Insights from Wealhouse

Wealhouse Capital Management


– The Bookshelf

Book of the Month 06-20

June 2020 - We're are back this month with CIO Scott Morrison's bookshelf recommendation - What it Takes: Lessons in the Pursuit of Excellence by Stephen A. Schwarzman

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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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Scott Morrison

Scott Morrison

Founder & CIO


– Panorama

Debt Used to It

In his latest commentary, CIO Scott Morrison, CFA warns against "buying the dip" on cash-strapped companies with too much debt.

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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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Scott Morrison

Scott Morrison

Founder & CIO


– Panorama

Balance Sheets Matter

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.

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Wealhouse Capital Management


– The Bookshelf

Book of the Month 04-20

April 2020 - As we officially entered bear territory, the latest book of the month, picked by CIO Scott Morrison, is Bull!: A History of the Boom and Bust, 1982 - 2004 by Maggie Mahar, a historical illustration of what happened during the previous boom-and-bust, and what we can learn from our past.

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Silver Linings

Silver Linings – Houlihan Lokey

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.

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Wealhouse Capital Management


– Blog

Interview with Scott Morrison, CFA

Scott Morrison, CFA is the Chief Investment Officer of Wealhouse Capital and the portfolio manager of Voyager Fund, a global, long-only small-/mid-cap fund.

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