Thoughts From the Desk

2023-12-01T15:50:53+00:00December 1st, 2023|Blog Post|

What are Structured Notes? Think bonds with a twist! Performance tied to index changes, with a barrier for downside protection. Our recent moves involve snagging Utility and Telecom indexed notes. Why? Yields ranging from 10%-13% (yes, monthly payouts!), backed by Canada's most defensive sectors.

Thoughts From the Desk

2023-10-24T19:13:53+00:00October 24th, 2023|Blog Post|

Despite a challenging September, the market still has hidden gems! Don't miss these game-changing catalysts in our latest blog post. From Park Lawn's strategic moves to GDI's USA expansion and CAE's business reshuffle, there's more to the story than meets the eye.

2023 Q3 Manager Letter

2023-11-14T21:19:43+00:00September 30th, 2023|Manager Letter|

Our Balanced Composite returned -2.5% in Q3 bringing our year-to-date return to +0.9%. Investment performance in the third quarter of 2023 was characterized by ever-increasing government bond yields. This, in turn, had a ripple effect on risk asset pricing...

Thoughts From the Desk

2023-09-20T16:22:31+00:00September 20th, 2023|Blog Post|

While our Firm view remains cautiously optimistic on certain industrial- and residential-oriented public companies and REITs, with greater preference towards deal-by-deal alternatives exposure, we remain largely on the sidelines concerning global commercial property...

2023 Q2 Manager Letter

2023-07-27T20:21:24+00:00June 30th, 2023|Manager Letter|

The year 2023 has been a year underpinned by consistently changing macro narratives. As Bloomberg recently reported: January’s hard-landing expectation gave way to February’s no-landing scenario, which was abruptly reversed when banking-sector turmoil surfaced in March...

2023 Q1 Manager Letter

2023-07-27T20:22:40+00:00March 31st, 2023|Manager Letter|

Six months have passed since the S&P 500 index touched its lowest level in more than two years, shedding ~25.0% of its value at the depths of the 2022 bear market. Since the start of 2023, however...

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