Compass Commentary

Compass Commentary Banner Our latest moneymaking and saving ideas.

The Compass Portfolios team keeps an eye on the issues and events that are driving your portfolio's performance. We’re always thinking about how we can help you make a buck or save a buck.

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1st Quarter 2019

Portfolio Manager's Commentary Q1 2019

12:00 PM MDT Sun March 31, 2019
​The Portfolio Manager's Commentary by Gene Hochachka, Chief Investment Officer, is available for the first quarter of 2019. 
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4th Quarter 2018

Sub-Manager Commentary Q4 2018 - Investment Strategies

12:00 AM MST Mon December 31, 2018

​​Sub-Advisors for the Compass Portfolio program reviews the events in their underlying Investment strategies during the fourth quarter of 2018. Sub-Advisor commentary includes those from Canso Investment Counsel, Mawer Investment Management, and QV Investors Inc.​​​​​​​​​​​​​​​​​​


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3rd Quarter 2018

Sub-Advisor Commentary Q3 2018 - Markets

12:00 AM MDT Sun September 30, 2018
Compass Sub-advisors discuss the market and analyze the events during the third quarter of 2018. Contributors to sub-advisor commentary includes Canso Investment Counsel, Mawer Investment Management, and QV Investors Inc.​​​​
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