Lions Bay has used recent market conditions to build a portfolio of high-quality businesses trading well below historical valuation levels, complemented by selectively priced hedges. With market breadth improving and volatility near cycle lows, the strategy is positioned to benefit from a shift away from narrow leadership and toward fundamentals in 2026.
My colleagues and I recently had the chance to meet one of my favourite authors...
Voyager Fund ended this year +24.18%. The execution of our research process has allowed us to...
Last Friday, both my son and daughter participated in the annual cross-country run organized by...
For the third quarter of 2025, the Lions Bay Fund declined by -0.88%. On a year-to-date...
Voyager was up an estimated +10.30% during the 3rd quarter. Other than generating positive quarters...
For the second quarter of 2025, Lions Bay was +4.90%, bringing our year-to-date returns to...
Amplus Credit Income Fund (ACIF) produced +2.96% for the first half of 2025 and +1.07%...
Q2 saw a +17.54% bounce-back in Voyager Fund and it now sits at +11.62% on...