Commentary
Founder & CIO
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.
Founder & CIO
Will interest rates ever rise again? In July's Panorama commentary, CIO Scott Morrison talks rate cuts, our new minister of finance, and the new winners of the summer.
Sr Portfolio Manager
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.
Founder & CIO
CIO Scott Morrison wraps up June with a comprehensive commentary on the first half of 2020 and where we can expect to head from here.
Sr Portfolio Manager
Lions Bay Fund portfolio manager Justin Anis discusses Q2 gains and the resurgence of the day trader.
Founder & CIO
In his latest commentary, CIO Scott Morrison, CFA warns against "buying the dip" on cash-strapped companies with too much debt.
Founder & CIO
March saw the worst market decline since 2008. In his latest commentary, CIO Scott Morrison discusses how he is protecting capital by sticking to his number one investing principle.
Founder & CIO
The Other Shoe Dropped.
Founder & CIO
The latest commentary from CIO Scott Morrison, CFA provides his take on the current coronavirus outbreak, as well as the market’s reaction to it.