Kingfisher
Written by Senior Portfolio Manager, Michael Hakes, CFA, MBA.
News
Media
“A Good Time to Buy” -Note from Our CEO
A Message from Our CEO Quarterly Letter to MWG Fund Unitholders – October 24th, 2023 It’s a Good Time to Buy
ReadOur Office Has Moved!
Our fund stacks up!
MWG’s Michael Hakes on BNN Bloomberg
Market Research
MWG Focus Stock: Kingfisher
We recently added Kingfisher to the Income Growth Fund at a 2% weight and 5% Yield.
ReadMWG Focus: Technology Investing
Focus Stock: 3i Group plc
Maximizing Tax Efficiency in 2024
Portfolio Updates
March Portfolio Update | 2024
Thoughts on the Market: March Edition Three Years of Talking About Inflation We are experiencing a bit of Deja-vu as we write this monthly commentary. The market narrative continues to be dominated by inflation and interest rates, with equities rallying on hopes of rate cuts and selling off on reports of persistent inflation. Figure 1 […]
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