Insights from Wealhouse

Scott Morrison

Scott Morrison

Founder & CIO


– Commentary, Panorama

Murphy’s Law

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.

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Wealhouse Capital Management


– Blog

Effectively Engaging in ESG

Is ESG a new standard for conducting business or just the latest PR ploy?

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Commentary, The Vantage

A Dramatic Start to the New Decade

Greetings from earning season.

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Wealhouse Capital Management


– The Bookshelf

Book of the Month 02-20

February 2020 - This month, Scott Morrison selects Seth Klarman's Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary, Panorama

Up in the Air

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.

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Commentary, The Vantage

Optimism that Just Won’t Quit? Or is the Market Getting Ahead of Itself?

In his Q4 commentary, Lions Bay Fund portfolio manager Justin Anis, CFA discusses his views and outlook on the continued bull market.

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Wealhouse Capital Management


– Blog

Interview with Colin McPherson, CFA

Colin McPherson, CFA focuses on Global Equities at Wealhouse. He has a special interest in the Payment sector.

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Wealhouse Capital Management


– The Bookshelf

Book of the Month 01-20

January 2020 - To kick off the new year, Scott Morrison's book recommendation this month is The Battle for Investment Survival by Gerald M. Loeb.

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Commentary, The Vantage

Market Volatility Strikes Again

Welcome to the Lions Bay newsletter!

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