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Portfolio Update – May 2023
Portfolio Update – May 2023

Equity markets moved higher during the month of April, following a volatile March. Year-to-date, the S&P 500 is up 9.3% (total return in C$), while the S&P/TSX rose 7.6%, MSCI Europe 15.8%, MSCI ACWI 9.0% and MSCI Emerging Markets 2.9%. We continue to closely monitor developments in the banking sector. […]

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Economic and Capital Markets Outlook – Q2 2023
Economic and Capital Markets Outlook – Q2 2023

The world economy is adjusting to a more restrictive policy environment. […]

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Portfolio Update – April 2023
Portfolio Update – April 2023

Equity markets declined during the month of March, the result of turmoil in the global financial sector […]

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A strategy that pays off: maximizing returns through a risk/reward approach
A strategy that pays off: maximizing returns through a risk/reward approach

The vast majority of investment managers do not outperform the indices over the long-term. […]

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Podcast: learning more about the oil and gas industry with our portfolio manager Victor Swischuck
Podcast: learning more about the oil and gas industry with our portfolio manager Victor Swischuck

Victor Swishchuk, portfolio manager, dives into the upstream section of the Energy Sector on the “Value Hive” podcast, hosted by Brandon Beylo. […]

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Portfolio Update – February 2023
Portfolio Update – February 2023

Global equity and fixed income markets are off to a strong start in 2023, following a challenging year. […]

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