NCM Investments

Many of tomorrow's blue chip stocks are successful, profitable, dividend-paying companies today. Here are three reasons why we think now is a great time to consider investing in these "mini-blue chips." #smallcap #diversification #capitalgrowth #financialadvisor https://lnkd.in/g4udaWHJ

Financial advisors! Our Portfolio Reset 2025 webinar on Dec 4th will be jammed full of value for you and your clients. Register here: https://lnkd.in/gfrAFrWU

Alex Sasso, CFA, explains the current opportunity in Canada's smaller companies. Learn more by registering for our Portfolio Reset 2025 webinar: https://lnkd.in/gfrAFrWU

Alex Sasso, CFA on why he started NCM Income Growth Class almost two decades ago and why it's still a strong complement to conventional Canadian dividend funds today. Learn more: https://lnkd.in/guGHqh94

Jason Isaac, CAIA, CFA manages NCM Global Income Growth like Moneyball: Stack the probabilities in your favour, get on base, and go home with the W. Learn more: https://lnkd.in/gpDHJCGU

Michael Simpson, CFA on how he aims to protect on the downside. We think of NCM Dividend Champions as portfolio insurance. Consider allocating 25% of your North American equity purchases to Mike's fund. Learn more at https://lnkd.in/gRDejEGb.

Thanks to the group of 10 financial advisors who joined portfolio manager Jason Isaac, CAIA, CFA to discuss Dividends Without Borders over breakfast in Whitby last week. Jay’s portfolio is highly active with a list of top 10 holdings that generally look very different from mainstream global equity funds and ETFs. Ask us how NCM Global Income Growth Class can help you enhance diversification, reduce risk, and increase return potential. #Dividends #GlobalAssetAllocation #PortfolioManager #FinancialAdvisor

Why fight the market? NCM portfolio manager, Jason Isaac, CAIA, CFA, shared the three main market metrics he uses to set his global asset allocation strategy with a group of nearly 30 financial advisors last week. If you aren’t supplementing your conventional global equity funds or ETFs with a truly active, high-conviction manager like Jay, please ask us for details on NCM Global Income Growth Class. #GlobalEquities #AssetAllocation #ActiveShare #FinancialAdvisors

Where are the blue chip stocks of tomorrow? NCM portfolio manager, Alex Sasso, CFA, shared his views on where to find the most promising smaller companies with a group of nearly 30 financial advisors last week over lunch in Mississauga. Alex’s NCM Small Companies Class and NCM Income Growth Class funds are fantastic complements to mainstream Canadian equity funds or ETFS that can deliver better diversification and higher return potential. Ask us how. #CanadianEquity #Smallcaps #Midcaps #Dividends #Financialadvisors

Portfolio manager Jason Isaac, CAIA, CFA treated 16 financial advisors to a presentation called Dividends Without Borders over breakfast at the Burlington Golf and Country Club this week. Jay shared how his active asset allocation rather than security selection has powered his fund. If you’re investing in mainstream global equity funds or ETFs, ask us how Jay’s fund can complement your client portfolios and enhance their growth and income potential. #globalequity #dividends #assetallocation #financialadvisor