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The Reality of Investing - Presentation at the Mercer School of Pension Investment Management

Speaker: Chris Guthrie, President, CEO and Senior Portfolio Manager, Hillsdale Investment Management
Location: Hotel InterContinental, Toronto
Date: May 1, 2013

The Reality of Investing Today
Plus: Thoughts on How to Work With Good Managers

Topics discussed:

• The Reality of Investment Management Practices Today
• Recent History of Quant vs. Fundamental
• The Effect of a Changing Market
• How to Work with a Good Investment Manager

Summary

• The popular debate of quant vs. fundamental does not reflect the
reality.

• Quantitative methods are tools that all managers use today. They are
tools for improving learning, decision making and execution.

• When a method becomes a doctrine, it becomes dangerous. Both quant
and fundamental active managers are facing the “crowding” effect.
Both should learn from the past and understand the new market reality.

• All managers are facing a more complex and dynamic market.
Quantitative tools are important capabilities to have in this new normal.

• Investors should focus on working with good managers who are
innovative, research-oriented and motivated by learning and continuous
improvement. Interests should be aligned with performance-based fees.

For more information, download the attached presentation.