Chairman's Commentaries

On a quarterly basis, our Chairman provides an assessment of macro factors and trends in the global economy, an analysis of the current state of the world economies, insights on key issues and impacts on financial markets and for investments.

Investment Insights

Of Interest

Kipling Funds

The Kipling Funds are a group of alternative strategies which make up the core component of many of our clients’ portfolios. The Kipling pools provide exposure to the world’s largest, most diverse and liquid equity markets, emphasizing growth, dividends and income.

Within the Kipling Family of Funds, we invest in a diverse array of businesses. We select companies that are superior allocators of capital who consistently generate high profitability for shareholders. As their businesses change, we adjust our exposure according to market conditions.

Our selection of Kipling pools as a portfolio solution and their flexibility allow us to control risk while seeking higher returns on a risk-adjusted basis.

The Kipling Family of Funds is comprised of four funds, Kipling Global Enhanced Growth Fund, Kipling Global Enhanced Dividend Fund, Kipling Canadian Enhanced Dividend Fund and Kipling Strategic Income Fund, which are proprietary funds owned and administered by NCM Asset Management Ltd. (“NCM”). Cumberland Investment Counsel Inc. (“CIC”) is the Portfolio Manager of these funds. Cumberland Private Wealth Management Inc. (“CPWM”), CIC and NCM are affiliated companies under the common ownership of Cumberland Partners Limited. “We” and “us” refers to CPWM and/or CIC as applicable.

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