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Mutual Fund News


Special to The Globe and Mail



Founding member and vice-president of Rethink Breast Cancer

The portfolio

Edgepoint Global Portfolio, BMO Canadian Quantitative Model, Mackenzie Cundill Value and AGF Canadian Resources Fund.

The investor

Alison Gordon is an executive with Rethink Breast Cancer, a charity that targets the needs of under-40 women whose lives have been affected by breast cancer.

How she invests

Ms. Gordon has found an adviser she can trust, and is comfortable with relying on his recommendations. She likes that he has done the research and is knowledgeable about her investments. "It is nice that my adviser will give me a shout if he knows my latest statement is going to be alarming. My adviser reminds me we are in this for the long haul."

Best move

Her best move was investing in the AGF Canadian Resources Fund. "I invested when resource prices were very low, and while it's given back some gains over the last year, I'm still up on it."

Worst move

"I had money with Brandes [Investment Partners] for a number of years in their Global Equity Fund. It did well at first but then it started underperforming and I was a little too patient waiting for them to return to form - never happened!"


"My advice to other investors with limited knowledge and funds would be to find someone you can trust who knows what they are doing and listen to them."

Want to share your strategies?E-mail

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