Category: Commentary

The Voyager strategy was down -5.03% during the first quarter. Unfortunately, the global tariff war...

For the first quarter of 2025, the Lions Bay Fund returned +3.72%, while the S&P...

As we approach The Masters, golf’s first and arguably most important major championship, one can...

My inbox over the last few days has become littered with emails regarding tariff wars...

AI disruption has been front of mind for the investment world for much of the...

Section 1: Performance Review For the fourth quarter of 2024, the Lions Bay Fund returned...

January tends to be one of my favourite months. Like many, I start the year...

Voyager Fund ended this year +15.90%, after being +18.37% in 2023, and -13.64% in 2022....

Performance Recap For the third quarter of 2024, the Lions Bay Fund generated a return...