As we celebrate International Women's Day on Saturday, March 8th, this week’s edition of Mind of the Manager is dedicated to honouring the powerful words and contributions of remarkable women who inspire progress, resilience, and excellence.
We would also like to extend our heartfelt appreciation to all our valued women partners. Your expertise, dedication, and leadership continue to shape the financial futures of numerous individuals and families, making a lasting impact on their lives.
Wishing you a day filled with inspiration and recognition for the incredible work you do.
Happy International Women’s Day!
"Whenever someone says something is ‘univestable,’ what it really means is that there is no price that they would be willing to invest at."
“The networking assumption of the equity markets is that these tariffs are threats, not actions. Until you actually have an action, we’re going to trade on that premise.”
“It seems obvious to be overweight US equities. US exceptionalism is very real when it comes to productivity growth, but in the markets, we have to say a lot of that is already in the price.’’
“Investing it isn’t about picking the best performers, it’s about finding managers with 3 things: an edge; repeatability; temperament. But there’s a catch. Your success in allocating to funds isn’t just about the manager. It’s about you too. Even the best fund in the world won’t work if you can’t handle its behaviour. So before you start screening on performance, ask yourself, does the manager - and do I - have a repeatable edge, with the temperament to stick with it?”