May 2008 – Chris Guthrie, President and CEO of Hillsdale Investment Management Inc., announced today that Hillsdale has officially launched its in-house Institutional Investment Services team following the recent addition of Harry Marmer, Executive Vice-President, Institutional Investment Services. This culmination of a multi-year process marks the end of Hillsdale's relationship with Twenty First Century Investments Inc., an independent investment management marketing organization that has been under contract to Hillsdale since June 2003"..... [more]

March 2008 – Mention a 130/30 fund - as we did this week with the news JP Morgan had signed up its first pension fund, which agreed to ante up US$100-million - and what follows is the news that at least five other providers are also offering the same product. The 130/30 strategies - in effect where the manager is 130% long a basket of stocks and 30% short a different basket - "is where the alternative manager can pitch the core [mandate] into the core because it uses the benchmark and it's where managers bring all their portfolio construction skills,"..... [more]

Feb 2008 – With recession fears in the US; rumours of possible downgrades of bond insurers; and return expectations dampened after the January 2008 sell-off, it is time to review the longer term perspective for equities. Today, in both Canada and the US, equity risk premiums are at their highest level of the past 40 years implying that a great deal has been discounted. On a cash and earnings yield basis, equities offer excellent returns compared to T-Bills and Bonds...... [more]

February 2008 – Hillsdale Investment Management is pleased to announce that Harry Marmer has joined the firm as Executive Vice President, Institutional Investment Services and Partner. Mr. Marmer will work directly with investors and consultants to provide investment strategies tailored to their core needs and requirements. Mr. Marmer will also play a key role as a senior member of Hillsdale's management committee, having direct input into the strategic direction of the firm..... [more]

February 2008 – Hillsdale Investment Management announced today that Dr. Taha Jaffer has joined the firm as Director of Research. Dr. Jaffer will lead the firm in critical areas including global risk management as well as provide further advancements in strategy optimization and portfolio construction. Dr. Jaffer will also be a senior member of Hillsdale's portfolio management team and will contribute his knowledge of option valuation and trading to the management of Hillsdale's Canadian Market Neutral Equity Fund. Prior to joining Hillsdale, Dr. Jaffer worked for five years at Northwater Capital Management serving as Vice President, Research and Hedge Fund Investments..... [more]

January 2008 – Over the past 8 months, lower commodity prices and a higher currency have negatively affected Canadian corporate earnings. Barring a move into over-valued territory or a significant reduction in short term interest rates, the prospect for the sixth consecutive year of increase in multiple on the TSX Composite Index are muted. In US, despite the weak domestic economy and the negative Subprime effect, a weak US dollar will lead to significantly increased revenue for a majority of firms in the S&P 500 which have foreign sales that account for 30% or more of total sales. Globally, we continue to see strong economic fundamentals driven by emerging markets... [more]

November 2007 – Hillsdale announced the launch of a Canadian Completion Equity strategy benchmarked to the recently introduced S&P/TSX Completion Index. This active long-only strategy was developed specifically for institutional investors seeking an additional source of alpha in the Canadian small-mid cap universe to complement their large cap exposure. "With breadth of over 200 names and almost three times the liquidity of the existing TSX and BMO-NB small cap indices, the new index is fully investable and appropriate for institutional-size mandates. We hope the strategy will attract investors and consultants who have been frustrated in their search for small cap managers with sufficient capacity to make an impact on overall portfolio performance" says Chris Guthrie, President and CEO of Hillsdale...[more]

September 28, 2007 – The Canadian stock market still has legs, but investors should not expect the robust double-digit returns of recent years that have been fuelled by rising commodity prices and takeovers, says hedge fund manager Arun Kaul. "We are still in an upward trend," said Mr. Kaul, a portfolio manager with Toronto-based Hillsdale Investment Management Inc. "We are in the later stages of the business cycle so earnings growth is starting to slow down," he said in an interview...[more]

August, 2007 – Hillsdale Investment Management today appointed Johnny Quigley as Vice President, Institutional Business Development for Quebec. Mr. Quigley recently served for six years as the Director of Investments at the $1.4 billion Lucie and Andre Chagnon Foundation. Fully bilingual, Mr. Quigley will be based in Montreal and service Hillsdale's existing and new public and private institutional clients and their consultants... [more]

February 2007 – Mr. Guthrie spoke on the topic of "US Small Cap Equities: The Ultimate Single Country Universe for Active Equity Management". For the first time in 20 years the US small cap market combines higher growth, lower valuation, lower risk and larger breadth than the Canadian equity market... [more]