Insights from Wealhouse

Andrew Labbad

Andrew Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund October Update

Two headlines dominated the news recently: the U.S. election and Pfizer's COVID vaccine, causing major swings in the market. Amplus Fund portfolio manager Andrew Labbad discusses how he positioned the fund to weather the volatility.

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Andrew Labbad

Andrew 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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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary, Panorama

The SPAC is Back

In the the latest Panorama commentary, CIO Scott Morrison explains the hottest trend in the equity market: SPACs. What are they and are they worth investing in?

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Commentary, The Vantage

A Closer Look at Market Breadth

The market selloff in September didn't tell the whole story. In his latest commentary, Lions Bay portfolio manager Justin Anis, CFA explains why, despite the correction, recovery is looking alive. (And yes, he talks about the election too.)

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Andrew Labbad

Andrew Labbad

Sr Portfolio Manager


– Commentary

Amplus Fund September Update

Since taking a defensive view at the beginning of the month, Amplus was up +2.36% in September, bringing YTD total to +12.82%. Portfolio manager Andrew James Labbad, CFA explains his thesis and his outlook for the election season.

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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 Labbad

Andrew Labbad

Sr Portfolio Manager


– Blog

Fund Managers Now Included in Extended CBPP

Bank of Canada's bond-buying program will now further support the fixed-income market by directly including hedge funds. Portfolio manager Andrew Labbad explains how this can benefit Amplus Fund.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary, Panorama

Lifting the Barbell Economy

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.

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Wealhouse Capital Management


– The Bookshelf

Book of the Month 09-20

September 2020 - As we approach the final long weekend of the summer, CIO Scott Morrison recommends revisiting learning from the Oracle of Omaha himself.

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