The Fund Counsel:

Levi Folk & Richard Webb

Richard Webb and Levi Folk publish a monthly mutual fund information and strategy newsletter called The Fund Counsel: Comprehensive Advice for the Independent Investor. Founded in 1996, the newsletter has since proven its value to hundreds of select charter subscribers by giving sound timely advice, out-performing the markets and explaining the dynamics of mutual fund investing in simple, yet powerful language.

Richard Webb is an international economist. With an M.A. in economics from Oxford University and McGill University, he has done extensive research on speculation in financial markets. His work is published in the Financial Post, the Globe and Mail, Investment Executive and the Investor’s Digest of Canada.

Levi Folk is an international economist with an M.A. in economics from The University of Western of Ontario and University of Toronto and has researched foreign exchange markets and efficiency related topics. He started the Foreign Exchange Monthly Publication for the Bank Credit Analyst and has written for the Asian Times, the Globe and Mail, Investment Executive and Investor’s Digest of Canada.

Current Lecture Topics Include:

RRSP FOCUS: MAKE THE RIGHT RRSP CHOICES IN ’98
This practical presentation discusses what kind of asset allocation investors should have in RRSP, both foreign and domestic; How to diversify effectively and to maximize returns and protect the downside risks; Which fund groups will be winners in ’98; and, What characteristics an investor should look for in a fund.

MUTUAL FUND PROTFOLIO INFRASTRUCTURE: BUILD A STRONG FOUNDATION FOR LONG TERM PROFITS AND RISK MANAGEMENT
The big issues covered in this presentation include: How many funds should you hold? How many fund families should make up a portfolio? How can you effectively diversify your portfolio? How safe are your funds? What are the big risks facing fund investors and how can they be avoided?

THE PASSING LANE ON THE ROAD TO 2000: THE HOTTEST MUTUAL FUNDS OVER THE NEXT TWO YEARS
This presentation is a run through of Canadian and international mutual fund categories to pick out the winners. It discusses Why Equity funds remain the best bet; How bond funds can benefit from deficit cutting; Whether science and tech funds are really worth all the attention they get; and, How to allocate cash across your portfolio.

WHO CARES ABOUT PAST RETURNS? SMART, FORWARD LOOKING STRATEGIES TO PICK YOUR FUNDS
This presentation debunks the myths of backward-looking fund picks; How to find consistent managers; Avoid buying over-valued funds using P/E ratios; and, How to pick the right fund sectors.

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