Our Checkmark InvestingTM discipline of selling into strength and buying into weakness sets us apart from the crowd. This differentiated approach and our deployment of cash towards attractive opportunities laid the groundwork for the superior returns our portfolios generated in the first quarter of 2026. Equity portfolios continue to have healthy cash levels as trims…
The first quarter of 2025 was marked by significant volatility and notable shifts in global financial markets. The feverish optimism around US economic growth after Trump was re-elected has waned and been replaced with nervousness around tariffs and a dwindling consumer. Technology stocks led the declines. While a quarter does not make a trend, the…
Today, the TSX was down about 4 percent, the S&P 500 was down 5 percent, and the tech-heavy NASDAQ was down 6 percent. These are significant single-day declines, and we are sure many investors are nervous. We are writing to let you know that while our portfolios were not immune to this environment, our average…
The markets have been frightening, and investors are concerned. We are sure you have been worried too. We are writing to let you know that your portfolios are ok, and while they will not be totally inured from the worst onslaughts, they have resiliency. We have been concerned for some time about the potential for…
We want to update all our clients on our response to the COVID-19 virus and to inform you of the preparations that we have taken to cope with the pandemic. As of the end of day on Monday March 16th, our physical office will be closed and our employees will work remotely until further notice.…
Originally published in the October 2012 issue of Advantage Magazine by Julie Knudson Sticking to a proven investment strategy has helped Heathbridge Capital Management weather the downturn As the calendar changed from 2008 to 2009, investors were worried. The stock market was tanking, dragging portfolios down with it, and investment managers’ phones were ringing off the hook…
Originally published in the Globe & Mail by Fabrice Taylor on October 28, 2009 The challenge was to find portfolio managers who brought distinction upon themselves and added to their clients’ wealth during the financial crisis. Enter Heathbridge Capital Management. Money managers don’t have many opportunities to distinguish themselves. The past year is one of…
Effective January 1st, 2018, the management fee for the Heathbridge Checkmark Equity Pooled Fund will be reduced from 1.50% to 1.45%. As this pool has grown, it has enjoyed economies of scale which we have been pleased to pass on to our clients. In fact, this is our fourth fee reduction since we started the…