Portfolio Manager Steven Kim reviews small cap holding Winpak through a simple 3-question framework that may help investors focus on the right questions.
Just Doing the Work
2024-09-18, Diana Chaw
The benefit of analyzing what you own is easy to justify. Applying the same approach to opportunities that are not currently investable is just as important.
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Beyond the Limelight of the S&P 500
2024-08-28, Jared Holaday
With global valuations the cheapest they’ve been relative to the S&P 500, we are finding opportunities outside the US.
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When Stretched Balance Sheets Become Investment Opportunities
2024-08-21, Gennice Spanier
Some of our best credit opportunities arise when solid business fundamentals are met with temporarily stretched balance sheets.
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Market Cracks & Continued Opportunities
2024-08-07, Joe Jugovic
Amidst the volatility, Joe Jugovic is focused on opportunities as he highlights the recent takeout activity within our Canadian small cap strategy.
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‘Sticking Around’ with CCL Industries
2024-07-24, Daniel Morgan
Despite slower-than-expected growth over the past five years, CCL Industries demonstrates strong business fundamentals and tangible opportunities for growth.