a subsidiary of Purpose Investments Inc.

INSIGHTS & THOUGHT LEADERSHIP

REDWOOD BLOG | Jan 22, 2018

Growth vs Value & Your Age

Growth vs Value & Your Age Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata It should not be lost on investors that in 2017 the S&P 500 Growth Index outperformed the S&P 500 Value Index by 13% (+25.4% vs +12.6%). These two style indices essentially break down the S&P 500 constituents based on either having […]

REDWOOD BLOG | Jan 15, 2018

Managing your biases

Managing your biases Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata If you had to analyze every decision you make on a given day, you probably wouldn’t get much done. You might not even make it to work. Once awake, analyzing whether you should brush your teeth first, then shower then shave or change the […]

REDWOOD BLOG | Jan 8, 2018

Stars Remain Aligned

Stars Remain Aligned Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata This is an excerpt from our upcoming Redwood Core Income Investor letter which will be published and distributed this week. Market returns in 2017 were rather stellar. Canada enjoyed a strong 2nd half while many global markets saw steady positive returns throughout the year. […]

REDWOOD BLOG | Dec 21, 2017

Keeping up with the Index, and other Quixotic pursuits

By Edward Lam, Lead Fund Manager There is a beautiful passage in a translation of J. Borges’ Pierre Menard, Author of the Quixote, which comes after a succession of other beautiful passages: There is no exercise of the intellect which is not, in the final analysis, useless. A philosophical doctrine begins as a plausible description […]

REDWOOD BLOG | Dec 19, 2017

Video: Fund DNA: An introduction to Redwood Emerging Markets Dividend Fund

Edward Lam, portfolio manager at Somerset Capital Management and subadvisor to Redwood Emerging Markets Dividend Fund, discusses the Fund’s investment process, and why he uses a dividend-growth strategy to invest in emerging markets.

REDWOOD BLOG | Dec 19, 2017

Video: Outlook for Emerging Markets

Edward Lam, portfolio manager at Somerset Capital Management and subadvisor to Redwood Emerging Markets Dividend Fund provides an outlook on emerging markets, and why he thinks we are entering a long-term emerging markets bull market.

REDWOOD BLOG | Dec 19, 2017

Video: Dividend Investing in Emerging Markets

Edward Lam, portfolio manager at Somerset Capital Management and subadvisor to Redwood Emerging Markets Dividend Fund, discusses the characteristics of an ideal dividend-paying company in emerging markets, and why it can pay to be a contrarian.

REDWOOD BLOG | Dec 18, 2017

The Anatomy of a Bubble

The Anatomy of a Bubble Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata Stock market bubbles don’t grow out of thin air. They have a solid basis in reality, but reality as distorted by misconception. – George Soros With the rapid rise of the price of bitcoin and other crypto currencies, the talk of bubbles […]

REDWOOD BLOG | Dec 11, 2017

Performance Chasing

Performance Chasing Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata The most prevalent disclaimer in the investments world goes something like this – “past performance may not be repeated”. If you don’t believe us, just read the disclaimer at the end of this report. Despite the prevalence of this disclaimer, investors often place the lion’s […]

REDWOOD BLOG | Dec 5, 2017

Profiting from Investor Misbehaviour

Profiting from Investor Misbehaviour Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata All investors make errors which can often be traced back to a behavioural bias or emotional mistake. If under certain circumstances these mistakes are systematic, then it is not a stretch to believe we can develop systematic strategies to profit from them. After […]