Surprises are part of life, be prepared May 2017 By Alfred Lam, CFA Senior Vice-President and Chief Investment Officer, Multi-Asset Management We strive to invest in high-quality, undervalued businesses. The... read more →
Mistakes were made but not by me – 1st quarter, 2017 By Ted Chisholm, Portfolio Manager If dreams were lightning, thunder was desire This old house would have burnt down a... read more →
Wait gain – 4th quarter, 2016 By Andrew Pastor, portfolio manager Over the holidays, I read a biography about John Wooden, the legendary college basketball coach. From 1963 to 1975, he... read more →
Stairway to heaven or highway to hell? – 3rd quarter 2016 By Geoff MacDonald, Portfolio Manager Self-harming crowds I read an article in The Economist a few weeks ago about a concept called the... read more →
All we want in life is an unfair advantage – 2nd quarter, 2016 BY TYE BOUSADA, PORTFOLIO MANAGER Investing is about the future, and the future is inherently uncertain. Faced with... read more →
Conformity can be harmful to your wealth – 1st quarter, 2016 By Ted Chisholm, portfolio manager "Worldly wisdom teaches that it is better for reputation to fail conventionally than to succeed... read more →
The Most Important Question - 4th Quarter 2015 By Tye Bousada and Geoff MacDonald, portfolio managers Why are you reading this commentary? Your time is very valuable and we appreciate... read more →
Alfred Lam, Senior Vice-President & Portfolio Manager CI Multi-Asset Management (formerly known as CI Investment Consulting) Royal Bank of Scotland recently issued a note to its clients calling on them... read more →