• 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

Canadian Small Caps: High potential returns but with unique risks

As published in the Finance et Investissement/Conseiller.ca December 16, 2024 (In French) | Image by starline on Freepik Winds of change are in the air. Years of rising interest rates to tame the inflation beast are […]
Articles
Commentaries

Commentaries

US Small / Mid Cap Equity Fund – December 2024

Highlights Positive contributors to the Fund included Jabil Inc. (NYSE: JBL) and Antero Resources Corporation (NYSE: AR). Detractors to performance this month included Fluor Corporation (NYSE: FLR) and M/I Homes, Inc. (NYSE: MHO) . The Fund initiated a new position in Verisign Inc. (NYSE: VRSN)…

Podcasts

Deploying Generative AI and Other TMT Predictions – Part 2

GenAI, machine learning, cloud computing and chips galore. Where business leaders are investing.
Podcasts