Investing with O'Leary

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Investing with O'Leary

Joel Kranc

|

O
There is no shortage of mutual fund companies from which investors may choose: large-cap, small-cap, closed-end, equity, fixed-income, and the list goes on. And of course there are myriad investment companies to choose from as well, each with their own specializations and abilities.

Now, one of those companies has a Shark at the helm. Kevin O’Leary, of Shark Tank fame (just to mention one of his ‘hobbies’) co-founded O’Leary Funds in 2008 with Connor O’Brien. O’Brien’s firm, Stanton Asset Management, acts as the portfolio advisor to the company. O’Leary Funds is headquartered in Montreal and works with a value-yield investing philosophy. Its main focus is to invest in corporate bonds and dividend-paying equities.

O’Leary Funds

The firm’s philosophy is to “invest in companies that pay dividends to shareholders. That’s because stocks that never pay dividends only provide returns if their share price appreciates.” This, according to O’Leary and his company doctrine, can potentially pay people twice – once with a dividend and once if the share price rises.

O’Leary Funds has eight fund categories available: Canadian Equity Income Funds, Canadian Balanced Income Funds, Canadian Fixed-Income Funds, Floating Rate Income Funds, U.S. Balanced Income Funds, Global Equity Income Funds, Global Balanced Income Funds and Global Fixed Income Funds. Four of these – Balanced Income Funds, Floating Rate Income Funds, Global Balanced Income Funds and U.S. Balanced Income Funds – are closed-end funds.

Each portfolio, although related to a specific sector or allocation of the market, invests with the idea of income, capital appreciation and capital preservation as its main focus. It is the diversity of the funds that make them unique. In April of 2015, the O’Leary Canadian Dividend Fund, as an example, celebrated five years with an annualized performance of 10.5% and a yield above 2.9%.

O’Leary’s Investing Conservatism

Despite all the bravado on TV, O’Leary can be quite a conservative investor. His Canadian Dividend Fund’s top holdings, for example, are well known Canadian companies such as Loblaws, Great-West Life, Concordia Healthcare, and TD Bank. Further, JP Morgan Chase & Co. and financials make up about 20% of the fund.

Investors looking for a U.S. slant may choose the U.S. Strategic Yield Fund, with a weighting towards consumer discretionary stocks. Names like Universal Health Services, Microsoft, McKesson, Visa and Amgen find their way into this fund’s top holdings. Of course, O’Leary funds have enough diversification and asset allocation strategies to satisfy most investors.

For more on the other funds, performance and investment allocations can be viewed at www.olearyfunds.com.


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O

Investing with O'Leary

Joel Kranc

|

There is no shortage of mutual fund companies from which investors may choose: large-cap, small-cap, closed-end, equity, fixed-income, and the list goes on. And of course there are myriad investment companies to choose from as well, each with their own specializations and abilities.

Now, one of those companies has a Shark at the helm. Kevin O’Leary, of Shark Tank fame (just to mention one of his ‘hobbies’) co-founded O’Leary Funds in 2008 with Connor O’Brien. O’Brien’s firm, Stanton Asset Management, acts as the portfolio advisor to the company. O’Leary Funds is headquartered in Montreal and works with a value-yield investing philosophy. Its main focus is to invest in corporate bonds and dividend-paying equities.

O’Leary Funds

The firm’s philosophy is to “invest in companies that pay dividends to shareholders. That’s because stocks that never pay dividends only provide returns if their share price appreciates.” This, according to O’Leary and his company doctrine, can potentially pay people twice – once with a dividend and once if the share price rises.

O’Leary Funds has eight fund categories available: Canadian Equity Income Funds, Canadian Balanced Income Funds, Canadian Fixed-Income Funds, Floating Rate Income Funds, U.S. Balanced Income Funds, Global Equity Income Funds, Global Balanced Income Funds and Global Fixed Income Funds. Four of these – Balanced Income Funds, Floating Rate Income Funds, Global Balanced Income Funds and U.S. Balanced Income Funds – are closed-end funds.

Each portfolio, although related to a specific sector or allocation of the market, invests with the idea of income, capital appreciation and capital preservation as its main focus. It is the diversity of the funds that make them unique. In April of 2015, the O’Leary Canadian Dividend Fund, as an example, celebrated five years with an annualized performance of 10.5% and a yield above 2.9%.

O’Leary’s Investing Conservatism

Despite all the bravado on TV, O’Leary can be quite a conservative investor. His Canadian Dividend Fund’s top holdings, for example, are well known Canadian companies such as Loblaws, Great-West Life, Concordia Healthcare, and TD Bank. Further, JP Morgan Chase & Co. and financials make up about 20% of the fund.

Investors looking for a U.S. slant may choose the U.S. Strategic Yield Fund, with a weighting towards consumer discretionary stocks. Names like Universal Health Services, Microsoft, McKesson, Visa and Amgen find their way into this fund’s top holdings. Of course, O’Leary funds have enough diversification and asset allocation strategies to satisfy most investors.

For more on the other funds, performance and investment allocations can be viewed at www.olearyfunds.com.


Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

1

Expert Opinion

(Extra)Ordinary Income

Justin Lowry

|

At Global Beta, as we analyze the current whip sawing in the market,...

3

Expert Opinion

Time For A Mulligan

Justin Lowry

|

This quarter has been the worst quarter in over a decade. The S&P...

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.


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