“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
In this Q4 2023 commentary, David Fingold says he feels optimistic about the economy: "What we don't know, but what we believe to be the case, is that active management will be rewarded and that's a belief system".
Finally, he shares his positioning of the Global Dividend (Dynamic) Fund and the factors that contributed to its performance.
David Fingold
Vice-President and Portfolio Manager, Dynamic Funds
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DISCLAIMER
The performance cited in the document is that of the mutual fund, Series F, and the differences with the segregated funds are mainly due to the differences between management fees and fixed administration fees.
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The information provided herein does not constitute financial, tax or legal advice. Investors should always consult a licensed financial advisor before making any investment decisions. The commentary on a Fund is provided by the portfolio manager who is responsible for managing the Fund's investment portfolio as specified in the Information Folder and the Fund Facts document ("Portfolio Manager"). Statements made by the Portfolio Managers represent their personal views and do not necessarily reflect the views of iA Financial Group and should not be construed otherwise. This information does not constitute a recommendation to buy or sell any particular security. Results are for illustrative purposes only. Fund managers may buy and sell securities at any time, and the value of the securities they hold may rise or fall. Past performance of a security may not be repeated. Unless otherwise indicated, the information is from the portfolio manager. Forward-looking statements are based on the portfolio manager's outlook at the time they are made. Actual events may differ. iA Financial Group assumes no obligation to update the information provided herein. The information contained herein may not reflect all of the terms, conditions and risks of investing in segregated funds. Please read the Information Folder and the Fund Facts document for more details on the specific risks of investing in segregated funds.
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