Videos

Jonathan Baird - August 30^th, 2010

Portfolio Manager Jonathan Baird sees the world in a light where opportunities about for his Global investment mandates.

• August Challenges but Funds Overcome
• Gold a Boon for Performance
• Defense for the fall

Jeff Young, August 30^th, 2010

Lead Manager Jeff Young dissects the current market environment including what the opportunities are what to watch out for.

• Earning vs. Economics
• Housing and Employement Still a Challenge
• The Fed Plan

Keith Graham - June 23^rd, 2010

An Introduction to Keith Graham & the Turtle Group of Funds

• Who I Am
• The NexGen Turtle Partnership
• The Turtle Investment Style
• NexGen Turtle Canadian Equity
• NexGen Turtle Canadian Balanced

Jeff Young, April 26^th, 2010

• Equity markets continue to show strength
• Banks and Industrials have fared best
• Healthcare companies disappoint

Jonathan Baird - April 26^th, 2010

• Rates will be moving higher
• The Goldman Sachs Issue
• A Bullish Summer: USD & Resources

John Zechner March 24^th, 2010

• Bull and Bear Battle Brings Balance
• Earnings Accelerate
• The Value in Tech and Financials

Jonathan Baird - March 24^th, 2010

• Mergers and Acquisitions Abound
• Growth in Developing Countries Difficult to Rival
• BoC Ponders Housing Prices and Interest Rates

Jeff Young, March 24^th, 2010

• Momentum Over-Value in Over-Bought Market
• Confidence, Credit and Income Growth
• Companies Show Strength in Record Cash Reserves

John Zechner March 3^rd, 2010

John Zechner, Macro-Economic Guru, pulls it all together to provide a concise view on the market.

• Playing on Global Growth
• Oil, Gas and Uranium
• Financials Improve, Large Techs Look Good

Jeff Young, March 3^rd, 2010

Lead Manager Jeff Young dissects the current market environment including what the opportunities are and what to watch out for.

• The Transition from Fiscal Stimulus to User Demand
• A Bottom Up Perspective
• The Return of High Quality Dividend Payers

Jonathan Baird - March 3^rd, 2010

Portfolio Manager Jonathan Baird sees the world in a light where opportunities abound for his Global investment mandates.

• Rebound Month
• Stimulus and Interest Rates
• Bullish on Oil & Natural Gas

John Zechner February 2^nd, 2010

John Zechner, Macro-Economic Guru, pulls it all together to provide a concise view on the market.

• The Downside of Good News
• A Five Year Bull
• Tech Spending is Back

Jeff Young, February 2^nd, 2010

Lead Manager Jeff Young dissects the current market environment including what the opportunities are and what to watch out for.

• Strong Earnings Continue
• Regulation in the Financial System
• Are Fundamentals Coming Back?

Jonathan Baird - February 2^nd, 2010

Portfolio Manager Jonathan Baird sees the world in a light where opportunities abound for his Global investment mandates.

• China & India Raise Rates
• How to Protect Your Money in 2010
• Resource and Emerging Markets Show Promise

John Zechner - December 17^th, 2009

John Zechner, Macro-Economic Guru, sums up 2009 and discusses the opportunities arising in 2010

• Early in the Economic Cycle
• Where Will Growth Come From?
• Finding the Earnings Stories

Jeff Young, December 17^th, 2009

Lead Manager Jeff Young believes 2010 will be an exciting year and that high quality dividend paying securities will outperform

• The Market Returns to Quality
• Stimulus, Corporate/Consumer De-leveraging & the US Dollar

John Zechner November 25^th, 2009

John Zechner, Macro-Economic Guru, pulls it all together to provide a concise view on the market.

• Low Interest Rates Inspire Growth
• A Strong Liquidity Driven Market

Jeff Young, November 25^th, 2009

Lead Manager Jeff Young dissects the current market environment including what the opportunities are and what to watch out for.

• Revenues Improve
• Large Cap Stocks Join the Party

Jonathan Baird - November 25^th, 2009

Portfolio Manager Jonathan Baird sees the world in a light were opportunities abound for his Global investment mandates.

• Buying in Pullbacks
• Prospects for Chinese Equities

Jeff Young, October 23^rd, 2009

Lead Manager Jeff Young dissects the current market environment including what the opportunities are and what to watch out for.

• Revenues Begin to Support Earnings Estimates
• Current Market Headwinds
• Taking Profits, Building Cash

John Zechner - October 20^th, 2009

John Zechner, Macro-Economic Guru, pulls it all together to provide a concise view on the market.

• A Strong Liquidity Driven Market
• The Power of Zero Interest Rates
• A Blowout in Earnings and Revenue

Jonathan Baird - October 19^th, 2009

Portfolio Manager Jonathan Baird sees the world in a light were opportunities abound for his Global investment mandates.

• A Surprising Move in Equities
• Capturing the Natural Resource Trend

Jeff Young, September 9^th, 2009

Lead Manager Jeff Young dissects the current market environment including what the opportunities are and what to watch out for.

• Did Investors on the Sidelines Miss the Game?
• The Higher the Expectations, The Harder They Fall
• The Allure of Non-Cyclical Stocks

Jonathan Baird September 9^th, 2009

Portfolio Manager Jonathan Baird sees the world in a light were opportunities abound for his Global investment mandates.

• A Constructive Market with Positive Prospects
• The Near-term for Natural Gas and Oil

Jeff Young, August 17^th, 2009

Lead Manager Jeff Young examines current market conditions from a macro and micro perspective and discusses how these factors are influencing his portfolios.

• Improvements in the Global Economy
• Q2 Earnings Season: Positive Signs and Warnings
• A Long Term Perspective is Needed

Jonathan Baird August 17^th, 2009

Find out what NexGen’s Jonathan Baird is thinking about the market and what he is doing within the portfolios he manages.

• Constructive Markets in July
• What's in Store for Early Fall
• Finding the Value

Jeff Young, July 9^th, 2009

Lead Manager Jeff Young dissects the current market, discussing everything from macro-economics to micro-trends that are influencing his portfolios.

• Valuations Ahead of Fundamentals
• Market-Created Deflation vs. Government-Created Inflation
• A View on Q2 Earnings
• Overview: Portfolio Positioning

John Zechner July 9^th, 2009

John Zechner, Macro-Economic Guru, pulls it all together to provide a concise view on the market.

• A Long Term Bull
• Emerging Markets to Lead Global Recovery
• When Will Corporate Profitability Return?
• The Commodities Trend
• The Opportunity for Investors

Jonathan Baird July 3^rd, 2009

Jonathan Baird offers an overview of the current market environment and the important developing stories as we exit the 2nd quarter.

• Signs of a moderating recession
• New economic growth to be lead by developing countries
• Positive commodities environment developing
• The risk-reward equation in China

Jeff Young, June 4^th, 2009

Find out what NexGen’s Jeff Young is thinking about the market and what he is doing within the portfolios he manages.

• Have we seen the bottom?
• Signs from Q1 earnings
• Fundamentals key to sustainable growth
• Looking before you leap

John Zecher, April 27^th, 2009

Find out what NexGen’s John Zechner is thinking about the market and how he is taking advantage of that knowledge in his NexGen Funds.

• The Stock Market Rally
• Long Term Vision, Short Term Action
• Portfolio Strategy

To read the full commentary, click here

Jonathan Baird Nov 28^th, 2008

The economic backdrop has continued to deteriorate, but the unprecedented efforts of Central Banks around the world have managed to avert a complete meltdown. Jonathan Baird, Portfolio Manager of NexGen’s Global Value and Resource Funds examines the current Bear market conditions, focusing on:

• The Commodities Story
• The Stock Market Now
• Portfolio Management Strategy

To read the full commentary, click here

Jeff Young's Video Summary - Nov. 10^th, 2008

The past couple of months certainly have been volatile for the average investor. After successfully mitigating the downside, Jeff Young, Portfolio Manager of NexGen's 3 Large Cap Mandates, discusses the current environment as he sees it, focusing on:

• The Effects of the Market Sell-off
• The Contributing Factors of the Sell-off
• Have We Reached the Bottom?
• What is the Impact on the Strategy of the Funds?
• Market Developments and Trends

To read the full commentary, click here

John Zechner’s Video Summary - Nov. 10^th, 2008

What have we learned about the downturns of the past and how does this affect the current market environment? John Zechner compares this downturn with major recessions of the past. Includes discussion on:

• Global recession fears are already "priced in" to valuations
• Global "reflation" is only just beginning
• Current bear market make stocks look more under-valued than anytime in 25 years
• Global "de-coupling" argument still not settled
• Stock market collapse creates buying opportunities

To read the full commentary, click here

John Zechner’s Video Summary - Oct. 29^th, 2008

What investors hate more than anything is uncertainty; and this credit crisis is creating more uncertainty about the current situation and future outlook than anyone has seen in decades, if ever. This is clearly the largest financial crisis of our generation but what does that mean for the market and John’s NexGen Portfolio. Includes Discussion on:

• The Commodities Story
• The Stock Market Now
• Portfolio Management Strategy

To read the full commentary, click here