With investor demands driving emphasis on sustainability, companies with ESG strategies may be impactful for shareholder value. Lions Bay Fund portfolio manager Justin Anis, CFA discusses his latest investment thesis.
April 2020 - As we officially entered bear territory, the latest book of the month, picked by CIO Scott Morrison, is Bull!: A History of the Boom and Bust, 1982 - 2004 by Maggie Mahar, a historical illustration of what happened during the previous boom-and-bust, and what we can learn from our past.
As the market officially enters bear market territory, we strive to find companies that we see as a glimmering light at the end of the tunnel. In this week's Silver Linings, Lions Bay Fund manager Justin Anis discusses a potential winner who may benefit from the current downturn.