The Most Important Question – 4th Quarter 2015
By Tye Bousada and Geoff MacDonald, portfolio managers
Why are you reading this commentary? Your time is very valuable and we appreciate you spending some of it reading about your EdgePoint investment. If we had to guess, the number one reason you’re reading this is to gain some insight into the following question:
Will my EdgePoint investment deliver pleasing returns in the future?
The word “pleasing” is very qualitative and subjective. It can mean different things to different people so we’re going to try to quantify it a bit in an effort to make the question a little more meaningful.
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