Would Billy Beane like EdgePoint? April 6 2018 By: Ted Chisholm, portfolio manager “People are always blaming their circumstances for what they are. I don't believe in circumstances. The people... read more →
Expectation is the root of all heartache – 4th quarter, 2017 Jan 10, 2018 By Andrew Pastor, portfolio manager In the 1930s, Winston Churchill had left politics and was teaching a... read more →
Goldfish – 3rd quarter, 2017 Oct 12, 2017 By Geoff MacDonald, portfolio manager A Microsoft Corp. study in 2015 concluded that humans now have an attention span of just eight seconds.... read more →
Good loans aren’t made in good times Jul 12, 2017 By Frank Mullen, Portfolio Manager A mere 12 months ago, the world according to the capital markets was a different... read more →
Invert – 2nd quarter, 2017 Jul 12, 2017 By Tye Bousada, portfolio manager About 15 years ago, a friend of mine suggested I attend the Wesco Financial Annual Meeting with him... 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 →