Why sometimes process matters more than performance. One of my go-to podcasts is How I Built This, where Guy Raz interviews some of the world’s best-known entrepreneurs about how they built their companies. I’ve been a listener for years, partly for the human side of it: the real, unpolished moments of doubt and failure that […]
As published in The Globe and Mail Investing is much about interpretation. Markets decide which ideas deserve confidence, which should fade and which assumptions have outlived the evidence. Individuals and organizations can craft compelling market narratives, but they can't control them forever. Narratives can take on lives of their own and persist after facts change, […]
A small rule change is giving retail investors outsized influence over market volatility. Working through market commentaries recently, the same word kept coming up: volatility. Generally speaking, that's usually in reference to oil, inflation, rates... the standard. But I came across an article in Barron's that introduced a new name to the list of volatility […]
Why the next phase of AI may be constrained by capital, not innovation I recently came across a term that neatly captures the mood in technology markets: "The Chip Wreck." It refers to the volatility that has characterized semiconductor stocks in recent months. The companies that design and manufacture the chips powering everything from smartphones […]
Aman Budhwar Teresa Lee Laura Baker Amar Pandya Tracy Tidy Sharon Wang Felix Narhi Lynn Frazer Christopher Chow Ruben Gomez-Garcia Lukasz Darowski Maria Pacella Andrew Cheung Aman Budhwar recommends King of Kings by Scott Anderson What is it about? The book delves into the complexities of the Iranian Revolution of 1978–79, a pivotal event that […]
After returning from Space Canada’s Horizons 2026 conference held at the Canadian Space Agency headquarters, we sat down with Amar Pandya, Equity Portfolio Manager, to discuss the key themes that emerged and how they translate into potential investable opportunities. With the space sector gaining renewed attention, particularly ahead of the anticipated SpaceX IPO, the conversation focused on how structural shifts in government spending, procurement urgency and geopolitical […]
How prediction markets reveal what we believe -- and how we behave. A few years ago, I read Everybody Lies by former Google data scientist Seth Stephens-Davidowitz. The book introduces the power of big data with a distinctly sociological lens, drawing on information from Google, Facebook, and other digital platforms. Its premise is simple: if […]
The market thinks software is breaking. We think it is being tested. It has been a hard time to be a value investor. Growth stocks have meaningfully outperformed value for decades, and investors have increasingly questioned whether value investing works at all. That is a remarkable place to find ourselves. Value investing is the foundation of modern finance, built on […]
As published in Canadian Family Offices The fund’s manager, Emily Wheeler, outlines her investment strategy, plus her take on interest rates, commodities and the 2026 economy. Family offices face a familiar tension in today’s bond market: how to preserve wealth while still achieving meaningful returns amid uncertainty. Traditional fixed income strategies—once the core of a […]
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