DM Monthly Reports
These one page pieces provide concise insight into topical investment issues, along with a review of recent activity in the DM Total Equity Portfolio
December 2017 - Including risk in the definition of performance
November 2017 - A rare green shoot on the scorched earth of retail
October 2017 - What will it take to jumpstart the TSX?
September 2017 - Staying on plan in uninspiring markets
Summer 2017 - Focus on intrinsic growth, let price follow
May 2017 - Most important economy grinds ahead, stocks follow
Interim Comment - Home Capital Group
April 2017 - How far could climbing interest rates go?
DM Quarterly Portfolio Commentaries
Each file below contains the written component of the performance reports sent to DM clients each calendar quarter