Panorama Fund strives to maximize capital appreciation by investing only in securities that we believe offer above-average returns on a risk-adjusted basis. The fund employs a variety of strategies including investments in equity, bonds, currencies, commodities, and publicly traded real estate. The fund also makes prudent use of derivatives to generate yield and enhance or protect our positions.
As Wealhouse Capital’s flagship fund, Panorama takes advantage of market inefficiencies across different geographies, industries, market capitalizations and asset classes to build a balanced portfolio. We actively analyse different risk factors in the markets to better diversify and safeguard our clients’ capital.
A Wealth of Experience
Panorama is led by Scott Morrison, CFA, a Bay Street veteran with over 25 years of asset management experience. Prior to Wealhouse, Scott researched and managed portfolios for notable firms such as Mackenzie Investments, CI Funds, and Investors Group. The research team conducts in-person due diligence meetings with hundreds of companies a year as a part of their rigorous and thorough research process.
Differentiated Research Process
We take a bottom-up, fundamental approach to discover defendable companies with proven business models, strong balance sheets, and growth potential in earnings and dividends. This requires our portfolio managers to adhere to a stringent research methodology. The research team travels around the world to conduct due diligence in-person and on-site. Because of our relentless dedication to our process, we have unparalleled access to management teams from multitude of sectors and geographic areas.
Opportunities Not Markets
Panorama invests in companies globally. We believe that international investments not only increase diversification and mitigate geographical risks, but they also let us capitalize on rare growth opportunities ahead of our peers. Our portfolio managers have travelled extensively around the world and met with every management team in person before investing.
About the Managers
Colin McPherson, CFA Portfolio Manager
Colin McPherson, CFA is a portfolio manager for Panorama Fund. A CFA charterholder since 2012, Mr. McPherson joined Wealhouse in 2009 from Standard & Poor’s and holds a Bachelor of Commerce degree from Dalhousie University. In his down time, Mr. McPherson is an avid skier and maintains his enthusiasm for sports with basketball and triathlons.
Scott Morrison, CFA Founder & CIO
Scott Morrison, CFA is a Bay Street veteran with over 25 years of asset management experience. Prior to founding Wealhouse as the chief investment officer, Mr. Morrison researched and managed portfolios for notable firms such as Mackenzie Investments, CI Funds, and Investors Group. A keen supporter of philanthropy, Mr. Morrison generously volunteers his time advising various charities and non-profits such as the Centre for International Governance Innovation (CIGI).