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Quarterly Report- Spring 2021

Quarterly Report Spring 2021.pub F

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.

https://www.prweb.com/releases/heward_canadian_dividend_growth_fund_celebrates_10_years_of_outperformance/prweb16423974.htm

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 info@heward.com

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 info@heward.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…

Make a Statement

MyPortfolio+PM

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 gheward@heward.com

Heward Global Leaders Fund- October 25th 2017.ppt FINAL

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.

http://www.wealthprofessional.ca/contents/e-magazine.aspx?id=225688&utm_source=wpca&utm_medium=emag&utm_campaign=Wealth+Professional+5.05

Rookie Sensations ‘Robinson Sheppard Shapiro’ take home the President’s Cup

http://www.centreaction.org/fundraisingbasketballcup.html

 

 

Heward Fund Fact Sheets

As of December 31st 2021 Heward Canadian Dividend Growth Fund Q4 2021 Heward Equity Fund Q4 2021 Heward Income Fund Q4 2021 Heward Global Leaders Fund Q4 2021

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Quarterly Report: WINTER 2022

Omicron, Rising Rates and Inflation Notwithstanding, the Global Recovery Will Continue But at a Slower Pace Quarterly Report Winter 2022

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The Heward Global Leaders Investment Strategy Update: Winter 2022

Writing an end-of-year article is often one of our more difficult tasks. There is very little utility in making a series of bold predictions that turn out to be completely wrong. Sometimes it would be nice to take a leaf out of J. P. Morgan’s…

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Heward Global Leaders Investment Strategy

We wrote in August that we were concerned about the potential for a pullback in global equity and fixed income markets in the months ahead and came to believe then, that the stock market was being too complacent about the impacts of the Delta variants…

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Heward Global Leaders Investment Strategy: September 2021

We mentioned a month ago that we were turning more cautious given some of the changes and macro factors that we watch. What we were seeing then is very prevalent today and in many cases more so. Investment Strategy Update- September 2021

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Before The Storm

The latest Newsletter from Geoff Heward: Manager of the Heward Global Leaders Fund and Strategy Before_the_storm_⛈

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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%,…

Read More

Heward Speaker Series

We will be hosting our inaugural Speaker Series luncheon on June 21st, 2018 and hope you can join us. “Investing in Canada” Canada’s economy has bounced back in the second quarter of 2018 at a faster pace than expected. Are we poised for a better…

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Outstanding Portfolio Managers 2018- Maurice Conti

We are delighted that Heward Portfolio Manager Maurice Conti was recently featured in Wealth Professional’s Outstanding Portfolio Managers 2018 article. Maurice provided our outlook on global and Canadian markets, reaction to recent market volatility and our strategy for growing and protecting client’s portfolios. Here is…

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Access Your Electronic Statements 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. www.my-portfolio.ca

Read More
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