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.
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.)
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.
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.
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.