Please find below performance and details for the various Pathfinder mandates and funds along with an archive for each of our larger Investment Outlook pieces.

LatestFund Performance

Updated March 31, 2025

LatestFact Sheets

Updated March 31, 2025

CORE

North American Equity
English 中文
North American High Income
English 中文
Fixed Income
English 中文

Specialty Mandates

Partners' Fund
English 中文
Conviction Fund
English 中文
Resource Fund
English 中文
International Fund
English 中文

ArchiveSmall Cap. Quarterly Reviews

2025

March 31
English

2024

December 31
English
September 30
English
June 28
English
March 28
English

2023

December 29
English
September 30
English
June 30
English
March 31
English

ArchiveConviction Semi Annual Reviews

2024

December 31
English
June 30
English

2023

December 31
English
June 30
English

2022

December 31
English 中文
June 30
English 中文

ArchiveLarge Cap. Annual Reviews

2024

December 31
English

2023

December 31
English

2022

December 31
English 中文

Client User Guides

Read our step-by-step guide to accessing your online accounts

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Read our step-by-step guide to creating your Pathfinder report

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Read our financial education guide to the basics of investing

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