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

March 2018 - A flood of cash?

February 2018 - Growth vs yield

January 2018 - Yes, it is different this time

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?

DM Quarterly Portfolio Commentaries

Each file below contains the written component of the performance reports sent to DM clients each calendar quarter