Coming off of a couple of weeks of topsy turvey markets, it’s understandable if investors are feeling a little rattled these days.
Some comfort may be taken in the perspective of someone who has managed through more than a few bear markets: Dennis Starritt, one of Canada’s investment luminaries and a key manager of the Newport Canadian Equity Fund.
Dennis joined us for a chat at one of our recent Inside the Tent events (where we bring together thought leaders from our network to discuss topics of interest). Judging from the engagement of the audience – there were more questions than we could accommodate in an hour and a half – he certainly captivated everyone’s attention with his views. We offer a short recap that may be useful for these times.
I recently had the experience of counselling a long-time client who, despite a very secure financial position, was overcome with anxiety about money. What became clear to both of us after a lengthy and at times emotional discussion was that her anxiety was not about money at all. Rather it was about her obligations to her children, as the sole beneficiary of her late husband’s estate.
Today we announced that we have rebranded as Newport Private Wealth. 
