Insights from Wealhouse

Justin Anis

Justin Anis

Sr Portfolio Manager


– Silver Linings

Silver Linings – Houlihan Lokey

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.

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Wealhouse Capital Management


– Blog

Interview with Scott Morrison, CFA

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.

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Colin McPherson

Colin McPherson

Portfolio Manager


– Silver Linings

Silver Linings – Intercontinental Exchange

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.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

ETF Achilles’ Heel Exposed

The Other Shoe Dropped.

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Wealhouse Capital Management


– The Bookshelf

Book of the Month 03-20

March 2020 - Scott Morrison's pick this month is The Most Important Thing by Howard Marks.

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Scott Morrison

Scott Morrison

Founder & CIO


– Commentary

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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Jane Yang

Jane Yang

Director of Marketing


– Blog

Effectively Engaging in ESG

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

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Justin Anis

Justin Anis

Sr Portfolio Manager


– Blog

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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