About David Pepall

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So far David Pepall has created 3 blog entries.

Market Review & 22-Q3 Outlook Video

2022-08-04T14:43:23+00:00August 3rd, 2022|Manager Letter|

With all the turbulence in financial markets so far this year, we decided to do things a little differently this quarter and take you through a small presentation to review some key data points year-to-date, how the market is positioned, and where we see opportunities looking ahead.

High Liner Foods (HLF-TO)

2020-12-09T13:36:40+00:00November 25th, 2020|Top Picks|

We have been impressed by High Liner Foods' ability to add value through operational improvements. While HLF is the North American leader in frozen seafood products, the market seems to be punishing the stock for previous missteps. We view HLF as a deep-value opportunity. Read our full analysis to learn why…

Macro Research: August 2020

2020-09-16T00:50:03+00:00August 31st, 2020|Macro Research|

We believe the market is well positioned to go higher. To be clear, when we think about the long-term, we are concerned about the potential return profile of both the debt and equity markets. The COVID-19 pandemic has caused a rapid and extreme policy shift.

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