Our Views

  • So you’re hiring a new money manager. You have a host of questions to ask. (See our earlier blog post for a list of questions.) You’ll no doubt want to enquire about the manager’s investment performance and fees. But will you know how to interpret the answers? How do you assess what the numbers ... Keep Reading >
  • Retail investors should understand the risks and opportunities of investing in alternatives. Once upon a time, alternative investments (e.g. private real estate, private debt, private equity, infrastructure, etc.) were the exclusive domain of pension funds, billionaires and sophisticated ... Keep Reading >
  • In case you missed it…here’s a sum-up of Newport’s investment strategy at mid-year and beyond. Narrated by Chief Investment Officer, Mark Kinney, this presentation provides an overview of what the Newport Investment Committee is doing in various asset classes and why, and how our team’s active ... Keep Reading >
  • Sometimes clients ask us, “Am I considered wealthy?” While “wealth” is a highly subjective and relative term, involving many more factors than financial assets, a high-net-worth investor is defined as someone who has more than $1 million of financial assets (i.e. excluding real estate, private ... Keep Reading >
  • “Most people have no idea of the risk they are taking in their bond portfolio.” That was the view of Richard Usher-Jones of Canso Investment Counsel, independent specialist manager for Newport’s bond portfolios, when he met with our Investment Committee this week. There are a couple reasons why ... Keep Reading >
  • By now, most investors have received their year-end account statements from their financial advisors/money managers. And by now, many investors may still be wondering about their investment return. Was it a good return? Average? Poor? The question we would ask is, “Compared to what?” Compared ... Keep Reading >
  • Our Investment Committee recently met with Tye Bousada of EdgePoint Wealth Management Inc., one of the three specialist money managers retained for the Newport Global Equity Fund. EdgePoint has performed well over the nine years since we invested with the firm. While they are pleased with that, ... Keep Reading >
  • A recent Globe and Mail article on the investment practices of Ultra High-Net-Worth investors caught our eye. The piece was based on global investment firm, KKR & Co.’s survey of investors with US$30 million or more in net assets. Since we have long modeled our investment approach on ... Keep Reading >
  • There has been a lot of news recently about financial troubles at certain Canadian real estate companies and non-bank lenders. It might cause investors to wonder if real estate as an asset class is still an attractive investment. Like so many things, it depends. At Newport Private Wealth, real ... Keep Reading >
  • The federal government announced last week that it will table its budget on March 22nd – putting an end to the guessing game. Speculation remains rampant about possible changes to capital gains taxation. Rumours are circulating that the federal government may increase the capital gains ... Keep Reading >