Dan Hallett & Associates Inc.

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In the Press Bloomberg.com (January 9, 2008): CI Financial's Radlo bets on AltaGas, Manulife for global fund Radlo 'is a talented stock picker, he has a strong track record and a loyal following, so his hiring is very significant for CI,' Dan Hallett, an independent mutual-fund analyst in Windsor, Ontario, said in an interview today. Globe and Mail (January 9, 2008): Trimark Fund manager resigns Dan Hallett, an independent fund analyst, described Mr. Bousada's resignation as a "significant loss" because it not only means a key manager leaving, but also because it comes on the heels of exits by others. Toronto Star (January 9, 2008): Trimark Fund manager resigns "It's a huge loss, even more significant when put in context against the other departures," independent mutual fund analyst Dan Hallett said. Investment Executive (January 2008): Wellington West goes shopping for a mutual fund dealer Dan Hallett, president of Windsor, Ont.-based fund industry analysis firm Dan Hallett & Associates Incorporated , applauds Wellington West's strategy of releasing such detailed financial performance. 'It's unusual, but it's almost like a trial run,' he says. 'I think it's positive. It's probably an indication Wellington West intends to go through with the IPO. It's letting prospective investors and analysts start to follow the company and build a history in terms of its reporting and disclosure.' Investment Executive (January 2008): Are investment products lacking transparency? In comparison to some other products, mutual funds are reasonably good about disclosure, says Dan Hallett, president of Windsor, Ont.-based fund analysis firm Dan Hallett & Associates Incorporated Unlike PPNs, which, Hallett says, have fee disclosure in irregular and illogical places such as in a section entitled 'net asset value,' a mutual fund prospectus is easy to compare with documents from other funds. Globe and Mail (December 21, 2007): Socking some away for the kids Dan Hallett, president of investment research/counselling firm Dan Hallett and Associates Incorporated, prefers actively managed equity funds in his RESP. He and his wife make monthly contributions to Trimark Fund SC, long his favourite global stock fund. It's always 'been run by strong managers' and has a low MER of 1.6 per cent. Globe and Mail (December 20, 2007): Investors vent ire over Javasky's giant fund Looking ahead toward a possible bear market, independent fund analyst Dan Hallett noted that Ivy Canadian holds a lot less cash (it keeps a fund buoyant in a down market) now than it has in the past. Incidentally, Mr. Hallett is no fan of Ivy Canadian, having issued a "sell" recommendation on it three years ago. National Post (December 18, 2007): Chasing results comes at a cost Fund analyst Dan Hallett says ZAG "contradicts what I would intuitively expect." National Post (December 15, 2007): Why should I care about the credit crunch? Initial concerns revolved around money market mutual funds. Morningstar Canada found only small proportions of ABCP in them. The few that owned significant amounts, such as National Bank, were quick to issue statements they would backstop affected funds.

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