• 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

Three ways to identify capital compounders

As published in the Globe & Mail on July 9, 2024 (for subscribers only) There are thousands of publicly listed companies globally, yet only a small percentage generate long-term wealth for shareholders. In a study […]
Articles
Commentaries

Commentaries

Bond Universe – Q2 2024

HighlightsStrength in Q2 was partially attributable to a rally in response to the Bank of Canada’s decision to reduce the overnight lending rate. Areas of focus over the quarter were defensive sectors including Utilities and Consumer Staples. The Fund is underweight in non-Investment Grade.…

Podcasts

Distressed Credit Markets: An Inside Look

A unique value proposition – what we do and what we don’t do
Podcasts