Webcast: “Investment Decisions: Keep It Simple” with David Cox, CFA, CMT

February 20, 2019 @ 12:00 pm – 1:00 pm

An investment decision making process should not be assumed to work in every investment environment. 

Too often, investors fail to adapt to rapidly changing conditions and find themselves bending their rules and justifying their exposures based on narratives.  Having a clearly defined and objective way to classify and identify market conditions can save considerable financial and mental capital.  We’ll take a look at how I analyze markets and use the backdrop of a challenging 2018 as the case study.


David Cox, CFA, CMT, FCSI, FMA, BMath

David Cox has been a Portfolio Manager at CIBC Wood Gundy in Guelph, Ontario, for the past 15 years. He believes technical analysis is essential to making rational investment decisions, and manages assets using fundamentally screened, yet technically driven trend following