Quarterly Report- Summer 2019
Trade Wars and Geopolitical Conflicts Create Uncertainty and Market Volatility – As Well As Opportunities
Heward Canadian Dividend Growth Fund Celebrates 10 Years of Outperformance
Heward Investment Management Inc. (Heward), a Montreal-based portfolio management firm, today announced that the Heward Canadian Dividend Growth Fund (the “Fund”) marked its tenth anniversary on June 30, 2019. Since its inception, the Fund has outperformed the S&P/TSX Total Return Index (the “Index”) by 2.06%, with significantly less volatility than the market.
Globe and Mail: Four dividend stocks that fly under the radar
In an article published in the Globe and Mail last week, Renato Anzovino, CFA, Vice President and lead Portfolio Manager of the Heward Canadian Dividend Growth Fund, spoke with John Heinzl about the 10 year anniversary of the Heward Canadian Dividend Growth Fund and four high-quality Canadian stocks in the Fund. The stocks have a history of consistently paying increased dividends that provide strong risk-adjusted returns for investors.
Globe Unlimited Subscribers can read the article here https://www.theglobeandmail.com/investing/investment-ideas/article-four-dividend-growth-stocks-that-fly-under-the-radar/
If you are not a Globe Unlimited Subscriber you can contact us directly for a copy of the article by emailing firstname.lastname@example.org
Globe and Mail: Five stock picks from a dividend growth manager
In an article published in the Globe and Mail today, Renato Anzovino, CFA, lead Portfolio Manager of the Heward Canadian Dividend Growth Fund, spoke with John Heinzl about five high-quality Canadian stocks in the Fund that have a history of paying consistently increasing dividends that we believe will continue to provide excellent risk-adjusted returns for investors.
Despite uncertainty in the Canadian marketplace, Mr. Anzovino and the team continue to find opportunities by focusing on dividend growth companies that demonstrate experienced management teams, compelling valuations, strong fundamentals and solid track records of earnings visibility and predictability. These companies have a clear outlook that is confirmed by recent dividend increases.
Market volatility allows Renato and team to be patient and wait for opportunities to add to our core position. As of October 31st, 2017, the Fund produced a one-year return of 14.69% compared to 11.48% for the index and a five-year return of 11.31% versus 8.41%.
Globe Unlimited Subscribers can read the article here https://www.theglobeandmail.com/globe-investor/investment-ideas/five-stock-picks-from-a-dividend-growth-manager/article37213915/
For a copy of the article, please contact us at email@example.com
Electronic Statements are now available from NBIN
My Portfolio+ allows you to stay connected to your National Bank Independent Network accounts by giving you direct, secure access to your portfolio online. Learn more…
Heward Hosts “Wines of the World” Event
On October 25th, Geoff Heward and the team at Heward Investment Management Inc. hosted an event for 50 people at Le Crystal Hotel in Montreal. Guests were treated to wonderful wine and cheese pairings, while Geoff presented his outlook for the global economy and the newly launched Heward Global Leaders Fund. The Fund, which produced a return of 4.44% in the month of October, seeks to generate consistent returns over the long term by identifying high-quality global businesses that are attractively priced and leaders in their respective business fields.
Please find the presentation attached. For more information on the Fund, or other investment opportunities, please contact Geoff directly at firstname.lastname@example.org
Portfolio Management Powerhouses
What strategies are Canada’s leading PM’s using to navigate the current investment landscape. With insight from Heward Portfolio Manager, Maurice Conti.
Rookie Sensations ‘Robinson Sheppard Shapiro’ take home the President’s Cup