E10: Income Equities with Jeannine LiChong from Waratah Capital Advisors Ltd.

Описание: In this episode, Ginsler Wealth CEO, Brian Ginsler, speaks with Jeannine LiChong, Portfolio Manager of the Waratah Income Fund, about her path to portfolio management, North American income equities, navigating through investment crises, and the importance of being a good listener. They also discuss their shared experience working with Ira Gluskin, and how they still carry his lessons with them today. 


In this episode we discuss:


1:55 Background of Jeannine LiChong


3:23 Music and investing


5:45 Meeting and working with Ira Gluskin


12:17 About Waratah and the Waratah Income Fund


16:34 Income trusts and the Halloween Massacre


19:38 Idea generation


22:39 Using Waratah’s resources and knowledge base


25:37 Examples of fund holdings: Intact and Definity


28:31 Thoughts on debt


31:14 Lessons from 2008


33:24 Portfolio positioning today


35:16 Being a woman in the investment industry


36:57 Closing remarks and disclaimers


Note that past performance is not indicative of future returns, and nothing in this episode should be considered as investment advice.


The Unlimited Podcast is a Ginsler Wealth audio production. It is hosted and produced by Brian Ginsler, and edited and mixed by Kathryn Donville.


An additional disclaimer from Waratah: The information relayed by any employee of Waratah Capital Advisors Ltd. (“Waratah”) in this podcast is not to be construed as investment advice or as an endorsement of any entity or security discussed.  Waratah takes no obligation to correct, update or revise any statements made. In addition, participation in this podcast does not constitute an offer, promotion, or solicitation of an offer to buy any interest in any fund, product, or service in any jurisdiction managed by Waratah.