April 3, 2020 - Frank Mullen, portfolio manager Volatility has been a constant in capital markets throughout history. Most years, investors foresee a risk to the economy and its underlying... read more →
April 3 2020- Tye Bousada, portfolio manager Dear fellow investors, We understand that the last few weeks have been extremely trying. The virus has created a difficult situation for the... read more →
At this morning’s opening level of 2,764, the S&P 500 is down over 18% from its all-time high, recorded on February 19. Declines of that magnitude are fairly common occurrences... read more →
Jan 16, 2020 At EdgePoint, we believe the most valuable thing about us is the application of our investment approach. Our primary goal is making money for you and your... read more →
By Andrew Pastor, portfolio manager “Of my fifty-seven years, I have applied at least thirty to forgetting most of what I have learned or read.” - Emanuel Lasker, world... read more →
September 30 2019 Many investors calculate their investment growth using book value instead of net invested amount. It’s a common mistake but the source of much confusion for investors. We... read more →
By Geoff MacDonald, portfolio manager Flashback We’ve decided to bring back Mr. B in this commentary. If you’re not familiar with Mr. B, he was first introduced in our first... read more →
We are proud to be investment partners with EdgePoint. In celebration of their 10 year anniversary they created this fantastic video. Click on the image below to watch the video.
Jul 05, 2019 By Tye Bousada, portfolio manager My youngest son had some friends over the other day. During dinner, the conversation turned to what I did as a profession.... read more →
This quarter, portfolio manager Ted Chisholm goes back to his roots in Dingle, Ireland to show both how people and companies can grow from adversity, in his article: Standing on the... read more →