February 21, 2014
MD’s mutual fund family was ranked as the second top-performing family for 2013 according to data from Toronto-based Morningstar Canada and as recently reported in Investment Executive.
William R. Horton, Jr., Chief Investment Officer at MD, spoke with Investment Executive reporter Catherine Harris and attributed MD’s stellar performance to the use of multiple external portfolio managers as well as a methodology that determines the right mix of portfolio managers “for different market realities.” He explained, “The idea is to get, not just the best managers, but the right mix of managers for each fund at any point in time.”
In October 2013, MD filed a patent application in Canada and the United States of its proprietary fund management process developed exclusively for Canadian physicians.
The article “Flexible mandates boost fund results” is available only in English.
About MD Physician Services
MD Physician Services, with more than $35 billion in assets under administration, is a wholly-owned subsidiary of the Canadian Medical Association. MD is dedicated to serving physicians and their families. MD Physician Services provides financial products and services, the MD family of mutual funds, private investment counselling services and practice management services through the MD Group of companies. For a detailed list of these companies, visit mdm.cma.ca.
Communications Manager, MD Physician Services Inc.