Invesco Canada blog

Insights, commentary and investing expertise

Good news in volatile times


January 28, 2016
Subject | Active management | Trimark

As markets continue to fall, let me reiterate my belief that fundamental, bottom-up research works. Not every day, but over time. The patience of our investment process was rewarded last week when Toronto-based Capstone Infrastructure Corp.(CSE) agreed to be bought by iCON Infrastructure Partners (a private equity infrastructure fund) for $4.90 per share in cash – a 44% premium to market close on January 19, the day before the announcement, and up 61% from before word of a possible deal leaked.1

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Six degrees of small caps


August 6, 2014
Subject | Active management | Trimark

If you work in the small-cap space long enough, you begin to experience Kevin Bacon’s six degrees of separation concept1. In this case, it’s my investments in Trimark Canadian Small Companies Fund that are linked in some way to other investments within the small-cap universe. I have been managing Canadian small caps for over three years, so I would like to share an example of this network effect and how it has benefited the Fund.

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