Independent Perspectives – Simon Harry with Peter Hofstra CIO, Harbour Advisors – April 2, 2020

April 9, 2020

Simon speaks with Peter Hofstra, Chief Investment Officer and Senior Portfolio Manager with Harbour Advisors. Simon and Peter have a discussion split into two parts.

Part 1– they explore topics such as the Coronavirus, what it is and what is needed to combat it, the impacts on markets and individuals, institutional investor sentiment, investment opportunities and thoughts on how markets are functioning.

Part 2– they discuss portfolio management, risk mitigation strategies, portfolio performance measurement, benchmarking, concentration, and what goes on behind the scenes with a team that manages over $5 billion dollars for individuals and institutions.

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The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact me for individual financial advice based on your personal circumstances.

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