Benchmarking Canadian Small Cap
In Canada, a small-capitalization (small-cap for short) stock is a company that trades publicly on the Toronto Stock Exchange (TSX) and has a total market value of $2.0 B or less.
In Canada, a small-capitalization (small-cap for short) stock is a company that trades publicly on the Toronto Stock Exchange (TSX) and has a total market value of $2.0 B or less.
Asset classes, or asset class categories, in their simplest form, are groupings of comparable financial instruments.
In its simplest form, downside protection is a measurement of how much a given portfolio drops compared to the market overall.
A capital gain is an increase in the value of an investment such as a stock, property, mutual fund, or other asset that you own in a non-registered account
This edition of the CH Minute has sought to show the difference between risk and volatility. They are not always the same thing.
When I look at CH Financial, what it is to our clients, to my colleagues, and me personally, I think about several things.
Segregated funds are like mutual funds in that they hold a pool of stocks and bonds.
Often when clients listen to advisors and others talk about investments, they will hear the word “benchmark” being used frequently.
We at CH recognize that we need to strike this balance for our clients, and pride ourselves in our ability and determination to continue to provide…
Two of the most important tools we use for monitoring and measuring the success of a specific portfolio manager are known as Alpha and the Sharpe Ratio.