NexGen Financial – Since Inception
- 03/10/10 -
Click here to read Bob McWhirter's latest written commentary.
- 03/05/10 -
Click here to read Jeff Herold's latest written commentary.
- 03/05/10 -
Click here to read John Zechner's latest written commentary.
- 03/03/10 -
NexGen Financial Limited Partnership Announces February Sales and Assets Under Management. Click here to view the press release.
- 03/01/10 -
Click here to read Jeff Young's weekly Market Brief.
- 02/26/10 -
Click here to read Jeff Young's latest written commentary.
- 02/25/10 -
John Zechner will appear on BNN's Market Call on Monday, March 1st at 1:00 pm EST to discuss North American Equities. To watch the clip online click here.
- 02/23/10 -
Bob McWhirter appeared on BNN's Tip Sheet on Tuesday, February 23rd at 8:50 am EST. Click here to view the clip online.
- 02/22/10 -
Click here to read Jeff Young's weekly Market Brief.
- 02/16/10 -
NEW! Macquarie NexGen Global Infrastructure Fund releases 4th Quarter 2009 Review. To view the presentation click here.
- 02/09/10 -
Click here to read Jeff Herold's latest written commentary.
- 02/09/10 -
Click here to read Bob McWhirter's latest written commentary.
- 02/09/10 -
Click here to read John Zechner's latest written commentary.
- 02/08/10 -
Click here to read Jeff Young's weekly Market Brief.
- 02/04/10 -
NexGen Financial Limited Partnership Announces January Sales and Assets Under Management. Click Here to view the Press Release.
- 02/02/10 -
John Zechner appeared on BNN's Market Call on Monday, February 1st at 7pm to discuss North American Equities. To watch the clip online click here.
- 01/26/10 -
Click here to read Jonathan Baird's latest written commentary.
- 01/15/10 -
Click here to read Jeff Young's latest written commentary.
- 01/12/10 -
Click here to read Bob McWhirter's latest written commentary.
- 01/12/10 -
Click here to read Jeff Herold's latest written commentary.
- 01/12/10 -
Click here to read John Zechner's latest written commentary.
- 01/11/10 -
Click here to read Jeff Young's weekly Market Brief.
- 01/07/10 -
Advisor.ca discusses positive industry net sales, NexGen’s 2009 asset growth – 77%! Click here
- 01/05/10 -
Click here to read Jeff Young's weekly Market Brief.
- 01/05/10 -
NexGen Financial Limited Partnership Announces December Sales and Assets Under Management. Click here to view the press release.
- 12/23/09 -
John Zechner will appear on BNN Market Call today (Wednesday, Dec 23) at 1:00pm to discuss North American Large Caps. To watch the clip online click here.
- 12/21/09 -
Click here to read Jeff Young's weekly Market Brief.
- 12/21/09 -
Macquarie NexGen Global Infrastructure Corporation (TSX – MNF) Announces Distribution Rate and Schedule for January, February and March, 2010. Click here to read press release.
- 12/17/09 -
CAPITAL GAINS OBJECTIVE ACHIEVED: NexGen Funds’ Capital Gains Class made distributions to all of its associated Funds and Series as of December 15th, 2009. Detailed distribution amounts can be found here.
- 12/14/09 -
Click here to read Jeff Young's weekly Market Brief.
- 12/08/09 -
Click here to read Bob McWhirter's latest written commentary.
- 12/08/09 -
Click here to read Jill MacRae's latest written commentary.
- 12/07/09 -
Click here to read Jeff Young's weekly Market Brief.
- 12/04/09 -
Click here to read Jeff Herold's latest written commentary.
- 12/03/09 -
Click here to read John Zechner's latest written commentary.
- 12/02/09 -
John Zechner appeared on BNN on Monday, November 30th at 7pm EST. To watch the clip online click here.
- 11/30/09 -
Click here to read Jeff Young's weekly Market Brief.
- 11/26/09 -
Click here to read Jeff Young's interview on the Commodity News and Mining Stocks Blog
- 11/26/09 -
Click here to read Jeff Young's latest written commentary.
- 11/23/09 -
Click here to read Jeff Young's weekly Market Brief.
- 11/16/09 -
Click here to read Jeff Young's weekly Market Brief.
- 11/16/09 -
Bob McWhirter appeared on BNN on November 17th at 7pm to discuss the NexGen North American Small-Mid Cap Fund. To watch the clip online click here.
- 11/11/09 -
Click here to read Jeff Herold's latest written commentary.
- 11/11/09 -
NexGen Manager John Zechner appears on BNN to discuss Canadian Earnings Reporting - watch it here
- 11/10/09 -
Click here to read Bob McWhirter's latest written commentary.
- 11/10/09 -
Click here to read Jill MacRae's latest written commentary.
- 11/05/09 -
Special Advisor’s Edge Report on how NexGen Funds can help Professional and Small-Business Clients. Click here to read the article.
- 10/27/09 -
Click here to read John Zechner's latest written commentary.
- 10/22/09 -
Click Here to view John Zechner's latest video commentary.
- 10/20/09 -
Click here to view Jonathan Baird's latest video commentary.
- 10/19/09 -
John Zechner appeared on BNN on Tuesday, Oct. 20 at 1pm EST to discuss Canadian and US Large Caps. To view the clip online click here.
- 10/13/09 -
NEW! Jill MacRae commentary - "The Fundamental Bull Market." Click here.
- 10/13/09 -
NEW! Jeff Young commentary - "The Nature of this Market Advance." Click here.
- 10/13/09 -
NEW! Jonathan Baird commentary - "Equities Remain Favourable with Resources Offering the Most Appeal." Click here.
- 10/09/09 -
NEW! Jeff Herold fixed income market commentary. Click here.
- 10/09/09 -
NEW! John Zechner market commentary. Click here.
- 10/09/09 -
NEW! Bob McWhirter commentary - "Gold is the New Dollar." Click here.
- 10/07/09 -
Lead manager of the NexGen Canadian Balanced and North American Growth Funds, John Zechner appeared on BNN on Tuesday, October 6th to discuss the implications of Q3 earnings and his top picks. To watch the clip online click here.
- 10/06/09 -
Lead manager of the NexGen Canadian Balanced and North American Growth Funds, John Zechnerwill appear on BNN's Market Call on Tuesday, October 20th to discuss market trends and highlight the Canadian Balanced Growth Fund.
- 10/02/09 -
John Zechner, lead manager of the NexGen Canadian Balanced and North American Growth Funds appeared on BNN on Friday, October 2nd to provide a brief update on market strategy. To watch the clip online click here.
- 09/15/09 -
Bob McWhirter, manager of the NexGen Canadian Growth and North American Small-Mid Cap Funds, appeared on BNN's Market Call to discuss his current outlook and his top picks. Bob's past top picks included Migao, Petro Andina and Western Goldfields which had a total average return of over 70% for the period. To watch the clip online click here.
- 09/10/09 -
John Zechner, lead manager of the NexGen Canadian Bond and North American Growth Funds appeared on BNN's Market Call of Tuesday, September 9th. To watch the clip online click here.
- 08/19/09 - NEW NexGen portfolio manager video commentaries now available! Jeff Young and Jonathan Baird discuss their perspectives on the current market climate and how these factors are influencing the portfolios they manage. To watch the videos online click here.
- 07/30/09 - NexGen portfolio Manager, John Zechner, appeared on BNN Morning Market Update to review recent earnings releases. To watch the clip online click here.
- 07/14/09 - NexGen portoflio manager John Zechner, appeared on BNN's Market Call Tonight show on Monday July 13th at 7pm to discuss current market trends and his portoflio strategy and outlook. To watch the clip online click here.
- 07/09/09 - Lead manager of the NexGen Canadian Balanced Growth and North American Growth Funds, John Zechner is featured in a new Portfolio Manager Video Commentary in which he discuss his current market outlook and strategy. To view the video online click here.
- 07/07/09 - New Video & Written Commentaries: Jonathan Baird provides a Q2 Global Update - Highlights include evidence a strengthening Canadian dollar, impending inflation and a commodities resurgence. Watch the commentary here. Read the full commentary here.
- 07/07/09 - NexGen Fixed Income portfolio manager, Jeff Herold, has released new market commentary in which he address concerns about inflation and how the bond market is affected. To read the full commentary online click here.
- 06/23/09 - NexGen Portfolio Manager Bob McWhirter guest starred on BNN Market Call on June 22. He discussed his outstanding top picks from last quarter and his take on small and mid cap stocks. To view the video, CLICK HERE.
- 06/09/09 - John Zecher, lead manager of the NexGen Canadian Balanced Growth Funds and manager of the NexGen North American Growth Funds, appeared on BNN's Market Call on Thursday, June 11th at 7pm to discuss his current strategy and outlook.
- 06/05/09 - Jeff Young, manager of NexGen's Canadian Large Cap, North American Large Cap, and Global Dividend Funds, is featured in a new NexGen Portfolio Manager Video Commentary. Jeff discusses Q1 earnings and if we have seen the "bottom." To view Jeff's video click here.
- 05/14/09 - Manager of the NexGen Canadian Large Cap, North American Large Cap and Global Dividend Funds, Jeff Young examines the "green shoots" currently being discussed in the media as well as what is necessary to sustain real growth and profitability in his most recent commentary. To read the full commentary click here.
- 05/13/09 - Jeff Herold, manager of NexGen's Canadian Bond Funds and manager of the income portion of NexGen's Canadian Balanced Growth Funds, discusses his portfolio strategy and why corporate bonds remain one of the best relative values on the market today in his most recent commentary. To read the full commentary click here.
- 05/08/09 - Scotia Mcleod Wealth Advisor/radio host/financial blogger Jeff Wareham is featured in a series of videos presented on the National Post's The Wealthy Boomer. Jeff discusses the importance of after-tax income in today's market environment and how NexGen's Tax Classes can help investors achieve their financial goals. To view the series click here.
- 05/06/09 - Macquarie NexGen Global Infrastructure Fund conference call! To access the call details click here. To view the most recent presentation click here.
- 04/29/09 - Bob McWhirter, manager of several NexGen Funds including NexGen's Canadian Growth and North American Small-Mid Cap Funds, appeared on BNN's Market Call today on Wednesday, April 29th at12:30pm to discuss Canadian Equities. The NexGen Canadian Growth Fund will be featured. To Watch the clip online click here.
- 04/27/09 - John Zecher, manager of the NexGen Canadian Balanced Growth and North American Growth Funds, discusses his current market outlook and his sector allocation strategy in his latest manager commentary video. To watch the video click here
- 04/24/09 - John Zechner appeared on BNN Market Call on April 23rd at 7:30pm. John is known for his extensive macro-economic top down market analysis and is the manager of NexGen's Canadian Balanced Growth Funds and North American Growth Funds. To watch the clip online click here.
- 04/22/09 - NexGen Conference Call with John Zechner available for playback! For more information on how to participate and what John will be discussing click here.
- 04/20/09 - NEW! Macquarie NexGen Global Infrastructure Fund releases 1st Quarter 2009 Review. To view the presentation click here.
- 04/14/09 - NEW COMMENTARY: John Zechner, manager of NexGen's Canadian Balanced Growth and North american Growth Funds, examines several positive economic indicators and discusses the current market momentum. Click Here to read to full commentary online.
- 04/08/09 - NEW COMMENTARY: Jeff Herold, manager of the NexGen Canadian Bond Funds, discusses the strong performance of the Canadian Bond market despite the difficult economic setting. To read Jeff's full commentary online click here.
- 04/01/09 - Jonathan Baird, manager of the NexGen Global Value and Global Resource Funds, has released Q1 market commentary in which he examines the current economy as well as the performance and outlook of several different market sectors. To read to Jonathan's full commentary online click here.
- 03/25/09 - Jeff Young, manager of the NexGen Canadian Large Cap Funds, has released market commentary in which he examines how the current market is being affected by investor behaviour and discusses the recent actions he has taken in the Funds that he manages. Click here to read the full commentaries online.
- 03/25/09 - Manager of the NexGen North American Growth Funds, John Zechner releases latest market commentary in which he discusses the current market environment and several positive signs that the markets may begin to turn up. To read the full commentary online click here.
- 03/16/09 - John Zechner, manager of NexGen's North American Growth Funds, appeared on BNN's Market Call on Monday, March 16th at 12:30pm. John was answering caller questions and discussing current market conditions. To watch the clip online click here.
- 03/11/09 - NexGen Portfolio Managers post new market commentary! To read the full commentaries click on the manager that you are interested in. John Zechner; Jeff Herold; Jill MacRae.
- 02/05/09 - NexGen Portfolio Manager John Zechner discusses his current strategies for the two NexGen Funds he manages in two brief Fund Updates. To read the NexGen Canadian Balanced Growth Fund Update click here. To read the NexGen North American Growth Fund Update click here.
- 02/03/09 - John Zechner, Lead Portfolio Manager of the NexGen Canadian Balanced Growth Fund, appeared on BNN's Market Call Tonight on Monday, February 2nd at 7pm. To view the full clip online click here.
- 01/28/09 - John Zechner, Portfolio Manager of NexGen's North American Growth Funds, discusses finding the bottom and his current portfolio strategy in his most recent market commentary. To read the full comment click here.
- 01/28/09 - Manager of NexGen's North american Small/Mid Cap Fund, Bob McWhirter appeared on BNN's Market Call to discuss his top picks for 2009 and the action of his previous top picks from his last appearance in June 2008.
- 01/19/09 - Macquarie NexGen Global Infrastructure Fund releases 4th Quarter 2008 Review. To view the presentation click here.
- 01/19/09 - NexGen portfolio managers publish market commentary. Learn what your portfolio managers are thinking and how they are positioning their investments. Click on the following managers' names to read their full commentary: John Zechner, Jeff Herold, Jill MacRae and Jonathan Baird.
- 01/05/09 - NEW! NexGen begins to offer Tax-Free Savings accounts, a flexible investment account that allows you to earn investment income without paying taxes and gives you access to your money whenever you want it. To learn more about TFSAs click here. To view and download NexGen's TFSA application click here.
- 01/02/09 - Shirely Won of the Globe and Mail shows NexGen Managers holding substantial cash positions before bottom fell out in an article published on December 27th, 2008
- 12/10/08 - NexGen Portfolio Managers release new monthly market commentaries that discuss the current market environment. Click the following Portfolio Managers' name to read their most recent commentary: John Zechner, Jeff Herold
- 12/01/08 - Jonathan Baird, portfolio manager of NexGen's Global Value and Global Resource Funds, evaluates the current market conditions and how they are being subject to a vicious circle, created mainly by human psychology in his latest written and video commentary. To view his video commentary click here. To read his full written commentary click here.
- 11/25/08 - Global stock markets are at all time lows, investor sentiment is extremely bearish, and volatility is at record highs. John Zechner, lead portfolio manager of the NexGen Balanced Growth Fund, explains how these figures create the conditions necessary for a market bottom in his recent commentary. To read the full comment click here.
- 11/21/08 -
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John Zechner, Lead Portoflio Manager of the NexGen Canadian Balanced Fund, appeared on BNN's Market Call Tonight on Thursday November the 20th at 7pm. To watch the clip online click here. - 11/12/08 - What have we learned about the downturns of the past? John Zechner and Jeff Young tackle this issue and how it impacts the strategy of the Funds they manage in their latest video commentaries. To view John Zechner's click here; to view Jeff Young's click here.
- 11/05/08 - NEW! NexGen Money Manager Video Commentary. To view John Zechner's latest Video Commentary click here.
- 11/03/08 - NexGen Portfolio Managers release new monthly market commentaries that discuss the current market environment. Click the following Portfolio Managers' name to read their most recent commentary: John Zechner, Jeff Herold, Jill MacRae, Jeff Young, Jonathan Baird, Bob McWhirter
- 10/23/08 - Macquarie NexGen Global Infrastructure Fund releases 3rd Quarter 2008 Review. To view the presentation click here.
- 10/03/08 - Macquarie NexGen Global Infrastructure Fund releases 3rd Quarter portfolio commentary. To read the full comment click here.
- 09/29/08 - John Zechner, manager of NexGen's Canadian Balanced Growth Fund, and Chairman and Chief Investment Officer of J. Zechner Associates, Inc, takes an in depth look at the bailout and its effects on the global economy. To read his comments click here.
- 09/22/08 - NexGen Asset and Sales Update: In August, NexGen had gross and net sales of $26.2 million and $20.6 million respectively. Total assets under management reached $315.2 million. For more information click HERE.
- 09/18/08 - Jeff Herold, manager of NexGen's Canadian Cash Funds, offers comments on the US banking sector, AIG, and a reasurance that his portfolio is not invested in either. To read his comments click HERE.
- 09/18/08 - John Zechner, manager of NexGen's Canadian Balanced Growth Fund, and Chairman and Chief Investment Officer of J. Zechner Associates, Inc, provides insight into the current economic environment, it causes, and how he is positioning the portfolio. To read his comments click HERE.
- 09/16/08 - Bob McWhirter, manager of several NexGen equity funds offers comments on short-term market conditions and the effects of the recent developments in the financial sector. To read his comments click HERE.
- 09/15/08 - Jeff Herold, manager of NexGen's Cash and Bond funds offers comments on the broadening US financial crisis. To read his comments click HERE.
- 08/26/08 - NexGen Canadian Balanced Growth Fund and lead portfolio manager, John Zechner are featured in Globe and Mail's Report on Business. Highlight: John's top picks and the superior performance achieved by this fund.
- 08/21/08 - John Zechner, lead portfolio manager of NexGen's Canadian Balanced Growth Funds, appeared on BNN’s "Market Call Live" on Monday, August 25th at 7pm EST to discuss North American Large Caps. John will also be taking questions from the audience. To Watch the episode online click here.
- 08/14/08 - Portfolio Manager,
- 08/13/08 - Globe And Mail Financial Columnist, Shirley Won, identifies three NexGen Funds as Small/Mid Cap Top performers in her Number Crunchers article. The three Funds, NexGen Canadian Growth, NexGen North American Small/Mid Cap and NexGen North American Value are all managed by Bob McWhirter. Click here to read the article.
- 08/12/08 - In less than two years, NexGen Financial has accumulated assets under management in excess of $300 million. As a result of an innovative investment tax management structure and Fund performance, NexGen has maintained positive net sales throughout the first half of 2008 as well as since inception. To our clients and advisors, thank you for your support!
- 08/08/08 - NexGen North American Large Cap Fund appears in Globe and Mail's Report on Business Top 25 Best-Performing Canadian Focused Equity Funds list. To read the full article click here.
- 07/25/08 -
John Zechner, Lead Portfolio Manager of the NexGen Canadian Balanced Growth Funds, appears on BNN’s "Market Call Tonight" to discuss North American Large Caps and his top picks. Click here to view the clip.
- 07/18/08 - NexGen portfolio managers release new market commentary: NexGen fund manager Jeff Young has released his latest opinions on current market conditions. To Read more click here.
- 07/11/08 - NexGen portfolio managers release new market commentary: NexGen fund manager Jonathan Baird, as well as J.Zechner Associates Inc's John Zechner, Jeff Herold, and Jill MacRae have released their latest opinions on current market conditions. To Read more click here.
- 06/24/08 - New NexGen materials available for download in our Online Resources section.
- 06/24/08 - NexGen portfolio managers release new market commentary: NexGen fund managers Jeff Young and Jonathan Baird, as well as J.Zechner Associates Inc's John Zechner, Jeff Herold, and Jill MacRae have released their latest opinions on current market conditions. To Read more click here.
- 06/13/08 - Jon Fitch, Lead Manager of the Macquarie NexGen Global Infrastructure Corporation (MNF)will be in Toronto on Friday, June 13, 2008 to present at NexGen's Head Office an update on the closed end Fund's positioning and performance, as well as the state of the infrastructure market in general. To view his presentation, click here.
- 06/02/08 - NEW NEXGEN FUNDS: NexGen will offer 2 new Global investment mandates starting June 2, 2008. The NexGen Global Dividend Funds will seek out global dividend payers and will be managed by Jeff Young, MBA, CFA. The NexGen Global Resource Funds will seek investments in the resource sector and will be managed by Jonathan Baird.
- 05/14/08 - NexGen Global Value Manager, Jonathan Baird appeared on BNN's Small Cap show on Wednesday, May 14th to discuss resource focused securities. To view the video clip, click here. To read Jonathan's previous market commentary, please click here.
- 04/28/08 - NexGen Portfolio Manager, John Zechner appeared on BNN's Market Call on Monday, April 28th at 7:30pm. To read John's most recent market commentary click here.
- 04/22/08 - NexGen Toronto Seminar - Turbulent Markets, Resulting Opportunities: NexGen hosted a seminar with Portfolio Manager Jeff Young on understanding the recent market correction and identifying the key indicators of a turnaround.
- 04/08/08 - NexGen sub-advisor, Bob McWhirter appears on BNN's Market Call to discuss his current and past top picks, as well as the NexGen Funds that he manages. The Globe and Mail will publish a follow-up article in Report on Business on Wednesday, April 9th. To read Bob's most recent market commentary, click here.
- 04/04/08 - NexGen adds Price Summary Feature to Website. Features include: Price, Fund Manager, Daily Price Change (% and $), Weekly Price Change (% and $). To view the Summary, click here
- 04/01/08 - Jonathan Baird, manager of the NexGen Global Value Funds, appears on BNN's "Top Story" to discuss gold and precious metals.
- 03/06/08 - John Zechner, Lead Portfolio Manager of the NexGen Canadian Balanced Growth Funds, appears on BNN’s "Market Call" to discuss North American Large Caps and his top picks.
- 02/27/08 - NexGen Large Cap Manager, Jeff Young appears on BNN's new segment "RRSP Season: Investor Sentiment" representing the CFA Institute.
- 02/19/08 - New NexGen Tax Class Materials Available. Find simple explanations and uses for NexGen's Tax Classes in new client-friendly documents. Available for Download Here
- 01/30/08 - Jeff Young, Portfolio Manager of NexGen's North American Large Cap and Canadian Large Cap Funds, appears on BNN to discuss market opportunities for value investors.
- 01/29/08 - Macquarie NexGen Global Infrastructure Corporation releases 4th Quarter Performance information. To view the presentation, including the Top 25 Holding as of Dec. 31, 2007, click here. For daily net asset value per unit pricing, click here.
- 01/22/08 - NexGen Financial: Canada’s Fastest Growing Fund Company: NexGen's assets under administration increase more than 20 fold over the 2007 calendar year. Read More
- 01/08/08 - NexGen Tax Managed Funds achieve the tax objectives of Tax Classes with 100% efficiency. All investors in NexGen Tax Managed Funds received the tax treatment consistent with their selected Tax Class. Read More
- 01/01/08 - NexGen Financial named Finalist for the “Best New Initiative” Award at the prestigious Canadian Investment Awards late in November 2007. Read more
- 12/12/07 - New Client Materials Available Online - Information on NexGen's Tax Managed Cash Funds, Our Innovation Explained, and NexGen Life Cycle Brochures all available Right Here
- 10/17/07 - Justin Lannen of Macquarie Alternative Investments Ltd. offers a 3rd Quarter update on Macquarie NexGen Global Infrastructure Corporation. Click here to see the presentation.
- 08/30/07 - NexGen Hosts Conference Call with Jon Fitch, investment manager of Macquarie NexGen Global Infrastructure Corp.
- 08/20/07 - NexGen Portfolio manager, Jeff Herold comments on Asset Backed Commercial Paper (ABCP)
- 08/08/07 - NexGen launches Seminar on Tax Managed Investing for Incorporated Professionals (for Advisors with Doctors, Dentists, Lawyers and Accountants as clients). Click here to request more information
- 06/05/07 - NexGen offers 14 Tax Managed and 14 Registered Mutual Funds
- 06/05/07 - Macquarie NexGen Global Infrastructure Corporation raised $7.17 million in May and $7.46 million in April. Total aggregate gross proceeds raised to date are $105.8 million
- 04/01/07 - New Fund Manager: Jonathan Baird joins NexGen’s investment management team. NexGen Global Value Funds open for business April 2nd
- 03/15/07 - Incorporated Business Investment Tax Primer developed
- 02/01/07 - NexGen works with Macquarie Group to offer a closed-end product: Macquarie NexGen Global Infrastructure Corporation
- 01/02/07 - NexGen Fund’s Tax Structure Objectives 100% Achieved at Year End
- 12/06/06 - Bob McWhirter, manager of 5 NexGen mandates, receives 3rd consecutive Canadian Investment Award
- 11/22/06 - NexGen Funds Approved for sale at most major dealer firms in Canada
