About Faircourt Asset Management: Your Path to Prosperity
At Faircourt, each client is unique, each portfolio that we manage has its own unique objectives. We believe that managing your wealth involves customizing a solution that's best for your individual needs.
This podcast provides insights into our investment strategy, and how we build portfolios that combine the need for growth and the need for income to best meet our client's goals.
Each podcast will cover different topics that are both timely and informative to help you with your investment decisions.
Faircourt Asset Management Inc. is registered as an investment fund manager in the provinces of Ontario, Quebec and Newfoundland and Labrador. It is registered as a portfolio manager in the provinces of Ontario and British Columbia, and it is registered as an exempt market dealer in the provinces of Ontario and Alberta. The Ontario Securities Commission is the principal regulator of Faircourt Asset Management Inc.
Recalling the Rolling Stones Gimme Shelter lyrics "A storm is threatening". Investors may be looking for shelter from economic uncertainty, fears of recession and geopolitical risks in 2023. Doug Waterson, our Lead Portfolio Manager, managing Faircourt Gold Income Corp since 2007 shares his thoughts with you in our 5th Podcast of the Season.
31 Jan 2023
Time for an Investment Check Up
As we progress in 2023, have you considered the value of the investment advice you have been receiving. We would like to help. In our latest episode, we outline our macro view along with some helpful tips to re-position your investment portfolio.
8 Dec 2022
Where To Go Next?
In part two of "tax loss selling" we discuss where to deploy capital given the changing macro economic environment. What worked in 2020-21 is different from what will work in 2023. Have a listen.
23 Nov 2022
Tax Loss Selling Pt 1 - We are not in Kansas Anymore!
The Faircourt Team discusses the benefits of Tax Loss Selling. As part of our discussion we look at what to do with the proceeds given that we are in a very different interest rate environment and a slowing economy.
3 Nov 2022
Re-Visiting Growth Equity
Season 2 kicks off with a discussion of Growth Equity, that segment of Private Equity 3 yrs prior to a company going public. There is significant upside, and now with 2022 equity market adjustments, great opportunities for a "down round" where additional provisions flow to investors.
11 Feb 2021
A Golden Opportunity in 2021
In our latest podcast, our Lead Portfolio Manager Doug Waterson and I explore precious metals, how our Fund, Faircourt Gold Income Corp performed in 2020 and what we see in 2021. We also feature a few companies in our portfolio that look to do well in 21 even with a range bound gold environment.
26 Jan 2021
Let's Kick it Up a Notch: Prospects for 2021
In our latest podcast, our lead Portfolio Manager for North American Equities Christopher Panagopoulos joins me to discuss key themes from 2020 and what he sees in 2021. The best way to introduce our approach is through a Warren Buffet quote…"Beware the investment activity that produces applause; the great moves are usually greeted by yawns.”
11 Jan 2021
Georgia On My Mind
The results of the Georgia Senate Run-Off have significant implications for US Cannabis and Multi-State Operators (MSO's). In our first podcast of the new year, we discuss implications for another strong year in US Cannabis.
31 Aug 2020
Weeding Out The Good From The Bad in Canadian Cannabis
We received a lot of positive feedback from our recent US Cannabis focused podcast. We appreciate your comments and emails.
We have been asked to discuss our views on the Cdn Cannabis Market, a very different market from what is developing in the US.
In this podcast we go over the good and the bad, where federal legislation in Canada has enabled some companies while putting others in challenging financial conditions.
In this segment, we try to “weed out the good from the bad!”
As always, we love the feedback.
11 Aug 2020
Tailwinds provide US Cannabis with New Highs
Investing in Cannabis for over 3 years, our team is the Portfolio Advisor to the Ninepoint Alternative Health Fund, launched in March 2017, Canada’s first cannabis focused mutual fund.
On our latest podcast we outline our positioning with respect to US Cannabis companies (Multi-State Operators-MSO’s). We continue to see outperformance in the US relative to Canada. We highlight Green Thumb Industries (GTII); Trulieve Cannabis Corp. (TRUL) and Curaleaf Holdings Inc. (CURA)
1 Aug 2020
Its Gold Jerry!
In our latest podcast, "It's Gold Jerry!" we check in with our Lead Portfolio Manager Douglas Waterson, CPA, CA, CFA (https://www.linkedin.com/feed/#) to discuss the rally taking place in Gold Equities. Last time we talked, Gold was hovering around $1,700USD, now Gold is over $1,900. YTD our Gold Equities Fund is up +60%. Great ideas on how to look at the juniors and developers.
13 Jul 2020
There Must Be Some Other Way Outta Here
As the first half of 2020 ends, we look at the dislocation between the North American economy and equity markets and discuss our views. We see challenges on the horizon so having a strategy that can allocate capital to those sectors and companies that can thrive in the environment is vital. Check out our thoughts
18 Jun 2020
Growth Equity: An Exciting Asset Class
Check out our newest Podcast, " " as we provide the benefits of investing in Growth Equity, featuring the Managing Director of UIT Growth Equity Mark Bardsley.
UIT Growth includes Faircourt Asset Management and the Robinson Sauder Family Office (RSFO) and our partners to source and invest in high-growth venture capital backed private companies before their initial public offering.
2 Jun 2020
If You Try Sometimes, You Just Might Find, You Get What You Need!
We use this famous lyric to introduce our latest Podcast discussing our "Needs" based investing approach. As the North American economy re-opens, we look at those companies that have business models that can power through this current period to provide stability and growth.
19 May 2020
Sometimes Things That Glitter ARE GOLD!
We review the current environment for investing in Gold Equities. As part of our discussion we look at the reasons for higher gold prices including; COVID-19, stimulus measures announced by Central Banks and governments, as well as devaluation of currencies. We then discuss two portfolio companies.
4 May 2020
Investment Criteria & Select Ideas
In this edition of "Your Path to Prosperity" we look at what drives our investment decisions in broad North American equity mandates. Given the low interest rate environment, many clients are looking for a combination of growth with income. In our podcast we discuss how we achieve those goals
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