Insights

At Lysander Funds we strive to inform and educate Canadian investors. In this section you'll find resources that highlight the thinking of our Portfolio Managers.

Fulcra Commentary: Q1 2019

The high yield corporate bond market got out of the gates of 2019 like “The Stig”1 testing the 0 – 60 mph capabilities of a Tesla S. The first quarter performance of the ICE BofAML US…

Reduce Portfolio Risk & Discover Value in a Little-Known Area of the High Yield Bond Market

Ian Marthinsen, CFA, Portfolio Manager

The Holy Grail? Any investment professional can tell you about the “holy grail” of investing – an investment with great return potential and no risk. Unfortunately, as the saying goes, there are no free lunches. With…

Canso Corporate Bond Newsletter – 2019 March

It is hard to get excited about much these days. It is March and still cold outside. It is dark when the alarm sounds since we lost an hour of sleep when we recently “sprung forward”…

Lysander Announces Wind-up of Lysander-Roundtable Low Volatility Equity Fund

February 11, 2019 (Click Here for PDF) Lysander Funds Limited (Lysander) today announced its intention to wind up Lysander-Roundtable Low Volatility Equity Fund (the Fund), effective on or about April 30, 2019 (the Wind-Up Date). Effective…

Lysander-Slater Preferred Share Dividend Fund: 2018 Year End Update

Watch the above video to hear Doug Grieve, President of Slater Asset Management and Portfolio Manager of the Lysander-Slater Preferred Share Dividend Fund (Fund Code LYZ920), discuss the Fund’s performance in 2018.

Interest Rates are Rising: Floating Rate Notes Have Potential to Reduce the Volatility of a Bond Portfolio

Ian Marthinsen, CFA, Portfolio Manager

Top of the Bond Market? For Canadian bond investors, July 8th, 2016, may draw a parallel to what June 18th, 2008, was for Canadian equity investors – the top of the market. On July 8th, 2016,…