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Mackenzie Ivy has posted their quarterly update

http://bit.ly/131TlY

I get mixed reactions form other advisors on Ivy, but I’m a fan of this group of funds.  They’ve stuck to quality businesses which make money even in slumping markets, and for a group of funds that is comprised of 90% stock holdings - or more - their volatility is remarkably low.

Not to mention their managers look like a breeding experiment between MENSA and the Algonquin Round Table.  Look at page A2.  They look ready to jump through my screen and mathematically deduce what I ate for breakfast this morning.

2009.05.08  2:00pm  

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