EdgePoint Wealth Management

EdgePoint Wealth Management
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Podcast by EdgePoint Wealth Management

  1. Oct 19

    Pieces of wisdom

    This quarter, Tye Bousada shares some of the investment lessons he's learned over the years that he believes could benefit advisors and end investors. *** Portfolio performance as at September 30, 2026. Annualized total returns, net of fees (excluding advisory fees), in C$ EdgePoint Global Portfolio, Series F – Since inception (Nov. 17, 2008): 13.68%, 15-year: 13.51%, 10-year: 10.10%, 5-year: 10.59%, 3-year: 16.24%, 1-year: 16.19%, YTD: 11.66%. EdgePoint Canadian Portfolio, Series F – Since inception (Nov. 17, 2008): 13.76%, 15-year: 12.71%, 10-year: 12.63%, 5-year: 15.41%, 3-year: 17.21%, 1-year: 3.35%, YTD: 2.71%. Returns greater than one year are annualized. Series F is available to investors in a fee-based/advisory fee arrangement and doesn’t require EdgePoint to incur distribution costs in the form of trailing commissions to dealers. For more information regarding this podcast, please visit the EdgePoint website at edgepointwealth.com/article/Q3-2026-edgepoint-podcast/. *** This podcast is intended as general information only and is not to be relied upon as legal, financial or professional advice. A professional advisor should be consulted regarding your specific situation. It is also not an offer to sell or purchase EdgePoint investment funds.Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. This is not an endorsement or recommendation of any security. EdgePoint Investment Group may be buying or selling positions in securities mentioned. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by EdgePoint Investment Group. This podcast contains certain statements that may be deemed forward-looking. Please note that any such statements are not guarantees of any future performance results and the actual results or market developments may differ materially from these statements. The whole or any parts of this podcast may not be reproduced, copied, transmitted, or disclosed to third parties without the consent of EdgePoint Investment Group. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at edgepointwealth.com/disclaimers/.

  2. Jul 21

    Tighter credit spreads, same underwriting discipline

    Investment Team member Tracey Chen talks about her Q2 2026 commentary with relationship manager Sydney Campbell. They discuss the importance of having a consistent credit process regardless of market conditions. Related commentary: https://edgepointwealth.com/article/Q2-2026-credit-commentary/ __________ This podcast is intended as general information only and is not to be relied upon as legal, financial or professional advice. A professional advisor should be consulted regarding your specific situation. It is also not an offer to sell or purchase EdgePoint investment funds. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. This is not an endorsement or recommendation of any security. EdgePoint Investment Group may be buying or selling positions in securities mentioned. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by EdgePoint Investment Group. This podcast contains certain statements that may be deemed forward-looking. Please note that any such statements are not guarantees of any future performance results and the actual results or market developments may differ materially from these statements. The whole or any parts of this podcast may not be reproduced, copied, transmitted, or disclosed to third parties without the consent of EdgePoint Investment Group. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at edgepointwealth.com/disclaimers/

  3. Jul 21

    Why did your cash balance almost hit 2.5% despite the market being at all-time highs?

    Investment Team member Jason Liu talks about his Q2 2026 commentary with relationship manager Sydney Campbell. They discuss how we've taken opportunities to upgrade the Global Portfolio despite market valuations being at all-time highs. Related commentary: https://edgepointwealth.com/article/Q2-2026-edgepoint-commentary/ __________ This podcast is intended as general information only and is not to be relied upon as legal, financial or professional advice. A professional advisor should be consulted regarding your specific situation. It is also not an offer to sell or purchase EdgePoint investment funds. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. This is not an endorsement or recommendation of any security. EdgePoint Investment Group may be buying or selling positions in securities mentioned. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by EdgePoint Investment Group. This podcast contains certain statements that may be deemed forward-looking. Please note that any such statements are not guarantees of any future performance results and the actual results or market developments may differ materially from these statements. The whole or any parts of this podcast may not be reproduced, copied, transmitted, or disclosed to third parties without the consent of EdgePoint Investment Group. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at edgepointwealth.com/disclaimers/

  4. Apr 22

    The benefits of being different - 1st quarter, 2026

    Investment Team members Sydney Van Vierzen and Steven Lo talk about their Q1 2026 commentaries with Relationship Manager Alex Gramegna. They cover the ways that the EdgePoint Investment Team is structured to avoid biases, the work they do every day to be ready for volatility and so much more. Related commentaries: Sydney Van Vierzen - https://edgepointwealth.com/article/Q1-2026-edgepoint-commentary/ Steven Lo - https://edgepointwealth.com/article/Q1-2026-credit-commentary/ __________ This podcast is intended as general information only and is not to be relied upon as legal, financial or professional advice. A professional advisor should be consulted regarding your specific situation. It is also not an offer to sell or purchase EdgePoint investment funds. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. This is not an endorsement or recommendation of any security. EdgePoint Investment Group may be buying or selling positions in securities mentioned. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by EdgePoint Investment Group. This podcast contains certain statements that may be deemed forward-looking. Please note that any such statements are not guarantees of any future performance results and the actual results or market developments may differ materially from these statements. The whole or any parts of this podcast may not be reproduced, copied, transmitted, or disclosed to third parties without the consent of EdgePoint Investment Group. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at edgepointwealth.com/disclaimers/

  5. Jan 23

    Managing uncertainty - 4th quarter, 2025

    Investment Team members Frank Mullen and Claire Thornhill discuss their Q4 2025 commentaries with relationship manager Ryan Hatch. They talk about the lessons they've learned, the benefits of our Investment Team's structure and more. Related commentaries: Claire Thornhill - https://edgepointwealth.com/article/Q4-2025-edgepoint-commentary/ Frank Mullen - https://edgepointwealth.com/article/Q4-2025-credit-commentary/ __________ This podcast is intended as general information only and is not to be relied upon as legal, financial or professional advice. A professional advisor should be consulted regarding your specific situation. It is also not an offer to sell or purchase EdgePoint investment funds. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. This is not an endorsement or recommendation of any security. EdgePoint Investment Group may be buying or selling positions in securities mentioned. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by EdgePoint Investment Group. This podcast contains certain statements that may be deemed forward-looking. Please note that any such statements are not guarantees of any future performance results and the actual results or market developments may differ materially from these statements. The whole or any parts of this podcast may not be reproduced, copied, transmitted, or disclosed to third parties without the consent of EdgePoint Investment Group. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at edgepointwealth.com/disclaimers/

  6. 10/22/2025

    Dare to be different – 3rd quarter, 2025

    Investment Team member Jeff Hyrich talks about his Q3 2025 commentary with relationship manager Sarah Ford. They cover a lot of things that couldn't make it into the commentary, such as expanding on our investment approach to, of course, some thoughts on A.I. ____________ Text: https://edgepointwealth.com/article/Q3-2025-edgepoint-commentary/ Sources:https://edgepointwealth.com/article/Q3-2025-edgepoint-commentary/#the-more-things-change ____________ This podcast is intended as general information only and is not to be relied upon as legal, financial or professional advice. A professional advisor should be consulted regarding your specific situation. It is also not an offer to sell or purchase EdgePoint investment funds. Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. This is not an endorsement or recommendation of any security. EdgePoint Investment Group may be buying or selling positions in securities mentioned. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by EdgePoint Investment Group. This podcast contains certain statements that may be deemed forward-looking. Please note that any such statements are not guarantees of any future performance results and the actual results or market developments may differ materially from these statements. The whole or any parts of this podcast may not be reproduced, copied, transmitted, or disclosed to third parties without the consent of EdgePoint Investment Group. Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at edgepointwealth.com/disclaimers/

  7. 04/25/2022

    The perfect storm – EdgePoint fixed income update

    On April 13, 2022, Portfolio managers Frank Mullen and Derek Skomorowski discussed how they believe the fixed income environment is changing and why investors' fixed income portfolios shouldn't be based on what worked in the past. Presentation date/ recorded on: April 13, 2022. Webinar playback: https://edgepoint.hubs.vidyard.com/watch/tkBgMcsXBD6WWeJHdJo3zP? Supporting material/ disclaimers: https://assets.ctfassets.net/kq9jrkvln56p/bsIXpPVOqbWsKPrAOXljs/6be74785639b73fd2992e9fd179d37dd/Fixed_income_webinar_-_2022-04-13__Investor_use_.pdf Returns: As at March 31, 2022. Total returns, net of fees in C$. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A. EdgePoint Global Portfolio (EPGP) YTD: -6.63%; 1-year: 0.42%; 3-year: 4.07%; 5-year: 6.10%; 10-year: 11.51%; since inception: 12.88%. MSCI World Index YTD: -6.21%; 1-year: 9.44%; 3-year: 12.43%; 5-year: 10.96%; 10-year: 13.38%; since inception: 12.24%. EdgePoint Canadian Portfolio (EPCP) YTD: 3.16%; 1-year: 27.40%; 3-year: 15.04%; 5-year: 8.78%; 10-year: 9.55%; since inception: 12.29%. S&P/TSX Composite Index YTD: 3.82%; 1-year: 20.19%; 3-year: 14.15%; 5-year: 10.34%; 10-year: 9.08%; since inception: 10.31%. EdgePoint Global Growth & Income Portfolio (EPGIP) YTD: -4.51%; 1-year: 1.17%; 3-year: 3.71%; 5-year: 5.13%; 10-year: 9.13%; since inception: 10.62%. 60% MSCI World Index / 40% ICE BofA Canada Broad Market Index YTD: -6.40%; 1-year: 3.88%; 3-year: 7.68%; 5-year: 7.29%; 10-year: 9.07%; since inception: 8.96%. EdgePoint Canadian Growth & Income Portfolio (EPCIP) YTD: 1.55%; 1-year: 16.85%; 3-year: 11.05%; 5-year: 7.14%; 10-year: 8.08%; since inception: 10.23%. 60% S&P/TSX Composite Index / 40% ICE BofA Canada Broad Market Index YTD: -0.48%; 1-year: 9.93%; 3-year: 8.79%; 5-year: 7.01%; 10-year: 6.60%; since inception: 7.88%. Our portfolio benchmarks: EPGP: MSCI World Index is a broad-based, market-capitalization-weighted index comprising equity securities available in developed markets globally. The index was chosen for being a widely used benchmark of the global equity market. EPCP: S&P/TSX Composite Index is a market-capitalization-weighted index comprising the largest and most widely held stocks traded on the Toronto Stock Exchange. The index was chosen for being a widely used benchmark of the Canadian equity market. EPGIP: 60% MSCI World Index/40% ICE BofA Canada Broad Market Index. ICE BofA Canada Broad Market Index tracks the performance of publicly traded investment-grade debt denominated in Canadian dollars and issued in the Canadian domestic market. The blended benchmark was chosen because the MSCI World Index is a widely used benchmark for the global equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. EPCIP: 60% S&P/TSX Composite Index/40% ICE BofA Canada Broad Market Index. The blended benchmark was chosen because the S&P/TSX Composite Index is a widely used benchmark of the Canadian equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. Why our performance may differ from our benchmarks: We manage our Portfolios independently of the indexes we use as long-term performance comparisons. Differences including security holdings and geographic/sector allocations may impact comparability and could result in periods when our performance differs materially from the index. Additional factors such as credit quality, issuer type and yield may impact fixed-income comparability from the index. Disclaimers:
 Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at edgepointwealth.com/disclaimers/

  8. 04/18/2022

    Why we can stay calm in the face of uncertainty – 1st quarter, 2022

    This quarter, Investment team member George Droulias discusses why our investment approach helps us stay calm during uncertain times. Text: https://edgepointwealth.com/article/why-we-stay-calm-in-the-face-of-uncertainty-1st-quarter-2022/ Sources: https://edgepointwealth.com/article/why-we-stay-calm-in-the-face-of-uncertainty-1st-quarter-2022/ Returns: As at March 31, 2022. Total returns, net of fees in C$. Returns for periods over one year annualized. Since inception returns since EdgePoint Portfolio inception (November 17, 2008). All Series A. EdgePoint Global Portfolio (EPGP) YTD: -6.63%; 1-year: 0.42%; 3-year: 4.07%; 5-year: 6.10%; 10-year: 11.51%; since inception: 12.88%. MSCI World Index YTD: -6.21%; 1-year: 9.44%; 3-year: 12.43%; 5-year: 10.96%; 10-year: 13.38%; since inception: 12.24%. EdgePoint Canadian Portfolio (EPCP) YTD: 3.16%; 1-year: 27.40%; 3-year: 15.04%; 5-year: 8.78%; 10-year: 9.55%; since inception: 12.29%. S&P/TSX Composite Index YTD: 3.82%; 1-year: 20.19%; 3-year: 14.15%; 5-year: 10.34%; 10-year: 9.08%; since inception: 10.31%. EdgePoint Global Growth & Income Portfolio (EPGIP) YTD: -4.51%; 1-year: 1.17%; 3-year: 3.71%; 5-year: 5.13%; 10-year: 9.13%; since inception: 10.62%. 60% MSCI World Index / 40% ICE BofA Canada Broad Market Index YTD: -6.40%; 1-year: 3.88%; 3-year: 7.68%; 5-year: 7.29%; 10-year: 9.07%; since inception: 8.96%. EdgePoint Canadian Growth & Income Portfolio (EPCIP) YTD: 1.55%; 1-year: 16.85%; 3-year: 11.05%; 5-year: 7.14%; 10-year: 8.08%; since inception: 10.23%. 60% S&P/TSX Composite Index / 40% ICE BofA Canada Broad Market Index YTD: -0.48%; 1-year: 9.93%; 3-year: 8.79%; 5-year: 7.01%; 10-year: 6.60%; since inception: 7.88%. Our portfolio benchmarks: EPGP: MSCI World Index is a broad-based, market-capitalization-weighted index comprising equity securities available in developed markets globally. The index was chosen for being a widely used benchmark of the global equity market. EPCP: S&P/TSX Composite Index is a market-capitalization-weighted index comprising the largest and most widely held stocks traded on the Toronto Stock Exchange. The index was chosen for being a widely used benchmark of the Canadian equity market. EPGIP: 60% MSCI World Index/40% ICE BofA Canada Broad Market Index. ICE BofA Canada Broad Market Index tracks the performance of publicly traded investment-grade debt denominated in Canadian dollars and issued in the Canadian domestic market. The blended benchmark was chosen because the MSCI World Index is a widely used benchmark for the global equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. EPCIP: 60% S&P/TSX Composite Index/40% ICE BofA Canada Broad Market Index. The blended benchmark was chosen because the S&P/TSX Composite Index is a widely used benchmark of the Canadian equity market and the ICE BofA Canada Broad Market Index is representative of fixed-income opportunities consistent with the Portfolio’s mandate. Why our performance may differ from our benchmarks: We manage our Portfolios independently of the indexes we use as long-term performance comparisons. Differences including security holdings and geographic/sector allocations may impact comparability and could result in periods when our performance differs materially from the index. Additional factors such as credit quality, issuer type and yield may impact fixed-income comparability from the index. Disclaimers:
 Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Read our full disclaimer at https://edgepointwealth.com/disclaimers/

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About

Podcast by EdgePoint Wealth Management

Information

  • Creator
    EdgePoint Wealth Management
  • Years Active
    2021 - 2026
  • Episodes
    24
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    EdgePoint Wealth Management

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