S1E10: Income Equities with Jeannine LiChong from Waratah Capital Advisors Ltd.

In this episode, Ginsler Wealth CEO, Brian Ginsler, speaks with Jeannine LiChong, Portfolio Manager of the Waratah Income Fund, about her path to portfolio management, North American income equities, navigating through investment crises, and the importance of being a good listener. They also discuss their shared experience working with Ira Gluskin, and how they still carry his lessons with them today.

In this episode we discuss:

1:55 Background of Jeannine LiChong

3:23 Music and investing

5:45 Meeting and working with Ira Gluskin

12:17 About Waratah and the Waratah Income Fund

16:34 Income trusts and the Halloween Massacre

19:38 Idea generation

22:39 Using Waratah’s resources and knowledge base

25:37 Examples of fund holdings: Intact and Definity

28:31 Thoughts on debt

31:14 Lessons from 2008

33:24 Portfolio positioning today

35:16 Being a woman in the investment industry

36:57 Closing remarks and disclaimers

Note that past performance is not indicative of future returns, and nothing in this episode should be considered as investment advice.

The Unlimited Podcast is a Ginsler Wealth audio production. It is hosted and produced by Brian Ginsler, and edited and mixed by Kathryn Donville.

An additional disclaimer from Waratah: The information relayed by any employee of Waratah Capital Advisors Ltd. (“Waratah”) in this podcast is not to be construed as investment advice or as an endorsement of any entity or security discussed.  Waratah takes no obligation to correct, update or revise any statements made. In addition, participation in this podcast does not constitute an offer, promotion, or solicitation of an offer to buy any interest in any fund, product, or service in any jurisdiction managed by Waratah.