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.
Back to Routine. Back to the Plan.
2024-09-12, Jesse Brewster
Many of the meetings we have been having lately involve a review of the client’s financial plan. Fall is an excellent time to review your financial plan – and if you don’t have one, well, it’s a great time to get started.
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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.