• 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

Bond Universe – Q4 2024

Highlights Positive contributors to the Fund included TXNM Energy 5.75% ’54 convertible bonds via the combination of price appreciation and a competitive coupon, and OPKO Health Inc. 3.75% ’29 convertible bonds. The Fund added Duke Energy’s 4.125% ’26 convertible bonds. With US High Yield sprea…

Podcasts

Deploying Generative AI and Other TMT Predictions – Part 2

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