Category archives: Interviews

Interview with John Kalos of Merit Financial Planning

Last update on Aug. 28, 2017.

Image Credit: Vintage Tone/Shutterstock.com

 

In this series, I (Jin Choi) publish interviews of interesting financial professionals. The following is a transcription of my interview of John Kalos, who runs Merit Financial Planning. Please note that the transcription has been lightly edited to improve clarity.

Jin: Hi, John. Could you please introduce yourself?

John: Yes, of course. So, my name is John Kalos, and I run an independent fee-based financial planning firm here in Montreal called Merit Financial Planning. I’ve been in the industry for close to twenty-five years. For the past twenty years, I’ve been a ...

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Interview With Resurgent Capital, An Activist Investor In The Microcap Space

Last update on Sept. 15, 2017.

Image Credit: Lemau Studio / Shutterstock.com

 

[Jin's Note: I occasionally conduct interviews with fund managers and other investors to document their unique approach to investing. The following is an interview I conducted with Joel Freudman, manager of Resurgent Capital.]

Jin: Could you please introduce yourself?

Joel: My name is Joel Freudman. I am born and raised in Toronto, and studied Commerce at the University of Toronto and Law at Western University. I practiced law for about six years before deciding to establish Resurgent Capital Corp. In addition, I have been managing my personal investment portfolio for over ...

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What's A Trend Following Strategy, And Why Does It Work? - My Conversation With Kevin Vandermeer

Last update on May 29, 2017.

Image Credit: patpitchaya / Shutterstock.com

 

In this new series, I will interview different investment managers and document their unique strategies. The following content is based on my conversation with Kevin Vandermeer, who manages the Resilient Canadian Equity Trend Fund.

Kevin is an accomplished investment manager who won the Lipper Award and the TopGun Award in the past for his “fundamental approach” to investing. The fundamental approach (or fundamental analysis) is synonymous with value investing; that is, the approach involves trying to understand the actual business underlying each stock. So I was surprised when Kevin told me ...

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