Founder & CIO
Last week, U.S. Senate passed the Holding Foreign Companies Accountable Act, creating uncertainty to many Chinese companies listed on U.S. exchanges. In this week's Silver Lining, CIO Scott Morrison explains why he is still investing in a Chinese company, one that is listed in Shanghai.
Sr Portfolio Manager
With investor demands driving emphasis on sustainability, companies with ESG strategies may be impactful for shareholder value. Lions Bay Fund portfolio manager Justin Anis, CFA discusses his latest investment thesis.
Portfolio Manager
In this week's Silver Linings, Panorama Fund portfolio manager Colin McPherson, CFA discusses Steadfast Group, a potential bear winner that may capitalize from the current slowdown.
Sr Portfolio Manager
As the market officially enters bear market territory, we strive to find companies that we see as a glimmering light at the end of the tunnel. In this week's Silver Linings, Lions Bay Fund manager Justin Anis discusses a potential winner who may benefit from the current downturn.
Portfolio Manager
Welcome to our new series, Silver Linings, where we discuss areas in the market that are or will be positively impacted by the current economic crisis.