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.
Q1 2025 Market Letter
2025-04-09, Clement Chiang
Trade disruptions, government cutbacks & market volatility are creating a challenging environment – but our investment process has prepared us for these times.
MORE >
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.
MORE >
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?
MORE >
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.
MORE >
Going Bananas!
2024-12-10, Joe Jugovic
The U.S. has posted returns of nearly 30% so far this year on the back of one of the most highly concentrated and highly valued stock markets in history.