VP & Portfolio Manager Steven Kim details our Seven Tests framework, which is grounded in fundamental analysis and guides our investment process.
Land of Confusion
2025-03-05, Richard Fortin
As economic and geopolitical chaos dominate much of the narrative, refuge can be found in traditionally resilient, but recently overlooked, sectors.
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Investing a Lump Sum with Confidence
2025-02-26, Jason Reed
While receiving a cash inflow should be a cause for celebration, it can also be stressful, as it comes with a decision: how should you use it?
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A Small Cap Perspective on “American Exceptionalism”
2025-02-05, Derek Nichol
Given the apparent strength of the U.S. economy and stock market, you might wonder why our Global Small Cap Strategy only holds a ~13% weight in U.S. equities?
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What You Need to Know About Tax Planning in 2025
2025-01-29, Vanessa McNabb
With the sudden prorogation of Parliament, many Canadians are left wondering how the proposed increase to the capital gains inclusion rate will impact them.
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Q4 2024 Market Commentary
2025-01-08, Mathew Hermary
The U.S. economy remained resilient in 2024, outgrowing other developed countries. Mega-cap tech stocks led the S&P 500 to dominate global markets yet again.