Q4/22 Investment Market Commentary
Watch M. Paul Bloom, CIO at Bloom Investment Counsel, Inc. review Q4/22 and share his thoughts on the investment markets in the coming year.
We anticipate that 2023 is going to be a difficult year. One where investors will need to be stock pickers rather than following the index or trends of the market.
As active investment managers selecting individual stocks which we believe will perform well and not simply because they are included in an index, we believe our style of investing should have a positive impact on clients’ investment portfolios this year.
Our outperformance in 2022 was not an anomaly or coincidence. Many studies have shown that over decades, higher dividend-paying stocks in which Bloom specializes, have substantially outperformed the S&P/TSX Composite Index.
Our overall objective for clients’ portfolios is a total return approach: income and capital appreciation, by investing in higher-yielding common equity stocks with a market capitalization of over half a billion.
If you are a high-net-worth individual, family office, foundation, corporation, institution, or trust and would like to receive a copy of our detailed Q4/22 review and outlook, please subscribe to our quarterly investment overviews here.
Some of the topics that are discussed in this video may contain forward-looking statements. This information, by its nature, is subject to risks and uncertainties that may cause actual events or results to differ materially from such forward-looking statements. Further, please note the date of the recording, as January 13th, 2023, as some of the comments are time-sensitive.
Bloom Investment Counsel, Inc. is a well-established Toronto-based independent, privately-owned boutique investment management firm providing actively managed, customized Canadian and U.S. dividend-paying portfolios for wealthy individuals, family offices, foundations, corporations, institutions, and trusts.
Founded in 1985, Bloom has experience in managing in excess of $2.5B in assets over the years. We believe that generating independent cash flow is central to the success of our clients’ portfolios because it provides capital for the present day, if needed, while continuing to preserve and build wealth for the future.
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This video is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to. Individual circumstances and current events are critical to sound investment planning; anyone wishing to act on this video should consult with his or her financial partner or advisor.