In the News

10 01, 2025

Seminar on Value Investing and the Search for Value – June 23-27, 2025

2025-01-10T18:15:14+00:00By |Categories: Blog, In the News|

Dr. George Athanassakos is offering a highly sought-after five-day Seminar on Value Investing and the Search for Value to finance executives, finance professionals, portfolio managers, financial analysts and individual investors seeking knowledge of value creation, valuation and value investing theory and practice.

29 11, 2024

Bull market presents fewer opportunities for tax-loss selling, but here are some ideas

2024-12-03T15:02:44+00:00By |Categories: In the News|Tags: |

‘Tis the season for tax-loss harvesting and hunting for bargains among this year’s beaten-up stocks. Investors have until Dec. 30 to sell securities to book losses against capital gains in their taxable accounts. Under a new rule that came into effect earlier this year, the settlement period for trades is only one day instead [...]

29 11, 2024

MacNicol & Associates Celebrates Canadian Hedge Fund Industry Awards Recognition

2024-12-10T16:18:10+00:00By |Categories: In the News|

Gaining Four Prestigious Accolades Miami, Florida – MacNicol & Associates Asset Management, a leader in alternative investment solutions, is proud to reaffirm its commitment to South Florida as a key region for its growth and client engagement efforts. The firm’s established presence in South Florida reflects its dedication to providing innovative portfolio strategies [...]

31 10, 2024

Why Balanced Portfolios Have Failed And What Can Allocators Do About It?

2024-10-31T19:55:47+00:00By |Categories: Blog, In the News|

By Ken Reid, CIM, Research Associate, MacNicol & Associates Asset Management and Joseph Pochodyniak, CFA, Portfolio Manager, MacNicol & Associates Asset Management  We all know what happened in 2022 across financial markets. Both equity and debt markets had some of their poorest years in over a decade. The S&P 500 was down 19% while bonds [...]

22 05, 2024

If you’re looking for value in North America, you’ll find it in Canada: Ross Healy

2024-07-30T10:16:35+00:00By |Categories: In the News|

Ross Healy, chairman of the Strategic Analysis Corporation and portfolio manager at MacNicol & Associates, joins BNN Bloomberg to talk about his long-term outlook for Canadian stocks.

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