Investment Strategy

Doing good while doing well: Our ESG journey

Doing good while doing well: Our ESG journey

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Fighting climate change by reducing greenhouse gases released in the atmosphere, ensuring a fairer and more sustainable sharing of wealth, and encouraging openness and transparency are some of the environmental […] […]

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Portfolio update – Letko Brosseau Strategy: on the right track

Portfolio update – Letko Brosseau Strategy: on the right track

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There has been a decided shift in the bond market in recent months. Investors have begun to focus on the strength of the economic recovery even as central banks press ahead with bond purchases […]

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The climate is changing. Electric vehicles are coming. Should we still invest in oil?

The climate is changing. Electric vehicles are coming. Should we still invest in oil?

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Investing in oil companies at a time when climate change is accelerating and the uptake of electric vehicles (EVs) is increasing raises two important questions […]

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The illustrious history of growth through value investing

The illustrious history of growth through value investing

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My mother was always careful about what she paid for everything she bought. She was so happy when she found what she wanted on sale and she certainly did not want to overpay […]

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Healthcare Sector Briefing

Healthcare Sector Briefing

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Aging populations, unmet medical needs, and emerging market growth offer opportunities in the healthcare industry […]

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ESG Integration

ESG Integration

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Environmental, Social, and Governance (ESG) Investing (also known as Responsible Investing or Sustainable Investing) integrates non-financial factors […]

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Update on the coronavirus outbreak

Update on the coronavirus outbreak

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As a result of recent developments, we would like to update you on our thoughts regarding the potential economic and financial market impact of the coronavirus. […]

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The Endless Aisles and Possibilities of E-Commerce

The Endless Aisles and Possibilities of E-Commerce

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We sure don’t shop the way we used to. No more needing to get dressed, hop in the car, and rush to the mall before closing time. […]

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Tech’s Shape of Things to Come

Tech’s Shape of Things to Come

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The seemingly relentless advent of “new and improved” personal computers and various other electronic gadgets is not simply a marketing and profitability ploy. […]

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Transforming Villagers Into Urbanites

Transforming Villagers Into Urbanites

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There is a seismic humanitarian shift occurring that is exerting considerable impact on our planet. In 2019, approximately 55% of the globe’s 7.5 billion people live in cities. […]

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