Commentary
Sr Portfolio Manager
After recently being recognized as a top credit strategy of 2021 by Alternative IQ, PM Andrew James Labbad shares his views on the recent moves in rates and the new opportunities presenting themselves in this market environment.
Sr Portfolio Manager
Senior Portfolio Manager Justin Anis explains how the Lions Bay risk management philosophy helped deliver the Fund’s best month ever for performance relative to the S&P 500 in September. Up +32.75% year-to-date, Lions Bay is positioned defensively into year end for several reasons outlined here.
Sr Portfolio Manager
As we move into a new season, PM Andrew James Labbad explains why Amplus’ ability to stay nimble is key -- so it can be quick to embrace the changes ahead.
Founder & CIO
As the U.S. government debates a $3.5 trillion stimulus package this month, Scott Morrison shares his thoughts on government debt, labour shortages, and inflation as well as how economies of other countries like Japan and China, are faring.
Sr Portfolio Manager
With Fed Chairman Powell focused on the labour market, Andrew James Labbad gives his outlook on how the expiring unemployment subsidies may in fact lead to better economic jobs data and potentially sooner-than-expected tapering.
Sr Portfolio Manager
As Lions Bay Fund approaches its three-year anniversary this August, PM Justin Anis discusses the importance of determining the marginal buyer and the influence of retail investors on the market after a stellar first half performance.
Sr Portfolio Manager
Inflation rose again in June, setting yet another CPI record to levels unseen since August 2008. PM Andrew James Labbad breaks down how he is positioning Amplus to take advantage of this foreseeable uncertainty.
Sr Portfolio Manager
Despite inflation rising to levels not seen since August 2008, the Fed narrative is that this is simply "transitory". PM Andrew James Labbad discusses why he disagrees with market sentiment in his latest commentary.
Founder & CIO
Is it us or does everything seem more expensive these days? From lumber to microchips to workers, there seems to be a supply crunch for many items on our shopping lists. CIO Scott Morrison details why we are paying more lately in his latest commentary.