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Posted on: June 18, 2012

The Dragon of Dividends

Investor and TV host Kevin O’Leary likes to tell how his investment strategy derives from his mother’s preference for safe stocks that pay dividends.

“She’d say the same thing every week when she got paid,” said O’Leary at a presentation in Victoria June 12 sponsored by Alitis Investment Counsel. “She’d say: never spend the principle – just the interest – and never buy a security that doesn‘t pay a dividend.”

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Posted on: May 2, 2012

Taking on the Fund Managers

In 2007, business television personality Kevin O’Leary went shopping for a fund management firm he could call his own; one that matched his value-yield style of investing. He soon clicked with Stanton Asset Management chief and Wall Street veteran Connor O’Brien, and the pair launched O’Leary Funds, which has seen its assets under management grow from $400-million in year one to $1.2-billion today. Mr. O’Brien recently spoke with Dan Ovsey about the genesis of O’Leary Funds, working with a celebrity and the strategy behind the success of the relatively new partnership. Following is an edited transcript of their conversation.