Stable, but Impressive

In its early years it was a heady fund with remarkable returns. Over time, it has tamed down and left those brash ways but delivered. It has outperformed the category average 13 years (out of 16) of its existence. Over the past 15 years, it has delivered an annualized return of 26 per cent. A feat that majority of pure equity funds have failed to achieve. This fund takes a go-anywhere approach where market cap is concerned. In 2009 and 2010, the portfolio g

This article was originally published on June 26, 2012.