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.
Things You Can Control… When Things Seem Out of Control
2025-05-01, Jesse Brewster
Market volatility can be dizzying, but for long-term investors with a little financial discipline, there are plenty of opportunities.
MORE >
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 >
Investing a Lump Sum with Confidence
2025-02-26, Jason Reed
While receiving a cash inflow should be a cause for celebration, it can also be stressful, as it comes with a decision: how should you use it?
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?