Explore the role of value managers in equity portfolios, focusing on identifying undervalued stocks through fundamental analysis. Understand the characteristics of value stocks, the risks involved, and how Canadian financial regulations impact value investing.
Explore the potential drawbacks of investing in managed products, including lack of transparency, liquidity constraints, high fees, volatility of returns, and tax complications. Learn how these factors impact investment decisions within the Canadian financial landscape.
Explore the intricacies of event-driven strategies in finance, focusing on mergers, acquisitions, restructurings, and bankruptcies. Understand the risks and rewards, and learn how to navigate these opportunities within the Canadian financial landscape.
Explore the disadvantages of closed-end funds, including trading outside of NAVPS, lower liquidity, and potential high transaction fees. Learn how these factors impact investment decisions in the Canadian market.
Explore the disadvantages of listed private equity, including illiquidity, dependence on managerial expertise, volatility, and concentration risk, with a focus on the Canadian financial landscape.
Explore the disadvantages of investing in Labour-Sponsored Venture Capital Corporations (LSVCCs), including high-risk investments, complex redemption rules, and higher management expense ratios.
Explore the intricacies of convertible bonds and debentures, including conversion privileges, market behavior, and investment strategies within the Canadian financial landscape.
Explore the intricate processes of acquiring, holding, and selling equity investments, including trading strategies like margin buying and short selling, and understand the associated risks and benefits.
Explore the intricacies of equity transactions, including cash and margin accounts, long and short positions, and trading procedures in the Canadian market.