News

August 2025 Portfolio Review

The MWG Global Equity Growth Fund Series O rose 3.6% in August, beating the 2.7% rise in its benchmark, and is now up 15.0% year to date. The Fund’s top three performers in the month were Hudbay Minerals (+29%), UnitedHealth (+23%) and Linamar (+12%), while Moderna (-19%), Microsoft (-6%) and Meta (-5%) were the largest detractors.
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Market Research

Portfolio Updates

August 2025 Portfolio Review

The MWG Global Equity Growth Fund Series O rose 3.6% in August, beating the 2.7% rise in its benchmark, and is now up 15.0% year to date. The Fund’s top three performers in the month were Hudbay Minerals (+29%), UnitedHealth (+23%) and Linamar (+12%), while Moderna (-19%), Microsoft (-6%) and Meta (-5%) were the largest […]

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