Commentary

Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

“Hard” Economic Landing

CIO & Founder, Scott Morrison, discusses what to expect in the coming months as central banks raise rates and how this will effect investors.

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Commentary

Lions Bay Q1 2022 Commentary

Lions Bay Fund entered the year positioned extremely defensively and was able to profit from the volatile market. Senior Portfolio Manager, Justin Anis, discusses why active trading and hedging proved to be a profitable strategy this quarter.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund March 2022 Commentary

March has proved to be one of the most active months due to current market dynamics. Senior Portfolio Manager, Andrew James Labbad, dives into why we are excited to be buying credit and how the fund continues to outperform credit benchmarks.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

Quality-Control Investment Checklist: Liquidity

The Russian invasion of Ukraine has impacted the already volatile market. Gas, food commodity, and housing prices continue to increase. CIO & Founder, Scott Morrison, shares his thoughts and risk-management process.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund February 2022 Commentary

February saw the widest index spread levels since late October 2020. Senior Portfolio Manager, Andrew James Labbad, shares how Amplus Credit Income Fund continues to outperform credit benchmarks.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund January 2022 Commentary

With the recent pull back in January, credit spread dispersion between sectors remains the lowest it has been in over seven years. Weaker credits have not moved any wider versus higher quality names. With this comes opportunity. Senior Portfolio Manager, Andrew James Labbad, discusses why Wealhouse is becoming increasingly bullish on credit.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

Weathering Future Economic Storms

Economic rebound, inflation likely to peak, and interests rates going higher. Founder & CIO, Scott Morrison, shares his thoughts on how this will impact the market.

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Commentary

Lions Bay Q4 2021 Commentary

For the fourth quarter of 2021, the Lions Bay Fund was up 10.00% and finished 2021 up 46.02%, net of all costs. Despite the strong returns for the market, it was a highly volatile year, which allowed us to benefit from gains across all three of our strategies. Senior Portfolio…

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund December 2021 Commentary

Equity markets notched all-time highs to end the year. The same cannot be said for fixed income, known as a safe haven, the FTSE Canadian Bond Universe closed down -2.5% as interest rates moved higher. Senior Portfolio Manager, Andrew James Labbad, discusses how Amplus Fund took a defensive view on the market for 2021. The fund continued to benefit from security selection and tactical interest rate trading to close out the year.

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