• Our goal is to protect and grow wealth for our investors over time

    We have a talented investment team of expert analysts, security selectors and independent thinkers who actively manage a suite of differentiated investment funds, exploiting inefficient parts of the investing universe to achieve our goal.

Articles

Truth or dare: Why market predictions fail

“The lesson is that no amount of sophisticated statistical analysis is a match for the historical experience that ‘stuff happens’.”  ―Mervyn King, The End of Alchemy: Money, Banking, and the Future of the Global Economy Published […]
Articles
Commentaries

Commentary

Small/Mid Cap Dividend – Q4 2022

HIGHLIGHTSKey positive drivers were Spartan Delta Corp (TSX: SDE), North American Construction Group Ltd. (TSX: NOA), Chorus Aviation Inc. (TSX: CHR) and Exchange Income Corporation (TSX: EIF). A new position is NFI Group Inc. (TSX: NFI), which manufactures and sells buses and aftermarket servi…

Podcasts

Profiles in Credit – Focusing on 2023 with Geoff Castle and Callum Thomas

In this episode Geoff Castle, Fixed Income Portfolio Manager, catches up with Callum Thomas, founder and head of research of Topdown Charts for their annual podcast.
Podcasts

Awards and Media

We have a passion for investing. This has been recognized with a number of awards and has also garnered interest from the media.

Globe & Mail
BNN Bloomberg
Financial Post
Fund Grade A+ 2019