The Case for Gold
Precious Metals have suffered dramatically during 2022, primarily due to the strength in the USD and increasing real yields. Looking forward, however, we believe that the outlook for gold is constructive for several reasons...
Brookfield Asset Management (BAM) – Spin-off Analysis
BAM recently announced that it was going to de-consolidate its operations to spin-off its Asset Management division and unlock value. Read our full analysis for more.
Market Review & Q4-22 Outlook Video
With many investors feeling uncertain after a volatile third quarter, we hope this presentation provides a deeper understanding of this challenging market environment.
Market Review & Q3-22 Outlook Video
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)
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
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.