Insights from Wealhouse

Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

Lifting the Barbell Economy

In this latest commentary, CIO Scott Morrison discusses both ends of what's shaping up to be a barbell economy: industries and companies who got a boost as a result of COVID, as well as businesses that got left behind.

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Wealhouse Capital Management


– The Bookshelf

Book of the Month 09-20

September 2020 - As we approach the final long weekend of the summer, CIO Scott Morrison recommends revisiting learning from the Oracle of Omaha himself.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

Don’t Fight the Fed

Will interest rates ever rise again? In July's Panorama commentary, CIO Scott Morrison talks rate cuts, our new minister of finance, and the new winners of the summer.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Commentary

Welcome to Amplus

Amplus Credit Income Fund officially launched at the beginning of July. In his first commentary, portfolio Manager Andrew James Labbad, CFA discusses how he has been capitalizing on central bank actions and outperforming coming out of the gate.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

Panorama Half-Year Review

CIO Scott Morrison wraps up June with a comprehensive commentary on the first half of 2020 and where we can expect to head from here.

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Commentary

Lions Bay Q2 2020 Commentary

Lions Bay Fund portfolio manager Justin Anis discusses Q2 gains and the resurgence of the day trader.

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Wealhouse Capital Management


– The Bookshelf

Book of the Month 07-20

July 2020 - This month's reading recommendation is from one of the most prolific investors of all time. CIO Scott Morrison remembers the time he had lunch with George Soros.

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Andrew James Labbad

Andrew James Labbad

Sr Portfolio Manager


– Silver Linings

Silver Linings – German Auto Debt

For the first time in our Silver Linings series, we will be featuring a fixed income pick. This week, senior portfolio manager Andrew James Labbad, CFA tells us about his latest investment thesis.

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Wealhouse Capital Management


– The Bookshelf

Book of the Month 06-20

June 2020 - We're are back this month with CIO Scott Morrison's bookshelf recommendation - What it Takes: Lessons in the Pursuit of Excellence by Stephen A. Schwarzman.

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