Insights from Wealhouse
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.
Founder & CIO
Last week, U.S. Senate passed the Holding Foreign Companies Accountable Act, creating uncertainty to many Chinese companies listed on U.S. exchanges. In this week's Silver Lining, CIO Scott Morrison explains why he is still investing in a Chinese company, one that is listed in Shanghai.
Sr Portfolio Manager
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.
Founder & CIO
In his latest commentary, CIO Scott Morrison, CFA warns against "buying the dip" on cash-strapped companies with too much debt.
Portfolio Manager
In this week's Silver Linings, Panorama Fund portfolio manager Colin McPherson, CFA discusses Steadfast Group, a potential bear winner that may capitalize from the current slowdown.
Founder & CIO
March saw the worst market decline since 2008. In his latest commentary, CIO Scott Morrison discusses how he is protecting capital by sticking to his number one investing principle.
April 2020 - As we officially entered bear territory, the latest book of the month is Bull!: A History of the Boom and Bust, 1982 - 2004, a historical illustration of what happened during the previous boom-and-bust, and what we can learn from our past.
Sr Portfolio Manager
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.
Scott Morrison, CFA is the Chief Investment Officer of Wealhouse Capital and the portfolio manager of Voyager Fund, a global, long-only small-/mid-cap fund.