Commentary

Andrew Labbad

Andrew Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund October Update

Two headlines dominated the news recently: the U.S. election and Pfizer's COVID vaccine, causing major swings in the market. Amplus Fund portfolio manager Andrew Labbad discusses how he positioned the fund to weather the volatility.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary, Panorama

The SPAC is Back

In the the latest Panorama commentary, CIO Scott Morrison explains the hottest trend in the equity market: SPACs. What are they and are they worth investing in?

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Commentary, The Vantage

A Closer Look at Market Breadth

The market selloff in September didn't tell the whole story. In his latest commentary, Lions Bay portfolio manager Justin Anis, CFA explains why, despite the correction, recovery is looking alive. (And yes, he talks about the election too.)

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Andrew Labbad

Andrew Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund September Update

Since taking a defensive view at the beginning of the month, Amplus was up +2.36% in September, bringing YTD total to +12.82%. Portfolio manager Andrew James Labbad, CFA explains his thesis and his outlook for the election season.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary, Panorama

Lifting the Barbell Economy

In this latest commentary, CIO Scott Morrison discusses both ends of what's shaping up to be a barbell economy: industries and companies who got a boost as a result of COVID, as well as businesses that got left behind.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary, Panorama

Don’t Fight the Fed

Will interest rates ever rise again? In July's Panorama commentary, CIO Scott Morrison talks rate cuts, our new minister of finance, and the new winners of the summer.

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Andrew Labbad

Andrew Labbad

Sr Portfolio Manager


– Commentary

Welcome to Amplus

Amplus Credit Income Fund officially launched at the beginning of July. In his first commentary, portfolio Manager Andrew James Labbad, CFA discusses how he has been capitalizing on central bank actions and outperforming coming out of the gate.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary, Panorama

Panorama Half-Year Review

CIO Scott Morrison wraps up June with a comprehensive commentary on the first half of 2020 and where we can expect to head from here.

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Commentary, The Vantage

Lions Bay Q2 2020 Commentary

Lions Bay Fund portfolio manager Justin Anis discusses Q2 gains and the resurgence of the day trader.

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