Cutting Through the Noise
March 20, 2020
Despite the predicament we’re all in, there are some people, corporations and organizations that are doing great things. We could all use a good story these days. Here are a few.
Read More 0 CommentsMarch 19, 2020
Bob Hager was at his best when markets were at their worst. Here's how we're leaning on his playbook in this downturn.
Read More 0 CommentsMarch 16, 2020
It’s hard to time the market at the best of times and almost impossible when you’re sitting in cash. Tom Bradley explains in his Financial Post column.
Read More 0 CommentsMarch 13, 2020
We’re in the midst of the most dramatic fall in stock prices since 2008. Here's how our fund managers have been responding.
Read More 0 CommentsMarch 6, 2020
The last two weeks have not been for the faint of heart. Here's an update on what we've been doing in this volatile environment.
Read More 0 CommentsMarch 5, 2020
March 2, 2020
While fear surrounding the coronavirus hit stocks hard last week, it's important to not underestimate the market’s ability to assess a risk, adjust to it and move on.
Read More 0 CommentsFebruary 24, 2020
Some perspective on the economic impact of the coronavirus and what we're doing on your behalf.
Read More 0 CommentsFebruary 20, 2020
With the camera rolling, we recently sat down with our five managers for an update on the investment themes they’re pursuing and some of the compelling companies they’re finding.
Read More 0 CommentsFebruary 18, 2020
Sacrificing liquidity is a valuable investment strategy since not all your holdings need to be easily tradeable. But you have to be comfortable owning such assets for a long time. Tom Bradley explains in his Financial Post column.
Read More 0 CommentsFebruary 12, 2020
A recording of our annual client presentation, in which we review the performance and positioning of our funds, our views on the current investing environment, and our advice for investors.
Read More 0 CommentsFebruary 3, 2020
"Make yourself comfortable on the couch." What a therapy session for short-term traders might look like.
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