Look for any podcast host, guest or anyone
Showing episodes and shows of

EdgePoint Wealth Management

Shows

The KE ReportThe KE ReportPremium Resources - Advancing 2 Past Producing High-Grade Copper-Nickel-Cobalt Projects in Botswana Morgan Lekstrom, CEO of Premium Resources (TSX.V:PREM), outlines how the company is unlocking value from two past-producing, high-grade critical metal assets in Botswana.   In this KE Report company introduction, we feature Premium Resources as it advances the Selkirk open-pit and Selebi underground Projects, both with a history of production.    Morgan highlights why Botswana is a top-tier jurisdiction for mining, detailing the company’s aggressive strategy to scale up both assets through expansion drilling, re-assays, metallurgy, and parallel economic studies.   The Selebi Project hosts 30Mt @ 3...2025-05-1519 minThe KE ReportThe KE ReportPremium Resources - Advancing 2 Past Producing High-Grade Copper-Nickel-Cobalt Projects in Botswana Morgan Lekstrom, CEO of Premium Resources (TSX.V:PREM), outlines how the company is unlocking value from two past-producing, high-grade critical metal assets in Botswana.   In this KE Report company introduction, we feature Premium Resources as it advances the Selkirk open-pit and Selebi underground Projects, both with a history of production.    Morgan highlights why Botswana is a top-tier jurisdiction for mining, detailing the company’s aggressive strategy to scale up both assets through expansion drilling, re-assays, metallurgy, and parallel economic studies.   The Selebi Project hosts 30Mt @ 3...2025-05-1519 minMalaysia Money Matters Daily News PodcastMalaysia Money Matters Daily News PodcastMalaysia Money Matters Daily News Digest 8th Apr 2025In this episode of Malaysia Money Matters, we break down the latest turbulence shaking Malaysia’s financial landscape—from promising corporate deals being overshadowed by bearish sentiment, to escalating global trade tensions sending shockwaves through Asian markets.Get a clear, insightful roundup of what’s moving the needle—locally and globally—and how it’s all deeply interconnected.🇲🇾 Malaysian Company & Market News🔹 Aemulus Scores Samsung Deal, But Shares Dip 14%Aemulus Holdings inked an exclusive 2-year test equipment deal with Samsung Electro-Mechanics, offering long-term upside. Still, its stock plummeted 14%, underscoring investor anxiety around broader macroeconomic risks.2025-04-0816 minOpen For BusinessOpen For BusinessWhy This Telco Veteran Built His Own TowerCoAs ASEAN’s digital demand surges, so does the need for telecom infrastructure to keep us connected. On Open For Business, we speak with Suresh Sidhu, CEO & Founder of EdgePoint Infrastructure, about how the company has built over 15,600 towers across Malaysia, Indonesia, and the Philippines, and its plans to surpass 20,000 towers in the coming years.A telecom industry veteran, Suresh previously led EDOTCO Group and has over 20 years of experience, dating back to the rollout of 3G in Malaysia. Now, backed by DigitalBridge, the Abu Dhabi Investment Authority, and the IFC, he shares his journey fr...2025-02-2542 minMorning BriefMorning BriefDigital Priorities Of Budget 2025In Budget 2025, the government allocated RM2.6 billion to the Communications Ministry and RM1.3 billion to the Digital Ministry for a range of initiatives, including improving access to the internet. So how do telcos fit into this mix, especially as our country looks to advance its digital economy? For more perspectives, we speak with Suresh Sidhu, CEO of EdgePoint Infrastructure.Brought to you by Mah Sing. Reinvent Spaces. Enhance Life.Image Credit: shutterstock.comSee omnystudio.com/listener for privacy information.2024-10-2313 minMore Than MoneyMore Than MoneyThe biggest challenges in the marketJoin Rob Gerrie and Leanna Wachniak on More Than Money as they talk to Tye Bousada, Portfolio Manager and Founding Partner with Edgepoint, about the biggest challenges and opportunities in the market right now2024-06-2337 minPro Serv Podcast by Collective 54Pro Serv Podcast by Collective 54Episode 163 – The Art of Valuation: Unveiling the Secrets Behind Firm Attractiveness and Price DeterminationIn this session, Collective 54 Member Tom Zucker, President at EdgePoint Advisors, and Greg Alexander review recent research from over 200 acquirers that suggests the 5 attributes that make a firm an attractive acquisition target, and the 4 attributes that scare acquirers away. The research quantifies how “attractiveness” drives up valuations and how you can increase the worth of your firm.  https://www.collective54.com 2024-03-1514 minEnterprise ExploresEnterprise ExploresBoosting Digital Equity in South-East Asia: Key StrategiesToday on Enterprise Biz Bytes, we explore the transformative power of connectivity in Southeast Asia and how this causes a digital divide in the region.Over the years, connectivity has advanced tremendously but there are still parts of the region that have not benefited from it due to limited access and lack of digital inclusivity.To understand this, EdgePoint, an ASEAN-based independent telecommunications infrastructure company, recently released a digital equity whitepaper titled "An Infrastructure-Based Approach to Advance Digital Equity in South-East Asia". The whitepaper identifies connectivity challenges...2023-12-1232 minM&A MastersM&A MastersTom Zucker | Inside EdgePoint CapitalIn this episode, my guest is Tom Zucker, President and Founder of EdgePoint Capital.  Cleveland based, EdgePoint Capital’s advisors bring up-market executive transaction knowledge and real-world M&A and business leadership experience, enabling them to guide owners and founders through transactions and attract qualified buyers.  Tom will share his M&A insight, including:The importance of timing and preparationHis commitment to the lower middle marketEdgePoint Capital’s ideal clientValue of rep & warranties insuranceAn M&A forecast for 2024And more2023-12-0617 minNiaga AWANINiaga AWANIEdgePoint Infrastructure: Bridging ASEAN's Digital DivideExplore EdgePoint's role in ASEAN telecommunications and their white paper tackling digital equity challenges in Malaysia, Indonesia, and the Philippines with Muniff Kamaruddin, CEO, EdgePoint Towers.2023-12-0408 minMore Than MoneyMore Than MoneyLooking at Interest Rates Through a Different LensJoin Faisal Karmali and Rob Gerrie as they talk to Derek Skomorowski, Portfolio Manager with EdgePoint, about how investors should look at today's higher interest rates through a different lens.2023-09-1838 minBusinessWorld B-SideBusinessWorld B-SideHow common tower companies help boost digital transformationThe Philippines' mobile network operators (MNOs) are now using shared towers to accelerate and lower the cost of digital transformation in the country as a result of the government's common tower policy. In this B-Side episode, Suresh Sidhu, chief executive officer and founder of EdgePoint Infrastructure Sdn. Bhd., speaks with reporter Miguel Hanz L. Antivola how telecommunications infrastructure companies support the Philippines' digital transformation. Recorded remotely on June 5, 2023.2023-06-2016 minBarenaked MoneyBarenaked MoneyEpisode 61: Special Guest Geoff MacDonald | Edgepoint WealthIf you've ever wondered what combination of experience, training, aptitude and skills it takes to become a renowned portfolio manager and blueberry farmer, now's your chance. Join Colin & Josh as they pick the brain of one of the best. Geoff MacDonald of Edgepoint Wealth is an award-winning portfolio manager who was recognized by the World Economic Forum as a "Young Global Leader" and named by Barron's as one of the top 50 Portfolio Managers in 2007. Aside from those accolades and the awards he continues to amass, in many ways, he's still just a guy from PEI. 2022-10-0745 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementThe perfect storm – EdgePoint fixed income updateOn April 13, 2022, Portfolio managers Frank Mullen and Derek Skomorowski discussed how they believe the fixed income environment is changing and why investors' fixed income portfolios shouldn't be based on what worked in the past.Presentation date/ recorded on: April 13, 2022.Webinar playback: https://edgepoint.hubs.vidyard.com/watch/tkBgMcsXBD6WWeJHdJo3zP?Supporting material/ disclaimers: https://assets.ctfassets.net/kq9jrkvln56p/bsIXpPVOqbWsKPrAOXljs/6be74785639b73fd2992e9fd179d37dd/Fixed_income_webinar_-_2022-04-13__Investor_use_.pdfReturns:As at March 31, 2022. Total returns, net of fees in C$. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio...2022-04-251h 09EdgePoint Wealth ManagementEdgePoint Wealth ManagementWhy we can stay calm in the face of uncertainty – 1st quarter, 2022This quarter, Investment team member George Droulias discusses why our investment approach helps us stay calm during uncertain times.Text: https://edgepointwealth.com/article/why-we-stay-calm-in-the-face-of-uncertainty-1st-quarter-2022/Sources: https://edgepointwealth.com/article/why-we-stay-calm-in-the-face-of-uncertainty-1st-quarter-2022/Returns:As at March 31, 2022. Total returns, net of fees in C$. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A.EdgePoint Global Portfolio (EPGP)YTD: -6.63%; 1-year: 0.42%; 3-year: 4.07%; 5-year: 6.10%; 10-year: 11.51%; since inception: 12.88%.MSCI World IndexYTD: -6.21%; 1-year: 9.44%; 3-year: 12.43%; 5-year: 10.96%; 10-year: 13.38%; since inception: 12.24%.EdgePoint Canadian Portfolio (EPCP)YTD: 3.16%; 1-year: 27.40%; 3-year: 15.04%; 5-year: 8.78%; 10-year: 9.55%; since inception: 12.29%.S&P/TSX Composite IndexYTD: 3.82%; 1...2022-04-1813 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementEarning our wings – 1st quarter, 2022This quarter, portfolio manager Frank Mullen talks about the importance of knowing what you own – not just when to sell, but when to add.Text: https://edgepointwealth.com/article/earning-our-wings-1st-quarter-2022/Sources: https://edgepointwealth.com/article/earning-our-wings-1st-quarter-2022/Returns:As at March 31, 2022. Total returns, net of fees in C$. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A.EdgePoint Global Portfolio (EPGP)YTD: -6.63%; 1-year: 0.42%; 3-year: 4.07%; 5-year: 6.10%; 10-year: 11.51%; since inception: 12.88%.MSCI World IndexYTD: -6.21%; 1-year: 9.44%; 3-year: 12.43%; 5-year: 10.96%; 10-year: 13.38%; since inception: 12.24%.EdgePoint Canadian Portfolio (EPCP)YTD: 3.16%; 1-year: 27.40%; 3-year: 15.04%; 5-year: 8.78%; 10-year: 9.55%; since inception: 12.29%.S...2022-04-1815 minMore Than MoneyMore Than MoneyHow Will The Liberal/NDP Federal Party Coalition Impact Your Retirement?Join Faisal and guest host Rob Gerrie, Investment Advisor and Wealth Advisor with the Popowich Karmali Advisory Group, on More Than Money this Saturday at 3pm as they break down the details about the deal between the Liberal and NDP federal parties with Lori Williams, Associate Professor at Mount Royal University. Also on the show, Tye Bousada, Portfolio Manager and Founding Partner at Edgepoint Investment Group, discusses volatility concerns and where to find opportunities in your portfolio.2022-03-2638 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementTrust the process – 4th quarter, 2021This quarter, portfolio manager Andrew Pastor discusses why our investment approach is repeatable despite the unpredictable sources for our business ideas.Text:https://edgepointwealth.com/en/Insights/Commentary/2021-Q4-EdgePoint-commentarySources:https://edgepointwealth.com/en/Insights/Commentary/2021-Q4-EdgePoint-commentary#SourcematerialReturns:As at December 31, 2021. Total returns, net of fees. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A.EdgePoint Global Portfolio (EPGP)YTD: 18.25%; 1-year: 18.25%; 3-year: 9.79%; 5-year: 8.33%; 10-year: 13.77%; since inception: 13.73%MSCI World IndexYTD: 20.78%; 1-year: 20.78%; 3-year: 18.57%; 5-year: 13.66%; 10-year: 15.15%; since inception: 13.04%EdgePoint Canadian Portfolio (EPCP)YTD: 40.41%; 1-year: 40.41%; 3-year: 18.31%; 5-year: 8.70%; 10-year: 10.43%; since inception: 12.27%S&P/TSX Composite...2022-01-1821 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementLoaded Dice – 4th quarter, 2021This quarter, portfolio manager Derek Skomorowski talks about why fixed-income investors often forget that good times don’t last forever and why it’s important to manage inevitable risks that come along the way.Text:https://edgepointwealth.com/en/Insights/Commentary/2021-Q4-fixed-income-commentarySources:https://edgepointwealth.com/en/Insights/Commentary/2021-Q4-fixed-income-commentary#SourcematerialReturnsAs at December 31, 2021. Total returns, net of fees. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A.EdgePoint Global Portfolio (EPGP)YTD: 18.25%; 1-year: 18.25%; 3-year: 9.79%; 5-year: 8.33%; 10-year: 13.77%; since inception: 13.73%MSCI World IndexYTD: 20.78%; 1-year: 20.78%; 3-year: 18.57%; 5-year: 13.66%; 10-year: 15.15%; since inception: 13.04%EdgePoint Canadian Portfolio (EPCP...2022-01-1826 minDeltaTalks, a TMT podcast by Delta PartnersDeltaTalks, a TMT podcast by Delta PartnersEP5 - Future of wireless connectivity in AsiaVinod Nair, a Senior Managing Director in Asia Pacific working in our Singapore and Sydney offices, speaks with Suresh Sidhu, Founder and CEO of EdgePoint Infrastructure, about the future of wireless connectivity in Asia, including new trends, challenges and opportunities.2021-11-2530 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementWhere has all the time gone? - 3rd quarter, 2021This quarter, portfolio manager Jeff Hyrich discusses how increasingly shorter time horizons are detrimental to an investor’s investment returns and the important goal of reaching their Point B.Text:https://edgepointwealth.com/en/Insights/Commentary/2021-Q3-EdgePoint-commentarySources:https://edgepointwealth.com/en/Insights/Commentary/2021-Q3-EdgePoint-commentary#SourcematerialReturns:As at September 30, 2021. Total returns, net of fees. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A.EdgePoint Global Portfolio (EPGP)YTD: 10.62%; 1-year: 24.47%; 3-year: 2.92%; 5-year: 8.37%; 10-year: 13.71%; since inception: 13.43%                                                MSCI World IndexYTD: 12.40%; 1-year: 22.18%; 3-year: 12.38%; 5-year: 12.91%; 10-year: 14.90%; since inception: 12.68%EdgePoint Canadian Portfolio (EPCP)YTD: 29.80%; 1-year: 53.10%; 3-year:10.32%; 5-year: 8.66%; 10-year: 10.12%; since inception: 1...2021-10-2915 minMore Than MoneyMore Than MoneyPrivate Travel Isn't Just For Billionaires AnymoreThe demand for private travel has increased immensely over the past year. Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss the boom in private travel with Jeremi Austin, Managing Director of Jet It Canada. Also on the show, Tye Bousada, Portfolio Manager and Founding Partner at Edgepoint Investment Group joins the show to talk about the outlook on stocks and bonds.2021-09-0839 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementYour ESG Fund Is Part Of The Problem - 2nd quarter, 2021This quarter, Sydney Van Vierzen looks at why we believe that the key to ESG investing is making the world a better place, not just how a company is rated. Published July 13, 2021.Text:https://edgepointwealth.com/en/Insights/Commentary/2021-Q2-EdgePoint-commentarySources:https://edgepointwealth.com/en/Insights/Commentary/2021-Q2-EdgePoint-commentary#SourcematerialReturns:As at June 30, 2021. Total returns, net of fees. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A.EdgePoint Global Portfolio (EPGP)YTD: 13.53%; 1-year: 30.54%; 3-year: 4.99%; 5-year: 10.97%; 10-year: 12.61%; since inception: 13.95%                                                MSCI World IndexYTD: 9.88%; 1-year: 26.42%; 3-year: 12.69%; 5-year: 13.74%; 10-year: 13.44%; since inception: 12.74%EdgePoint Canadian Portfolio (EPCP)YTD: 29.86%; 1-year: 59.13%; 3-year: 9.40%; 5-y...2021-07-1410 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementPushing On A String - 2nd quarter, 2021This quarter, Derek Skomorowski discusses how we're positioning our Portfolios to deliver pleasing long-term returns regardless of the potential negative effects that central bank measures may have on fixed income markets. Published July 13, 2021.Text:https://edgepointwealth.com/en/Insights/Commentary/2021-Q2-Fixed-income-commentarySources:https://edgepointwealth.com/en/Insights/Commentary/2021-Q2-Fixed-income-commentary#SourcematerialReturns:As at June 30, 2021. Total returns, net of fees. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A.EdgePoint Global Portfolio (EPGP)YTD: 13.53%; 1-year: 30.54%; 3-year: 4.99%; 5-year: 10.97%; 10-year: 12.61%; since inception: 13.95%                                                MSCI World IndexYTD: 9.88%; 1-year: 26.42%; 3-year: 12.69%; 5-year: 13.74%; 10-year: 13.44%; since inception: 12.74%EdgePoint Canadian Portfolio (EPCP)YTD: 29.86%; 1-year: 59.13%; 3-year: 9.40...2021-07-1415 minThe Digital DigestThe Digital DigestThe Digital Digest: EdgePoint is open for business; Liquid is building with Facebook; Quantum computing is now available as-a-service; and Ciena has insights on sustainable networksIn this episode of the Digital Digest we roundup the biggest stories of the week from the latest on DigitalBridge's EdgePoint to the dawn of quantum computing as-a-service.Natalie covers AT&T and Google Cloud's 5G and edge collaboration and the breaking news that EdgePoint Infrastructure is open for business. Meanwhile in Africa, in the DRC Liquid Technologies and Facebook have partnered to build an extensive long-haul and metro fibre network and in Ethiopia Anwar Soussa has a new job.After a challenging week in Myanmar, Alan bring us the latest news from Telenor. In...2021-07-081h 07Amplify Your AuthorityAmplify Your AuthorityThe Soft Skills You Need to Run an Online BusinessCan Soft Skill Help You Succeed? A business brings opportunities and challenges.Most of us buy courses to develop our hard skills.But, we often overlook one skill that…Cultivates a healthy mindset. Helps you thrive in today’s competitive market. Gives you the courage to face obstacles. You need soft skills.These skills can help you make the most of your working time. As a result, you improve productivity and develop a solid online business.In this episode, you'll discove...2021-07-0418 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementThe negative art of investing – 1st quarter, 2021This quarter, portfolio manager Frank Mullen discusses how the Investment team not only uncovers undervalued investment opportunities, but also makes active choices to avoid lending to many businesses and areas of the market where others don't see risk. Published April. 13, 2021.Text:https://www.edgepointwealth.com/en/Insights/Commentary/2021-Q1-Fixed-income-commentarySources:https://edgepointwealth.com/en/Insights/Commentary/2021-Q1-fixed-income-commentary#SourcematerialReturns:As at March 31, 2021. Total returns, net of fees. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A.EdgePoint Global Portfolio (EPGP)YTD: 9.96%; 1-year: 43.74%; 3-year: 4.50%; 5-year: 9.73%; 10-year: 11.95%; since inception: 13.95% MSCI World IndexYTD: 3.51%; 1-year: 36.01%; 3...2021-04-1510 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementForgetting the lessons of 2020 - 1st quarter, 2021This quarter, investment analyst George Droulias looks at why 2020 truly was a year to forget from an investment perspective. Published Apr. 13, 2021.Commentary text:https://edgepointwealth.com/en/Insights/Commentary/2021-Q1-EdgePoint-commentarySources:https://edgepointwealth.com/en/Insights/Commentary/2021-Q1-EdgePoint-commentary#SourcematerialReturns:As at March 31, 2021. Total returns, net of fees. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A.EdgePoint Global Portfolio (EPGP)YTD: 9.96%; 1-year: 43.74%; 3-year: 4.50%; 5-year: 9.73%; 10-year: 11.95%; since inception: 13.95% MSCI World IndexYTD: 3.51%; 1-year: 36.01%; 3-year: 11.86%; 5-year: 12.71%; 10-year: 12.73%; since inception: 12.47%EdgePoint Canadian Portfolio (EPCP)YTD: 13.70%; 1-year: 61.73%; 3-year: 5.59%; 5-year: 8.06%; 10-year: 6.62%; since inception: 11.15%S&P/TSX...2021-04-1308 minThe Data Center Frontier ShowThe Data Center Frontier ShowTalking Data Centers With Compass CEO Chris CrosbyRich Miller sits down with Chris Crosby, the CEO of Compass Datacenters, for a wide-ranging conversation about the latest trends in the data center sector. Chris is an industry veteran who was in on the ground floor of the data center boom in working with CoreSite, Digital Realty and now Compass. The conversation explores demand trends from edge to cloud, where new data centers are being built, and why a data center developer has a research and development unit.  Here's a timeline of topics Rich Miller and Chris Crosby discuss on the podcast: 4:00 - Demand for e...2021-03-1132 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementNot investing with the herd in 2020An interview with Tye Bousada, founder and Portfolio Manager at EdgePoint Wealth Management. Interview was recorded on January 21, 2021.Audio transcription: http://edgepointwealth.com/downloads/transcriptherd2020.pdfThis is not an endorsement or recommendation of any security. EdgePoint Investment Group may be buying or selling positions in securities mentioned. It is also not an offer to sell or purchase EdgePoint investment funds.__________Source: Empirical Research Partners Analysis, “The Big Growers and the Precedents”, Portfolio Strategy, July 1, 2020. Big Growers are a group of approximately 75 large-capitalization stocks classified by Empirical Research Partners, LLC to have faster and stronger growth credentials than the rest of the...2021-01-2129 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementThe granny shot (or why you shouldn’t always listen to the crowd) – 4th quarter, 2020This quarter, portfolio manager Andrew Pastor explores a deceptively simple (but effective) idea that’s difficult to do in practice – investing differently from everyone else. Published January 14, 2021.Commentary text:https://edgepointwealth.com/en/Insights/Commentary/2020-Q4-EdgePoint-commentarySources:https://edgepointwealth.com/en/Insights/Commentary/2020-Q4-EdgePoint-commentary#SourcematerialReturns:As at December 31, 2020. Total returns, net of fees. Taurus Fund excluded since it is no longer in existence.EdgePoint Global Portfolio – Series AYTD: -1.16%; 1-year: -1.16%; 3-year: 2.63%; 5-year: 7.42%; 10-year: 11.58%; since inception (11/17/2008): 13.36%MSCI World Index**YTD: 13.87%; 1-year: 13.87%; 3-year: 11.16%; 5-year: 10.26%; 10-year: 12.63%Invesco Global Companies Fund – Series SC*YTD: 3.25%; 1-year: 3.25%; 3-year: 6.51%; 5-year: 7.36%; 10-year: 10.92%; since inception (09/01/1981): 11.27%As at December...2021-01-2118 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementThings that make you go “hmm…” – 4th quarter, 2020This quarter, Derek Skomorowski talks about the risks of buying long-term government bonds in the current environment and why we focus on buying mispriced bonds of businesses that can withstand an economic shutdown no matter how long it lasts. Published January 14, 2021.Commentary text:https://edgepointwealth.com/en/Insights/Commentary/2020-Q4-Fixed-income-commentarySources:https://edgepointwealth.com/en/Insights/Commentary/2020-Q4-Fixed-income-commentary#SourcematerialDisclaimers:Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at www.edgepointwealth.com/en/Disclaimers2021-01-2121 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementPlay your part – the role of fixed income in your portfolio – 3rd quarter, 2020This quarter, portfolio manager Frank Mullen discusses the changing outlook for fixed income and how you can ensure it plays the right role for you in the future. Published October 9, 2020.Commentary text:https://edgepointwealth.com/en/Insights/Commentary/2020-Q3-Fixed-income-commentarySources:https://edgepointwealth.com/en/Insights/Commentary/2020-Q3-Fixed-income-commentary#SourcematerialReturns:Portfolio performance as at September 30, 2020. Annualized, total returns, net of fees.EdgePoint Global Growth & Income Portfolio - Series AYTD: -8.22%; 1-year: -7.31%; 3-year: 1.06%; 5-year: 4.97%; 10-year: 9.10%; since inception (11/17/2008): 10.45%60% MSCI World Index/40% ICE BofAML Canada Broad Market IndexYTD: 6.32%; 1-year: 9.94%; 3-year: 8.74%; 5-year: 8.06%; 10-year: 9.22%; since inception of the Portfolio: 9.31%The MSCI World Index is a...2021-01-2111 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementWe understand the gravity of our responsibility to you (part 2) – 2nd quarter, 2020This quarter portfolio manager Tye Bousada looks at investors' path to point B and discusses why you need uncertainty and willingness to look wrong in the short term to get to point B. Published July 10, 2020.Commentary text:https://edgepointwealth.com/en/Insights/Commentary/2020-Q2-EdgePoint-commentarySources:https://edgepointwealth.com/en/Insights/Commentary/2020-Q2-EdgePoint-commentary#SourcematerialDisclaimers:Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at www.edgepointwealth.com/en/Disclaimers2021-01-2118 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementFish where the fish are – 2nd quarter, 2020This quarter Derek Skomorowski talks about risks in fixed-income investing and why it's important to fish where the best investment opportunities are. Published July 10, 2020.Commentary text:https://edgepointwealth.com/en/Insights/Commentary/2020-Q2-Fixed-income-commentarySources:https://edgepointwealth.com/en/Insights/Commentary/2020-Q2-Fixed-income-commentary#SourcematerialReturns:Portfolio performance as at June 30, 2020Annualized, total returns and in C$.EdgePoint Global Growth & Income Portfolio, Series AYTD: -10.39%; 1-year: -9.12%; 3-year: 0.81%; 5-year: 3.56%; 10-year: 9.33%; since inception (11/17/2008 to 06/30/2020): 10.46%EdgePoint Canadian Growth & Income Portfolio, Series AYTD: -14.14%; 1-year: -9.52%; 3-year: 2.22%; 5-year: 1.13%; 10-year: 5.59%; since inception (11/17/2008 to 06/30/2020): 8.09%Disclaimers:Commissions, trailing commissions, management fees and expenses may all be associated with mutual...2021-01-2114 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementWe understand the gravity of our responsibility to you – 1st quarter, 2020This quarter, portfolio manager Tye Bousada discusses seven things we know to be true even in this uncertain environment. Published April 3, 2020.Commentary text:https://edgepointwealth.com/en/Insights/Commentary/2020-Q1-EdgePoint-commentarySources:https://edgepointwealth.com/en/Insights/Commentary/2020-Q1-EdgePoint-commentary#SourcematerialDisclaimers:Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at www.edgepointwealth.com/en/Disclaimers2021-01-2114 minEdgePoint Wealth ManagementEdgePoint Wealth ManagementGlass half full – 1st quarter, 2020This quarter, portfolio manager Frank Mullen talks about the rarely seen high-yield opportunities in today’s volatile fixed-income environment. Published April 3, 2020.Commentary text:https://edgepointwealth.com/en/Insights/Commentary/2020-Q1-Fixed-income-commentarySources:https://edgepointwealth.com/en/Insights/Commentary/2020-Q1-Fixed-income-commentary#SourcematerialDisclaimers:Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at www.edgepointwealth.com/en/Disclaimers2021-01-2108 minMore Than MoneyMore Than MoneyMore Than Money November 7 2020Andrew Masson steps into the big chair with Faisal this week. Special guest Tye Bousada, Portfolio Manager and Founding Partner, Edgepoint Investment Group Inc. joins the show.2020-11-0842 minTubbTalk: The Podcast for Managed Service ProvidersTubbTalk: The Podcast for Managed Service Providers[76] The Opportunity in Load Balancing for MSPsIn this episode, Richard talks to Ray Downes, CEO of Kemp Technologies, the industry leader in advanced application delivery controllers and application-centric load balancing. They give their clients an ‘always on’ application experience, which led them to coin the term ‘AX’.They talk about what load balancing actually is and how it helps both MSPs and end users, Kemp’s predictive analytics tool, and how they ensure they’re up to date with customer needs. They also discuss how COVID19 has increased understanding of load balancing, Ray’s experiences as a CEO, and how Kemp manage employee...2020-06-1451 minWomen, Wealth and Entrepreneurship Podcast!Women, Wealth and Entrepreneurship Podcast!Women, Wealth, Education and Nonprofits with Judy Forbin!We talk live with Judy Forbin of Edgepoint Consulting, Nonprofit Guru, about her extensive background in nonprofits and why it’s always a good time to invest in women.2020-04-1308 mindatacenterHawkdatacenterHawkHAWKTALK 33 – SHARIF FOTOUH, THE EDGE & COMPASS DATACENTERSWhat a great discussion with Sharif Fotouh on how data center user demand is changing the way the market is operating. He is Managing Director with EdgePoint at Compass Datacenters, and he gives great feedback on the edge: what it is, how it works , and how it will change. One of the most interesting discussions we've had on our channel. ------ Thank you for listening. I am appreciative of your thoughts and comments - and thankful for the opportunity to serve the industry through datacenterHawk. ------ Learn more about the data center industry at www.datacenterhawk.com ------ Subscribe to...2019-10-2534 minMastering the Business of YogaMastering the Business of YogaEverything You Need to Know About Social Media with Justin HarwoodJustin Harwood is the founder of Edgepoint Social and a social media expert. On this episode of the podcast, we talk all things social media. We cover how to choose the right platform(s) to be on, how to stay up to date with the new algorithm changes, batching content, getting more views on your content, and more. Justin shares some of his tips for building engagement on platforms like Facebook, Instagram, Pinterest and Twitter, as well as the power of chat bots. We talk about Facebook ads vs. Instagram, whether or not they are right for...2018-03-261h 21Compliance BeatCompliance BeatCompliance Training Trends with Brian OderkirkThis week we have a conversation with Brian Oderkirk from Edgepoint Learning about compliance training trends on the horizon. Brian has been in the eLearning and training space for about twenty years and has done just about every role in the space and working from everywhere from higher education, to corporate training and training vendors. For the last seven years his focus has been helping clients find the right training solutions in the Governance, Risk and Compliance space. Also note that Eric will be conducting a webinar on February 28th at 3PM ET on Updating...2018-02-0524 minThe Second StageThe Second StageEncore: Preparing Your Business For SaleAre you contemplating selling your business, but unsure where to start? On today’s episode of The Second Stage our guest, Founder of EdgePoint Capital Advisors, offers his expertise on how and when a business owner should begin preparing their business for sale. While there are many factors as to why a business owner may be motivated to sell their organization, under all circumstances, one must understand the value of their business to set expectations and potentially improve the value should time allow. It is also important that business owners have a well-defined wealth plan to ensure they can comfortably en...2016-08-0859 minSJP InsightsSJP InsightsInvestment update – Tye Bousada, Global Equity fundIn this episode Chris Ralph interviews Tye Bousada of EdgePoint who explains how investors who rush into so-called ‘safety sectors’ when volatility picks up, create opportunities in forgotten or unloved parts of the market.2016-04-2200 minThe Second StageThe Second StagePreparing Your Business For SaleAre you contemplating selling your business, but unsure where to start? On today’s episode of The Second Stage our guest, Founder of EdgePoint Capital Advisors, offers his expertise on how and when a business owner should begin preparing their business for sale. While there are many factors as to why a business owner may be motivated to sell their organization, under all circumstances, one must understand the value of their business to set expectations and potentially improve the value should time allow. It is also important that business owners have a well-defined wealth plan to ensure they can comfortably en...2014-04-1459 minSJP InsightsSJP InsightsInvestment Update – Tye Bousada, Global Equity fundIn this episode Chris Ralph interviews Tye Bousada of EdgePoint, co-manager of the Global Equity fund. Many investors view volatility as a risk in equity markets but Tye discusses how they use this to exploit new investment opportunities.2013-10-1800 minSJP InsightsSJP InsightsInvestment Update – Tye Bousada, Global Equity FundsIn this episode Chris Ralph interviews Tye Bousada and Geoff MacDonald of EdgePoint Investment Group, one of the satellite investment managers of the St. James’s Place Global Equity fund. Tye talks about the history of EdgePoint, the investment team and the principles of their investment approach. Geoff adds his thoughts on portfolio construction and explains how their style avoids stock selection bias towards certain sectors and regions.2013-02-0100 minSJP InsightsSJP InsightsInvestment Update – Tye Bousada, Global Equity FundsIn this episode Chris Ralph interviews Tye Bousada and Geoff MacDonald of EdgePoint Investment Group, one of the satellite investment managers of the St. James’s Place Global Equity fund. Tye talks about the history of EdgePoint, the investment team and the principles of their investment approach. Geoff adds his thoughts on portfolio construction and explains how their style avoids stock selection bias towards certain sectors and regions.2013-02-0100 min