are displaying with the multitude of dividend declarations/increases over the past weeks. It is always useful to keep in mind that Guardian Capital invests in businesses, not indexes or markets.
Should you have any questions, please don’t hesitate to get in touch, and we will put you in contact with your Portfolio Manager from Guardian Capital.