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If You Want Peace, Prepare for War

2025-05-15, Canadian Small Cap Team

While the “tariff war” causes waves in the markets, we sleep well at night knowing we’re invested in companies that are prepared for these trying times.

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Are You Getting What You Paid For?

2024-09-25, Canadian Small Cap Team

Portfolio Manager Steven Kim reviews small cap holding Winpak through a simple 3-question framework that may help investors focus on the right questions.

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Differentiated Thinking, Differentiated Results

2024-06-19, Canadian Small Cap Team

Long-standing holding Canadian Western Bank announced a definitive agreement to be acquired by National Bank, marking a big win for our small cap clients.

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Grocery Shopping While Hungry

2023-08-25, Canadian Small Cap Team

Impulse investing while hungry for yield often leads to poor decision-making. This is where sticking with a disciplined approach is wise.

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The Art And Science Of Value Investing

2023-04-28, Canadian Small Cap Team

In uncertain times, a value investing approach can provide clarity and conviction to remain steadfast.

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2023 And The Rise Of Investment Opportunities

2023-01-13, Canadian Small Cap Team

Will rising interest rates and lower valuations mark a shift in investment opportunities in 2023?

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