| HOLD | 7.800 | Paul Gardner, CFA | In the institutional and no-load investment fund space. Suffered a drop last year because their small-cap manager left but that didn’t really affect them. Have great managers. Because of market volatility it is hard for them to grow in this market. Will do better over a long-term. Pays a good dividend. | 2008-07-24 | |
| PAST TOP PICK | 9.320 | Paul Gardner, CFA | (A Top Pick May 17/07. Down 23%.) Sold about half his position at around $13. Still likes the company. | 2008-05-28 | |
| Comment | 9.100 | Paul Gardner, CFA | In the small cap asset management space. Small caps are being hit hard because of the liquidity issue. Also got hurt when one of their managers left to go to another firm although his fund has continued doing well if not better. No dent on the balance sheet. Have improved their costs. Thinks it will do well longer term and looking for it to recover in the next year or so. | 2008-02-05 | |
| TOP PICK | 10.200 | Paul Harris, CFA | Stock fell apart when one of their key managers left to go to a hedge fund. Have grown their assets and have very good performance with their other products. Very good story at these levels. Pays a good yield. | 2007-12-13 | |
| TOP PICK | 9.500 | Paul Gardner, CFA | Great dividend yield. Dropped recently because one of the top small-cap managers left. Has not seen any redemptions from their fund and the performance has actually gotten better. Trades at a 12 X multiple. They're an institution money manager and their performances all through their offering are very good. | 2007-11-21 | |
| TOP PICK | 10.700 | Paul Harris, CFA | 4.5% yield. Reduced their cost structure considerably. Performance has turned around really nicely in a lot of their core products. Because they have institutional money they are in a lot of mandates to win pension fund assets. | 2007-11-01 | |
| PAST TOP PICK | 10.440 | Paul Gardner, CFA | (A Top Pick Nov 7/06. Up 24.2%.) Great asset manager. They are more in the institution pension market. Great cash flow company. Still a Buy. | 2007-10-03 | |
| TOP PICK | 10.850 | Paul Gardner, CFA | One of the lead portfolio managers of the small cap funds left and the stock dropped. Feels that the younger managers will come up and fill the space quite nicely. | 2007-07-19 | |
| TOP PICK | 10.500 | Paul Harris, CFA | Stock has fallen due to a (top) manager leaving. The performance on their other assets is still very good. It fell too far. | 2007-06-28 | |
| TOP PICK | 12.930 | Paul Gardner, CFA | A recovery story. Costs were out of line 3-5 years ago. Used to be a $12 billion asset. Deal mostly in the institutional market. Numbers have been fantastic. Have a lot of cash on the books. | 2007-05-17 | |
| BUY | 12.400 | Paul Gardner, CFA | started owning at 5 ˝ dollars. Performance has been amazing. Still a good point to buy in. | 2007-05-03 | |
| BUY | 12.300 | Peter Brieger | Great company, has some “doggy years” but is a great long term buy. Be prepared for bumps, as it isn't very actively traded, so if something goes wrong you could have a nasty downtake. | 2007-05-02 | |
| TOP PICK | 11.580 | Paul Gardner, CFA | (A Top Pick Nov 7/06. Up 30.8%.) Picked it as a turnaround story. Expanding very well. $10 million cash on the books. | 2007-03-19 | |
| Comment | 11.650 | Michael Sprung | Has better transparency in the discipline of their investment approach. Gaining market share. | 2007-02-20 | |
| TOP PICK | 10.790 | Alexander Lane, B Comm, CFA | Have put up some very good numbers over the last few years. Strong management. The most recent quarter showed a 43% earnings growth and expects they can grow 35%-40% this year, followed by 20%. | 2007-02-06 | |
| TOP PICK | 8.410 | Paul Gardner, CFA | Institutional money managers. Their performance has turned around, and when this happens, it takes a while to get assets. There will probably be an increase to their assets which would drop right to the bottom line. Have $20 million on the balance sheet. 3.5% yield. | 2006-11-07 | |
| BUY | 8.200 | Paul Gardner, CFA | Their performance has turned around. They have cut costs down. It has been restructured and you will see benefits. | 2006-04-04 | |
| BUY | 6.400 | David Taylor, MBA, CFA | Too illiquid for his funds. Expects there will be a continuation of the consolidation of the money management industry. Great numbers. Well run. Prefers AGF Management (AGF.NV-T). | 2005-08-29 | |
| BUY | 6.200 | Ian Nakamoto | Rebuilding a track record that was once very good. Not a bad investment. Relatively good dividend. A long term play. | 2004-11-02 | |
| DON'T BUY | 7.710 | James Cole, BA, CFA | Has suffered from a partnership with Putnam Funds which had poor performance and scandals. Revenues and earnings were up in the last quarterly report. | 2004-06-30 | |
| BUY | 7.150 | David Taylor, MBA, CFA | Likes it, but too illiquid for his fund. Cheap. Good management. | 2004-04-06 | |
| DON'T BUY | 7.000 | Jonathen Wellum, B. Comm, B. Sc | No debt and pays dividends. Performance has suffered so they had a retrenchment of assets under management. Could be an attractive takeover. Would prefer others that are growing more aggressively. | 2004-04-02 | |
| HOLD | 7.000 | Peter Brieger | 10% is owned by a company that is in trouble because of its accounting practices. Would look at it at $4.50/5 | 2003-12-22 | |
| BUY | 6.210 | David Taylor, MBA, CFA | Taking the proper steps to reduce illiquidity.Will probably eliminate the multi-vote.Getting ready for a takeover.Very cheap. | 2003-08-05 | |
| HOLD | 6.350 | Peter Brieger | Eliminating their class A shares. There could be a buy back of shares by the company. | 2003-07-16 | |
| BUY | 5.000 | Robert Floyd | A strong history of managing money. | 2003-04-10 | |
| BUY | 5.850 | Brendan Caldwell | Likes the investment manegement sector. 14% yield. | 2003-01-08 | |
| DON'T BUY | 6.750 | Jonathen Wellum, B. Comm, B. Sc | The 11% dividend may drop. A lot of competition. | 2002-09-13 | |
| DON'T BUY | 7.050 | Michael Sprung | Has a very high yield which is a warning sign. | 2002-09-10 | |
| SELL | 7.400 | Bill Shaw | Dividends will be cut. Has problems. | 2002-08-08 | |
| TOP PICK | 8.300 | Ray Steele | 10% yield. Good cash flow. | 2002-07-11 | |
| DON'T BUY | 9.530 | David Baskin | Fund companies have had quite a few redemptions which has dropped their value. Not a very liquid stock. Will probably be stagnant for awhile. | 2002-05-21 | |
| DON'T BUY | 12.800 | Bill Shaw | Have had some difficulties. Wait for a turn around in performance. | 2002-03-26 | |
| BUY | 15.000 | Robert Floyd | Strong performance and a good price. | 2002-03-14 | |
| DON'T BUY | 15.200 | Mike Weir | Pays a good dividend. Not sure if they can grow this business much more. | 2002-03-06 | |
Experts that have talked about Sceptre Investment Council Ltd
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