Portfolio Manager
Welcome to our new series, Silver Linings, where we discuss areas in the market that are or will be positively impacted by the current economic crisis.
Founder & CIO
The Other Shoe Dropped.
March 2020 - Scott Morrison's pick this month is The Most Important Thing by Howard Marks.
Founder & CIO
The latest commentary from CIO Scott Morrison, CFA provides his take on the current coronavirus outbreak, as well as the market’s reaction to it.
Is ESG a new standard for conducting business or just the latest PR ploy?
Sr Portfolio Manager
Greetings from earning season.
February 2020 - This month, Scott Morrison selects Seth Klarman's Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor.
Founder & CIO
In his latest commentary, CIO Scott Morrison discusses his new Air Canada Million Miler achievement, the lessons he learned from his travels, and how they may shape the decade to come.
Sr Portfolio Manager
In his Q4 commentary, Lions Bay Fund portfolio manager Justin Anis, CFA discusses his views and outlook on the continued bull market.