Silver Linings

Colin McPherson

Colin McPherson

Portfolio Manager


– Silver Linings

Silver Linings – Gildan

New COVID-19 lockdowns around the globe mean more days of working from home. Panorama portfolio manager Colin McPherson explains his investment thesis on how leisure apparel is here to stay.

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Scott Morrison

Scott Morrison

Founder & CIO


– Silver Linings

Silver Linings – Accor

The travel sector is unloved at the moment, but with recent good news on vaccines, things are looking more positive. CIO Scott Morrison details one travel stock that he thinks will bounce back faster than others.

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Scott Morrison

Scott Morrison

Founder & CIO


– Silver Linings

Silver Linings – Siltronic AG

With the world hunkering down at home and online, there are growing needs for the semiconductor companies who supply all of our smart devices. CIO Scott Morrison discusses one of these companies and why they are a pick to watch.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Silver Linings

Silver Linings – CT REIT

Sentiments towards commercial real estate has cooled since the pandemic shutdowns began earlier this year, slowing down business for many retailers. However, Amplus Fund manager Andrew James Labbad, CFA thinks some REITS deserve a deeper look.

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Colin McPherson

Colin McPherson

Portfolio Manager


– Silver Linings

Silver Linings – Dye & Durham Ltd.

Q3 2020 was a monster quarter for IPOs. In the newest Silver Linings, portfolio manager Colin McPherson, CFA discusses one IPO he participated in and how it may benefit from the on-going pandemic.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Silver Linings

Silver Linings – German Auto Debt

For the first time in our Silver Linings series, we will be featuring a fixed income pick. This week, senior portfolio manager Andrew James Labbad, CFA tells us about his latest investment thesis.

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Scott Morrison

Scott Morrison

Founder & CIO


– Silver Linings

Silver Linings – SANY

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.

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Silver Linings

Silver Linings – Altius Minerals

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.

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Colin McPherson

Colin McPherson

Portfolio Manager


– Silver Linings

Silver Linings – Steadfast Group

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.

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