Insights from Wealhouse
Sr Portfolio Manager
For the fourth quarter of 2021, the Lions Bay Fund was up 10.00% and finished 2021 up 46.02%, net of all costs. Despite the strong returns for the market, it was a highly volatile year, which allowed us to benefit from gains across all three of our strategies. Senior Portfolio…
Sr Portfolio Manager
Equity markets notched all-time highs to end the year. The same cannot be said for fixed income, known as a safe haven, the FTSE Canadian Bond Universe closed down -2.5% as interest rates moved higher. Senior Portfolio Manager, Andrew James Labbad, discusses how Amplus Fund took a defensive view on the market for 2021. The fund continued to benefit from security selection and tactical interest rate trading to close out the year.
Founder & CIO
With people spending more and more time at home, the desire to upgrade sound quality of home theatres is more prevalent than ever. CIO Scott Morrison discusses his projection on Sonos, one company to tune into.
Founder & CIO
Interest rates and inflation continues to increase as Omicron emerges. CIO, Scott Morrison, shares his thoughts on how this will effect global markets.
Sr Portfolio Manager
November saw a spike in volatility due to the new highly transmissible COVID-19 variant, Omicron. Senior Portfolio Manager, Andrew Labbad discusses his defensive view and what to expect heading into the new year.
Sr Portfolio Manager
Fixed income markets in October can be summarized by a spike in interest rate volatility led by rising inflation fears. Senior Portfolio Manager, Andrew James Labbad, shares his take on the recent price action.
Founder & CIO
CIO Scott Morrison talks about how the Covid global crisis has affected consumerism and its impact on worldwide supply chains, as well as rising central bank interest rates and the increasing costs of food, energy and housing.
Sr Portfolio Manager
After recently being recognized as a top credit strategy of 2021 by Alternative IQ, PM Andrew James Labbad shares his views on the recent moves in rates and the new opportunities presenting themselves in this market environment.
Sr Portfolio Manager
Senior Portfolio Manager Justin Anis explains how the Lions Bay risk management philosophy helped deliver the Fund’s best month ever for performance relative to the S&P 500 in September. Up +32.75% year-to-date, Lions Bay is positioned defensively into year end for several reasons outlined here.