In this manager conversation, Sightline Wealth Management’s Warren Gerow speaks with Jeff Sayer, the vice president and portfolio manager at Ninepoint Partners who oversees global equity, infrastructure and real estate investment strategies for the firm. During their conversation, Sayer introduces the brand-new Ninepoint Focused Dividend Fund and explains how it can potentially provide consistent income and capital appreciation for its investors using a concentrated portfolio of high-quality companies, regardless of if we are in a bull or bear market.
Some of the specific topics Gerow and Sayer address include:
- A comprehensive overview of the fund
- The fund’s quality-value investment process and philosophy
- Why the fund’s largest holding is Microsoft despite the current environment
- Insights into the fund’s global holdings
- Why the fund is focused on fundamental investing strategies now and moving forward
- Current outlook for the oil sector and how it impacts the fund’s allocations
- The benefits for Canadian investors to have exposure to the U.S. dollar over time
- The fund’s biggest success to date
Throughout the conversation, Sayer emphasizes how the fund is positioned in a manner to provide potential constant, solid returns for years to come.
As always, if you have any questions regarding this conversation or are interested in allocating towards the Ninepoint Global Real Estate Fund or the Ninepoint Global Infrastructure Fund, please do not hesitate to contact us. Also, make sure to listen to Sayer’s previous conversation here for an update on the Ninepoint Global Real Estate and Ninepoint Global Infrastructure Fund.
Warren Gerow is an independent investment wealth consultant at Sightline Wealth Management.
Sightline Wealth Management LP (“Sightline”) is an investment dealer and is a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). Sightline provides management and investment advisory services to high-net-worth individuals and institutional investors primarily through fee-based accounts.
Sightline Wealth Management LP is a wholly owned subsidiary of Ninepoint Financial Group Inc. (“NFG Inc.”). NFG Inc. is also the parent company of Ninepoint Partners LP, it is an investment fund manager and advisor and exempt market dealer. By virtue of the same parent company, Sightline is affiliated with Ninepoint Partners LP. Information and/or materials contained herein is for information purposes only and does not constitute an offer to sell or solicitation to purchase securities of any issuer or any portfolio managed by Sightline Wealth Management or Ninepoint Partners, including Ninepoint managed funds.
Sightline Wealth Management (“Sightline”) makes every effort to ensure that the information has been derived from sources believed to be reliable and accurate. However, Sightline assumes no responsibility for any losses or damages, whether direct or indirect, which arise out of the use of this information. Sightline is not under any obligation to update or keep current the information contained herein. The information should not be regarded by recipients as a substitute for the exercise of their own judgment. Past performance is not indicative of future performance. Please speak to your Advisor regarding the suitability of information provided in this article for you. The opinions, estimates, projections and/or recommendations contained in this document are those of the author as of the date hereof.