Cutting Through the Noise
December 17, 2018
Like the Patriots, portfolio managers have edges they can exploit. Here are three.
Read More 0 CommentsDecember 12, 2018
December 6, 2018
Canada's big banks make gobs of money. We feel obligated to report just how much.
Read More 0 CommentsDecember 3, 2018
Everyone becomes an economist in bad markets and tends to forget what they don’t know. Don't be that person.
Read More 0 CommentsNovember 29, 2018
All you need to know about distributions, and the estimated year-end figures for our funds.
Read More 0 CommentsNovember 21, 2018
Our team came in on Monday morning to a longish email from president Tom Bradley on our strategy and recent investment moves. We thought the email would also be helpful for clients, so here is a slightly gussied up version.
Read More 0 CommentsNovember 19, 2018
While we focus on pipelines, U.S. and Canadian politics, a big chunk of the world is in growth mode. Tom elaborates in his Financial Post column.
Read More 0 CommentsNovember 14, 2018
Deep thoughts from an executive forum on regulatory reform and the future of advice.
Read More 0 CommentsNovember 8, 2018
Learn more about our new-look Global Fund! With the camera rolling, Tom recently sat down with the new manager to chat about her investment approach and some of the current areas of investment.
Read More 0 CommentsNovember 5, 2018
Bob Hager's lessons are still applicable today, with the most lasting ones coming from bad markets.
Read More 0 CommentsOctober 30, 2018
Tom reports back from London with some observations on how banks are viewed by non-Canadian investors.
Read More 0 CommentsOctober 29, 2018
Geographic diversification is crucial in any portfolio. But the types of companies you own and the investment approach you pursue shouldn't play second fiddle.
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