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 →
Getting More Active: The evolution of investing By Yoonjai Shin, CFA Vice-President & Portfolio Manager, Multi-Asset Management Over the past 35 years, investing in the broad equity markets has been... read more →
GAIL JOHNSON May 23 2017 - Special to The Globe and Mail When Jody Ahern and her partner bought their first home, a one-bedroom condo in Vancouver, they were equally... read more →
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 →
Providing information to investors that’s easy to understand is important – better informed investors typically make better investment decisions. Trouble is, it’s commonplace to organize holdings by geography and/or sector.... 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 →