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Navigating Canadian and Global Investments
This chapter analyzes the performance of a Canadian investment portfolio within a broader global context, showcasing its impressive returns over 18 years. It discusses the unique challenges of investing in Canadian stocks compared to the U.S. market, as well as the complexities of navigating Asian investments, particularly in Japan and China.
In this conversation, Robin Speziale interviews Francois Rochon, the Founder & CEO of Giverny Capital.
#investing #stocks #personalfinance #wealth #podcast
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DISCLAIMER:
This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. Itâs important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the âauthorâs ownership disclosureâ where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.
Giverny Capital Disclaimers: Returns - Rochon Global Portfolio
The Rochon Global portfolio is a private group of personal and family accounts managed by François Rochon, the president of Giverny Capital Inc. (GCI). The Rochon Global portfolio has existed since 1993, that is seven years before the registration of GCI as portfolio manager with the AMF. Although the Rochon Global portfolio serves as a model for GCIâs clients, clientsâ portfolio returns can vary. The Rochon Global portfolio returns indicated include trading commissions and dividends but do not include management fees. Portfolio returns of the Rochon Global portfolio have been generated in a different environment than GCIâs clients and this environment is considered controlled. For example, cash deposits and withdrawals can increase the returns of the Rochon Global portfolio. Thus, the portfolio returns of the Rochon Global portfolio are often higher than the returns realized by clients of GCI. Past performance is no guarantee of future results. Forward-looking information
Some information set forth in this interview is forward-looking and involves uncertainties and other known and unknown factors that may cause actual results or events to differ materially from those anticipated. The assumptions made and the expectations represented are believed to be reasonable at the time they are made, but there can be no assurance that the forward-looking information will prove to be accurate. Actual results or events may differ materially from those expressed or implied in the forward-looking information. The interviewee undertakes no obligation to publicly update or revise forward-looking statements and information contained in this interview.
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