Bellwether Investment Management Holds Their Fourth Investment Seminar for Individual Investors.

Oakville, Ontario, June 12, 2009 - Bellwether, an independent boutique investment management firm specializing in North American equities, shared their views on the current and future market outlook with invited guests. The seminar took place at the Credit Valley Golf and Country Club and was presented by Bellwether’s Chairman, John Wood.

“Since the level of uncertainty among investors is very high right now we decided to update our view of the investment environment as a follow up to our November 11th 2008 investment seminar. The ongoing uncertainty about the economy and the strength of the stock market has added to the complexity of investing. Our analysis of the economy indicates that the worst of the financial crisis is behind and that a recovery of economic growth should start before the end of this year and therefore equities will outperform bonds. In addition, we are seeing good value in companies benefiting from the renewed growth in China’s economy such as materials and energy, which we are emphasizing in our portfolios.”

Mr. Wood made the following comments when asked if it was the right time to invest. “At the beginning of 2009, we felt equity markets in North America would provide investors with reasonable returns coming out of the recession. We remain cautiously optimistic for North American equity markets as valuations, despite recent price run-up’s, remain low relative to long term earnings growth rates. Any improvement in the economy will only accelerate the share price appreciation. Investors need to approach government bonds cautiously; however, as the likelihood of price deterioration has increased as federal government increase their deficit spending.”

Mr. Wood believes growth in emerging economies will remain strong. “Canada is uniquely positioned with a large concentration of commodity based companies. Yet, by investing in companies listed on North American exchanges, we have access to financial information that follows GAAP accounting principles. We prefer investing in emerging economies through North American companies rather than investing in those countries’ stock exchanges.”

Bellwether’s investment approach is based on the fact that the shares of companies that produce consistent growth in profitability are more likely to produce superior long term returns for their shareholders. TWP captures this with their proprietary “Disciplined Growth” investment process. It combines the rigorous discipline of quantitative investment analysis with the business judgment of Bellwether’s partners.

John Wood, Chairman of Bellwether says; “we specialize in fulfilling investors’ need for superior returns. Our objective is to provide them with consistent, attractive, risk-adjusted returns with lower correlations to the equity markets.”

For More Information Contact:

John Wood
Chairman
E-Mail John Wood

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