Commentary

Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund April Update

The hottest product on the market is...lumber? Increase in home reno projects due to COVID has caused lumber prices to soar. But latest CPI numbers show that lumber isn't the only price that went way up during the pandemic. Is this the first sign of the dreaded inflation? Amplus PM Andrew Labbad discusses in his latest commentary.

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Commentary

Full Steam Ahead

Lions Bay Fund had a record breaking Q1 thanks to the downside protection put in place in anticipation of the market-swinging headlines. From the riot-ensuing elections to the Suez Canal blockage, PM Justin Anis how he positioned the Fund to outperform.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

On the Road to Recovery

With vaccination programs well on their ways around the world, CIO Scott Morrison talks about which stocks he is picking for Panorama Fund as the industries regain their momentum.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund March Update

In his latest commentary, portfolio manager Andrew James Labbad discusses the controversial "I" word: Inflation. How is Amplus prepared for it? Read more here.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

Tax Me Later

One year into the pandemic of a lifetime, ripples are still being felt today. CIO Scott Morrison discusses how he positioned Panorama Fund to benefit from economic fallouts; as well as the dreaded tax increases to come.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund February Update

In February, the trending topic for investors shifted from "GameStop" to "10-year Treasury yield". In his latest commentary, Amplus PM Andrew James Labbad explains how the rate affects both the stock market and his fund.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund January Update

GameStop, Reddit, Robinhood: all buzzwords in the month of January. In an environment of momentum-chasing, portfolio manager Andrew James Labbad talks about how he continues to generate consistent returns by sticking to discipline.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

Be Greedy When Others Are Fearful

Panorama Fund is primed and ready to take advantage of the pandemic recovery. Find out more on his contrarian ideas in the latest commentary from CIO Scott Morrison.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

Panorama First Tracks 2021

All four Wealhouse strategies returned double digits in 2020. With another strong performance year behind us, CIO Scott Morrison addresses the next global economic challenge: deflation.

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