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Ballard Mudge Financial Group

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    • Michael C. Ballard
    • David Mudge
    • Liliana Bello
  • Canadian Focused Equity Portfolio
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Address 1250, René-Lévesque West Blvd. Suite 3100 Montreal QC, H3B 4W8
Telephone Number (514) 846-2632
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Five

THE CANADIAN FOCUSED EQUITY PORTFOLIO- 5 YEARS IN

David Mudge

September 28, 2023

We started the Ballard Mudge Financial Group's first discretionary portfolio in mid-2018 and the first client money went into our Canadian Focused Equity Portfolio August 3rd 2018.  The goal was to ma...

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Driving on a snowy road

WHEW! 2022 IN REVIEW

David Mudge

February 06, 2023

There have only been 4 times in history when both the bond market and the equity market have sold off at the same time for an entire calendar year. The others were 1931 with the start of the great de...

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3 Year Old- Cake

THE CANADIAN FOCUSED EQUITY PORTFOLIO- 3 YEARS IN

David Mudge

September 27, 2021

Since Inception, the portfolio has returned 16.70% annually through August 31, 2021 beating the benchmark return by 3.47% annually.

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Turning the Page on 2020

David Mudge

February 04, 2021

Taking a deeper look into the Canadian Focused Equity Portfolio's outperformance in 2020.

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Advisor with Clients

CANADIAN FOCUSED EQUITY- 2 YEARS IN

David Mudge

September 21, 2020

This post provides a link to the 2 year update letter for the Ballard Mudge Financial Group's Canadian Focused Equity Portfolio.

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