iA CONNECTED

“We monitor these two key indicators for health in macro-conditions.” — David Fingold

"We continue to look to increase the internal yield of the fund, as greater cash in hand seems more valuable to investors today than future growth." — Frank Latshaw

“We think it's very important to keep an open mind about the companies that are big index weights. The Apples, Microsofts, and Nvidias, were all helpful for our funds’ performance last year.” — David Fingold

“The most important macro factor for us, is the rate of change of wholesale gasoline prices in the United States.” — David Fingold

 Watch now the third edition of the FINcast vlog featuring David Fingold, Vice-President and Portfolio Manager, Dynamic Funds.

"The markets continue to be hesitant to embrace capital intensive sectors given the rise in interest rates, especially those that require external financing to meet their growth potential." — Frank Latshaw

“The areas where we think there's tremendous opportunity are primarily in the industries that are resilient, or that are below their long term trends.” — David Fingold

 Discover the first edition of the 5-minute FINcast Vlog featuring David Fingold, Vice-President and Portfolio Manager, Dynamic Funds.

In these two commentaries, Q4 2022 and annual, Dynamic Funds paints a picture of what has and has not contributed to the performance of the Global Dividend (Dynamic) Fund and their vision for 2023.

“I predict the energy, healthcare, financials and industrials, will embody the next sectors' leadership cohort.” — David Fingold