GLC Asset Management

Mid-cap companies tend to be less well-known than their dominant large-cap peers, making in-depth and in-house research and analysis a must. That’s where GLC’s disciplined and well-defined investment processes come in – there are no shortcuts to the hard work of research and deep analysis if you want to find the most attractive opportunities to hold.  Chris Lane, VP and Bryan Shearer, VP and lead portfolio manager of GLC’s Mid Cap Canadian Equity portfolio add more detail to the types of holdings held within the portfolio in GLC’s podcast: GLC’s Mid Cap Canadian equity portfolio – delivers strong returns, a compelling growth outlook and strong diversification. 

This portfolio invests primarily in U.S. and Canadian companies with strong growth prospects in science and technology related sectors. These growth companies rapidly evolve in today’s marketplace. In short, they are “companies that have changed the world, and companies that are about to change the world!”   Amin Barakat, VP and portfolio manager Martin Rose, VP Equities, add more detail to the types of holdings held within the portfolio today in GLC’s podcast:  GLC’s Science and Tech portfolio – finding growth opportunities through innovation.

Another record breaker as the day WTI (North America’s most common measure for the price of oil) fell $50 in 2 hours. Listen to GLC’s latest podcast for insights into oil prices.

Brent Joyce, Chief Investment Strategist for GLC, shares his perspective on recent market volatility and events surrounding COVID-19 

Listen to Ron Hanson and Patricia Nesbitt give their insights into market volatility and how the coronavirus is effecting investments.

Hear about market volatility as Brent Joyce discusses equity and bond markets, market corrections and how events like the coronavirus can affect market volatility.

Not all fixed income is the same, having a sophisticated, diverse mix of fixed income in the asset allocation portfolios is important, especially in the more conservative end of the risk spectrum.  Listen to Susan Spence, Vice-President of Portfolio Solutions Group discuss Q1 2019 markets and the sophisticated mix of fixed income in the Conservative, Moderate and Balanced asset allocation portfolios that PSG manages.

While we’ve espoused for more than a year that we feel risks are rising due to the prolonged nature of the current market cycle expansion (i.e. the old age of this bull market), it’s also true that, historically, the tail-end of bull markets have been marked by outsized equity market gains.

Is the Chinese economy ready to fly again? Will the U.S. be aligned or at odds with China’s economic and market outlook?

It happened – the dreaded ‘inverted yield curve’. Late in March, financial media lit up with word the yield curve had ‘inverted’. Market pundits hit the air to issue dire warnings for days ahead. So, what’s the big deal?

Ron Hanson, President and CIO of GLC, discusses Responsible Investing (RI) and the integration of Environmental, Social and Governance (ESG) factors into the selection and management of investments.

Hear Portfolio Managers Patricia and Dylan highlight what makes their team and investment approach unique, and how that translates into strong performance over the long run.

Dale highlights how his process focuses on helping investors make money, and – just as importantly – on helping them keep what they have. The fund’s broad exposure to the Canadian bond market offers a ‘no surprises’ approach because investors rarely like to see surprises when it comes to their fixed-income holdings. 

Listen to Susan Spence, Vice-President of Portfolio Solutions Group discuss the importance of diversification in asset allocation funds and how it can add value in volatile markets.

On this podcast, Chris Lane sat down with Brent Joyce to review how the market performed in 2018 and what to consider for 2019.

Listen to Susan Spence, Vice-President of Portfolio Solutions Group discuss active management and capital preservation in volatile Q3 markets with asset allocation funds.

Susan Spence, Vice-President of Portfolio Solutions Group discuss how PSG incorporates consideration to environmental, social and governance (known as “ESG”) factors on an ongoing basis and in a defined manner as part of PSG’s decision making in managing the asset allocation funds.

GLC’s Brad Cann, vice-president and portfolio manager, joins Ashike Akbar on the Fund Manager Podcast to discuss the Canadian Concentrated Pure Dividend portfolio and the approach that Laketon Investment Management takes when managing this mandate.

Listen to Susan Spence, Vice-President of Portfolio Solutions Group discuss Q2 and long term performance of the PSG managed funds.

Brent Joyce joins the podcast to talk about GLC's Mid-Year Capital Market Outlook and what to consider for the rest of 2018.

Hear from Brent Joyce, Chief Investment Strategist, about how the late stages of market cycles can be difficult for investors to navigate. He shares his market views and investment insights to help keep your investment plans (and focus) moving forward.

Hear from GLC’s Susan Spence, VP of Portfolio Solutions, about how the performance shined for PSG managed asset allocation funds in Q1, 2018.

GLC’s Susan Spence talks the importance of responsible investing and updates how asset allocation funds performed at the end of 2017.