by foyston | Apr 19, 2024 | Strategy News, Thought Leadership
On April 16, RBC announced the redemption of a series of preferred shares. In this paper, we explain this redemption in the context of the marketplace’s confusion about capital structure regulations. The conclusion: active management is an essential component of...
by foyston | Feb 26, 2024 | Strategy News, Thought Leadership
In recent years, stock market returns have been increasingly dominated by a handful of large-cap growth-oriented companies while small-cap stocks have struggled. This phenomenon is not new. In this paper, we explain why an allocation to actively managed small-cap...
by foyston | Jan 31, 2024 | Strategy News
Today is the day we celebrate the FGP Balanced Fund’s 30th anniversary. Between January 31, 1994, and December 31, 2023, by following a rigorous and disciplined investment process, this Fund achieved an annualized performance of 8.2% before fees. According to...
by foyston | May 29, 2022 | Strategy News, Videos
In our latest Foyston for Thought video, Andrew Acuoin, Vice-President & Portfolio Manager – International Equities, talks about how our investment process aims to build resilient portfolios during periods of uncertainty....
by foyston | Jan 11, 2021 | Strategy News, Videos
In our latest Foyston For Thought video, Stephen Mitchell, Senior Vice President & Portfolio Manager – Global Equities, explains the concept of a Dream Team in FGP’s investment process. ...
by foyston | Jun 4, 2020 | Strategy News
Long-term investing in value stocks has produced better returns than investing in growth stocks, historically. However, in recent years, this has not been the case. Does that mean value investing no longer works?