Trimark Investments

Trimark Investments

One challenge with researching investments over time is that companies sometimes change names as they grow and mature. As you search through our archives, one such example of this you will find is Trimark investments, which was known for its deep value investing approach.

Long known… Read More

Hi, Pat: Can I have your thoughts on the Vanguard All-World ex-Canada Index ETF? About 15% of my portfolio is in the Trimark Global Fundamental Equity Class mutual fund, and I am thinking of switching that over to the ETF. My reasoning is that I would still have international exposure and would pay lower fees. I appreciate your advice and suggestions. Thank you.

Mutual funds are okay to hold if you own them, but we have moved away from recommending them in favour of lower-fee exchange traded funds (ETFs). We feel most fund investors should shift into ETFs wherever possible. (That why we’ve shifted our focus to ETFs… Read More

Buy for global growth

TRIMARK FUND $23.25 (CWA Rating: Conservative) (AIM Funds Management Inc., 5140 Yonge Street, Suite 900, Toronto, Ontario M2N 6X7. 1-800-631-7008; Website: www.invescotrimark.com. Buy or sell through brokers) buys high-quality investments and holds them for the long term, an approach its manager believes cuts risk.

The $3.0-billion… Read More

Two Well-established Global Fund Buys

TEMPLETON GROWTH FUND $10.46 (CWA Rating: Conservative) (Franklin Templeton Management Limited, 1 Adelaide Street East, Suite 2101, Toronto, ON. M5C 3B8. 1-800-387-0830; Web site: www.templeton.ca. Buy or sell through brokers) follows the approach that paid off so well for so long under its founder and… Read More

TRIMARK FUND $28.55

TRIMARK FUND $28.55 (CWA Rating:Conservative) (AIM Funds Management Inc., 5140 Yonge Street, Suite 900, Toronto, Ontario M2N 6X7. 1-800-631-7008; Website: www.aimfunds.ca. Buy or sell through brokers) takes a value-seeking investment approach, and this cuts its risk. This fund sticks to the long-time Trimark Investments approach… Read More

Buy for Foreign Exposure

TRIMARK FUND $29.02 (CWA Rating: Conservative) (AIM Funds Management Inc., 5140 Yonge Street, Suite 900, Toronto, Ontario M2N 6X7. 1-800-631-7008; Website: www.aimfunds.ca. Buy or sell through brokers) takes a value-seeking investment approach, and this cuts the fund’s risk.

The $2.4 billion Trimark Fund’s top 10 holdings… Read More

Two Buys for International Growth

TRIMARK FUND $36.80 (CWA Rating: Conservative) (AIM Funds Management Inc., 5140 Yonge Street, Suite 900, Toronto, Ontario M2N 6X7. 1-800-631-7008; Website: www.aimfunds.ca. Buy or sell through brokers) takes a value-seeking investment approach, and this cuts its risk.

Regionally, the $2.8 billion fund’s portfolio is now distributed… Read More

Trimark Fund is a Global Buy

TRIMARK FUND $30.52 (CWA Rating: Conservative) (AIM Funds Management Inc., 5140 Yonge Street, Suite 900, Toronto, Ontario M2N 6X7. 1-800-631-7008; Website: www.aimfunds.ca. Buy or sell through brokers) takes a value-seeking investment approach, and this cuts its risk. This fund sticks to the long-time Trimark approach… Read More