3 critical “Do Nots” that differentiate our fundamental, quality and value-oriented investment strategy from that of short-term, momentum-oriented investors.

3 critical “Do Nots” that differentiate our fundamental, quality and value-oriented investment strategy from that of short-term, momentum-oriented investors.
A summary of themes from a recent investor conference attended by the Canadian equity team.
VP & Portfolio Manager Clement Chiang summarizes key points from our latest quarterly market commentary.
With today’s unusually complex macroeconomic landscape, we continue to be proactive rather than reactive as we build & maintain resilience in our strategies.
Portfolio Manager Steven Kim reviews small cap holding Winpak through a simple 3-question framework that may help investors focus on the right questions.
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.