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Video: Small-Cap Equity Fund Update
Monday, 10 November, 2014
By Scott Ronalds Our Small-Cap Fund currently holds 15 stocks and is sitting on a fair amount of cash. Wil Wutherich, the manager of the fund, gives a rundown of its positioning in a recent discussion with Tom Bradley. Wil also provides some colour on the fund’s energy holdings and its best performing stock over the past two years (Badger Daylighting). And it wouldn’t be a thorough update without addressing valuations and a weak performer.(If you can’t see the video, click here.) Wil was in fine form on the day of shooting, so we kept the film rolling and updated our ‘Overview of Wutherich & Company’ video, which you can watch here. Management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns.
