Episode 11: A Conversation with Richard Usher Jones, Portfolio Manager at Canso Investment Counsel
Description
BULLWEALTH’s Managing Partner, Kevin Van Dyk, engages Richard Usher Jones, Portfolio Manager of Canso Investment Counsel, in a conversation on Canso’s investment process and philosophy. Both Kevin and Richard explore the world of fixed income and why Canso, over the past year, has achieved superior outperformance – Partly due to their conservative positioning prior to COVID-19 and then Canso’s decision to increase their high yield bond exposure throughout 2020. Kevin and Richard also discuss how Canso finds and values the bonds of the underlying companies they invests in.
Kevin Van Dyk, Managing Director at BULLWEALTH, engages Dr. Ian Mortimer, co-Portfolio Manager of the Guinness Global Equity Income Portfolio to discussed Guinness’ investment philosophy, process, and strategy, highlighting the team’s focus on identifying companies that have consistently grown...
Published 11/11/24
Randy Gunn, BULLWEALTH’s Vice President & Portfolio Manager, speaks with Jordan Matters, a Partner at Leyland & Matters Private Client Insurance Advisors. Jordan and his team advise successful business owners and entrepreneurs and high net worth families in helping them to protect and...
Published 09/27/24