ABOUT THIS PODCAST 🔗
Podcast by EdgePoint Wealth Management
Update frequency:
bimonthly
Average audio length:
21 minutes
Guest interviews
English
United States
24 episodes
since Jan. 21, 2021
episodic
LATEST EPISODE 🔗
This quarter, Tye Bousada shares some of the investment lessons he's learned over the years that he believes could benefit advisors and end investors.
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Portfolio performance as at September 30, 2026.
Annualized total returns, net of fees (excluding advisory fees), in C$
EdgePoint Global Portf…
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Search past episodes of EdgePoint Wealth Management.
PREVIOUS EPISODES 🔗
Investment Team member Tracey Chen talks about his Q2 2026 commentary with relationship manager Sydney Campbell. They discuss the importance of having a consistent credit process regardless of market conditions.
Related commentary: https://edgepointwealth.com/article/Q2-2026-credit-commentary/
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Investment Team member Jason Liu talks about his Q2 2026 commentary with relationship manager Sydney Campbell. They discuss how we've taken opportunities to upgrade the Global Portfolio despite market valuations being at all-time highs.
Related commentary: https://edgepointwealth.com/article/Q2-20…
Investment Team members Sydney Van Vierzen and Steven Lo talk about their Q1 2026 commentaries with Relationship Manager Alex Gramegna. They cover the ways that the EdgePoint Investment Team is structured to avoid biases, the work they do every day to be ready for volatility and so much more.
Rela…
Investment Team members Frank Mullen and Claire Thornhill discuss their Q4 2025 commentaries with relationship manager Ryan Hatch. They talk about the lessons they've learned, the benefits of our Investment Team's structure and more.
Related commentaries:
Claire Thornhill - https://edgepointwealth…
Investment Team member Jeff Hyrich talks about his Q3 2025 commentary with relationship manager Sarah Ford. They cover a lot of things that couldn't make it into the commentary, such as expanding on our investment approach to, of course, some thoughts on A.I.
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Text: https://edgepointw…
On April 13, 2022, Portfolio managers Frank Mullen and Derek Skomorowski discussed how they believe the fixed income environment is changing and why investors' fixed income portfolios shouldn't be based on what worked in the past.
Presentation date/ recorded on: April 13, 2022.
Webinar playback: …
This quarter, Investment team member George Droulias discusses why our investment approach helps us stay calm during uncertain times.
Text: https://edgepointwealth.com/article/why-we-stay-calm-in-the-face-of-uncertainty-1st-quarter-2022/
Sources: https://edgepointwealth.com/article/why-we-stay-ca…
This quarter, portfolio manager Frank Mullen talks about the importance of knowing what you own – not just when to sell, but when to add.
Text: https://edgepointwealth.com/article/earning-our-wings-1st-quarter-2022/
Sources: https://edgepointwealth.com/article/earning-our-wings-1st-quarter-2022/
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This quarter, portfolio manager Andrew Pastor discusses why our investment approach is repeatable despite the unpredictable sources for our business ideas.
Text:
https://edgepointwealth.com/en/Insights/Commentary/2021-Q4-EdgePoint-commentary
Sources:
https://edgepointwealth.com/en/Insights/Comme…
Disclaimer: The podcast and artwork embedded on this page are from EdgePoint Wealth Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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