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