Annual Report

This power company’s flatlining stock has considerable upside potential Polaris Infrastructure Inc. could be one of the great turnaround stories of 2016. Fresh from a sweeping recapitalization that eliminated the company’s excessive debt burden, the shares now yield almost 8 per cent and have massive upside if management’s expansion plan pays off. So why is …

Article (Globe and Mail) featuring a Goodwood Funds’ investment Read More »

Now’s the time to find returns with shareholder activism Shareholder activism is one tool that can move a stock above bargain pricing faster than waiting for a market recovery. Using GDP expectations to forecast corporate earnings is one of the many gauges of how much a market will return for the year. By this measure, …

Curt Cumming contributes to Advisor’s Edge Magazine Read More »

Goodwood Milford Fund receives fourth Award at the Canadian Hedge Fund of the Year Event TORONTO, Oct. 21, 2015 /CNW/ – Goodwood Inc. is pleased to announce that the Goodwood Milford Fund received the second place award at the 2015 Canadian Hedge Fund of the Year Awards held last night and hosted by KPMG.  The Goodwood Milford …

Chris Currie Wins Award Read More »

Polaris Infrastructure – Large Discount to NAV, Attractive Return Potential Summary High IRR (30% – 50%) investment opportunity with near term catalysts. Fixed balance sheet and new management provide attractive risk / return profile. Should be near-term dividend payer. Editor’s Note: Polaris Infrastructure trades with much greater liquidity on the TSX under ticker PIF. Company: …

Article (Seeking Alpha) featuring a Goodwood Funds’ investment Read More »

Curt Cumming speaks at the World Alternative Investment Summit Conference

It’s a Recession – Now What? And what does that mean for client portfolios? The R-word. Two consecutive quarters of negative growth mean Canada is in recession. What does that mean for client portfolios? Real GDP contracted at an annual pace of 0.5% in the second quarter of the year, which followed a revised decline …

Chris Currie Comments Read More »

Polaris Infrastructure Inc. Looks Much Better Now Summary Ram Power has changed its name to Polaris Infrastructure Inc. Apart from changing its name, the company announced a radical restructuring process. Today, Polaris is a totally different company; what’s more, the company, after many years of failure, could offer value to long-term investors. This idea was …

Article (Seeking Alpha) featuring a Goodwood Funds’ investment Read More »

How to reinvigorate companies you buy Finding hidden value in overlooked assets When Goodwood Funds takes an activist stake in a company, its managers don’t wait for the stock market to reward their position. Instead, they remake companies to highlight their worth to potential purchasers. The firm loves unrecognized assets, says president Curt Cumming. “It …

Interview with Peter Puccetti, Chris Currie and Curt Cumming Read More »

Curt Cumming speaks at the World Alternative Investment Summit Conference