Insights from Wealhouse

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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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary, Panorama

Don’t Fight the Fed

Will interest rates ever rise again? In July's Panorama commentary, CIO Scott Morrison talks rate cuts, our new minister of finance, and the new winners of the summer.

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Andrew Labbad

Andrew Labbad

Sr Portfolio Manager


– Commentary

Welcome to Amplus

Amplus Credit Income Fund officially launched at the beginning of July. In his first commentary, portfolio Manager Andrew James Labbad, CFA discusses how he has been capitalizing on central bank actions and outperforming coming out of the gate.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary, Panorama

Panorama Half-Year Review

CIO Scott Morrison wraps up June with a comprehensive commentary on the first half of 2020 and where we can expect to head from here.

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Commentary, The Vantage

Lions Bay Q2 2020 Commentary

Lions Bay Fund portfolio manager Justin Anis discusses Q2 gains and the resurgence of the day trader.

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Wealhouse Capital Management


– The Bookshelf

Book of the Month 07-20

July 2020 - This month's reading recommendation is from one of the most prolific investors of all time. CIO Scott Morrison remembers the time he had lunch with George Soros.

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Andrew Labbad

Andrew 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 Labbad, CFA tells us about his latest investment thesis.

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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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