Commentary

Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund June Update

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.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund May Update

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.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

The Shortage of Everything

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.

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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.

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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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