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Mutual Fund News

ME AND MY MONEY

CASEY HOERTHOccupation Financial writer Portfolio Includes Kinder Morgan Inc., Williams Partners LP, ATandT Inc. and Royal Bank of CanadaThe investor Casey Hoerth is a regular contributor to financial websites such as TheStreet.com. When he began investing in 2007, he chased ''flashy growth trends'' in the technology sector and emerging markets.

ME AND MY MONEY

ROBB ENGENOccupation Business development managerThe portfolioTwo exchange-traded funds (ETF): Vanguard All World exCanada Index ETF and Vanguard Canada Index ETFThe investor In 2009, Robb Engen dumped his mutual funds and became a do-ityourself investor focused on stocks with growing dividends. In a Me and My Money column in October, 2010, he outlined his approach. After years of outperforming the SandP/TSX 60 index, he sold his dividend stocks in early 2015 and bought index funds.

ME AND MY MONEY

THOMAS LOTTOccupation Investment firm partnerThe portfolio Includes shares in Berkshire Hathaway Inc., Oracle Corp., Raymond James Financial Inc., Cedar Fair LP and Extendicare Inc.The investor Thomas Lott has worked for many years as a portfolio manager within the financial industry. He is a committed value investor who has ''read everything written by, or about, Warren Buffett, David Einhorn and Howard Marks.''

ME AND MY MONEY

NIGEL D'SOUZAOccupation Hedge fund administrationThe portfolioIncludes short positions in the Canadian banks and Tesla Motors Inc.; long positions in gold mining companies and Smith and Wesson Holding Corp.

ME AND MY MONEY

DAVID ZANONIOccupation Operations supervisorThe portfolioIncludes mutual funds and shares in Apple Inc., Facebook Inc. and McDonald's Corp.The investorBesides managing his own investments, David Zanoni publishes stock analyses online.

ME AND MY MONEY

MARTIN HOFFOccupation Student and entrepreneurThe portfolio Altius Minerals Corp., Eurasian Minerals Inc., Ligand Pharmaceuticals Inc., Alaris Royalties Corp., Freehold Royalties Ltd. and Franco-Nevada Corp.The investor Martin Hoff is a student and fledgling entrepreneur preparing to open a craft-beer store. A few years ago, he began investing in junior-mining companies. The result was ''substantial losses.''

ME AND MY MONEY

SHERIF SAMY, 30OccupationFinancial analystThe portfolioIncludes exchange-traded funds (ETFs) and shares in various companies such as RioCan Real Estate Investment Trust, BlackBerry and Tweed Marijuana.The investor

ME AND MY MONEY

CAROLINE CAKEBREADOccupationEditor, Canadian Investment ReviewThe portfolioMainly exchange-traded funds (ETFs) and index fundsThe investorCaroline Cakebread edits the Canadian Investment Review, a publication for institutional investors. She also writes on money issues for Chatelaine Magazine and runs a consulting company that provides services to financial institutions. As if that was not enough, she just co-authored a book on the assetbacked commercial-paper crisis of 2007 and 2008.

ME AND MY MONEY

GREG MERRITHEW, 60Occupation Insurance claims adjusterThe portfolio Shares in companies with growing dividends, including BCE Inc., Genworth MI Canada Inc., CocaCola Co. and McDonald's Corp.; also owns shares in companies operating in Canada's north, including North West Co. Inc. and Northern Property REIT.

ME AND MY MONEY

NILANJAN ROY, 27OccupationFinancial analystThe portfolioIncludes Intel Corp., Walt Disney Co., Lenovo Group Ltd., Cogeco Cable Inc. and Yellow Media Ltd.The investorNilanjan Roy has both an MBA in finance and an engineering degree. His ''financial modelling and strategic analysis'' skills come in handy when assessing investment opportunities. He is particularly interested in the technology, media and telecommunications (TMT) industries, where his work experience has provided him with ''a good understanding of TMT business models.''

 

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