Adhering to our discipline while mitigating portfolio risks helps us navigate what could be a volatile yet stubbornly-low interest rate environment to come.
Q4/2019 Commentary
2020-01-03, Joe Jugovic
Abnormally low/negative bond yields continued to push investors to search for higher returning investments, prolonging the current equity cycle.
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Emphasis On Durability
2019-11-22, Clement Chiang
Businesses that generate durable and persistent cash flows demonstrate resiliency. Financial flexibility is also key to ensuring staying power.
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Founding Principles
2019-11-15, Vanessa McNabb
Quality and Value. These principles define our investment process, helping us generate attractive risk-adjusted returns for our clients over the long term.
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The St. Petersburg Paradox
2019-10-25, Jason Reed
As the premium for fast growing businesses continues to climb, consider this casino game analogy and how it relates to our investment approach.
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Q3/2019 Commentary
2019-10-04, Joe Jugovic
There was no shortage of negative headlines this quarter. They seemed at odds with the favourable return environment, which is not atypical of bull markets.
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The Four Most Dangerous Words
2019-07-26, Clement Chiang
Historically when the market fully believes in these four words, the next chapter has been a painful experience.
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Q2/2019 Commentary
2019-07-05, Joe Jugovic
Global markets edged higher in the second quarter, following the strong rebound in Q1. While gains are welcome, markets are struggling to advance meaningfully.
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Pulling The Goalie
2019-05-31, Jason Reed
How the analogy of pulling the goalie in hockey relates to investing. What does it mean for value investors?
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Turning Blue
2019-04-26, Clement Chiang
Last week’s Alberta provincial election saw the United Conservative Party (UCP) winning by majority vote with 63 legislative seats, leaving the NDP with 24.