• 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

Investors following the ‘momo’ may be missing out on a growing opportunity

As published in the Financial Post on August 25, 2024. British pop band Dead or Alive had a massive hit in the mid-80s with their song “You Spin Me Round (Like a Record)” on their […]
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Commentaries

Commentaries

Corporate Bond Fund – August 2024

HighlightsKey performance contributors included convertible bonds in Revance Therapeutics Inc., OPKO Health Inc., and Cineplex Inc. Key detractor was Stem Inc. We added weight to several lines of existing credits including Crowdstrike Holdings Inc, which we consider an extremely strong credit,…

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Distressed Credit Markets: An Inside Look

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