September 2015

Polaris Infrastructure – Large Discount to NAV, Attractive Return Potential Summary High IRR (30% – 50%) investment opportunity with near term catalysts. Fixed balance sheet and new management provide attractive risk / return profile. Should be near-term dividend payer. Editor’s Note: Polaris Infrastructure trades with much greater liquidity on the TSX under ticker PIF. Company: …

Article (Seeking Alpha) featuring a Goodwood Funds’ investment Read More »

Curt Cumming speaks at the World Alternative Investment Summit Conference

It’s a Recession – Now What? And what does that mean for client portfolios? The R-word. Two consecutive quarters of negative growth mean Canada is in recession. What does that mean for client portfolios? Real GDP contracted at an annual pace of 0.5% in the second quarter of the year, which followed a revised decline …

Chris Currie Comments Read More »