Insights from Wealhouse
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.
Portfolio Manager
Welcome to our new series, Silver Linings, where we discuss areas in the market that are or will be positively impacted by the current economic crisis.
Founder & CIO
The Other Shoe Dropped.
March 2020 - Scott Morrison's pick this month is The Most Important Thing by Howard Marks.
Founder & CIO
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.
Director of Marketing
Is ESG a new standard for conducting business or just the latest marketing ploy?
Sr Portfolio Manager
Greetings from earning season.
February 2020 - This month, Scott Morrison selects Seth Klarman's Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor.