Donville Kent: Where Is The Growth?

Donville Kent's newsletter for July 2015.


The first half of 2015 has gone reasonably well. While the S&P TSX Composite Total Return Index rose just 0.91%1 in the first half of the year, the Capital Ideas Fund rose a respectable 13.5%2 over the same time period.

Headlines over the past few months have been dominated most notably by the fiscal and debt issues surrounding Greece and the market whipsaw that has been unfolding in China. As I write this issue of the ROE Reporter, both...

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