Cutting Through the Noise
December 17, 2018
Like the Patriots, portfolio managers have edges they can exploit. Here are three.
Read MoreDecember 6, 2018
Canada's big banks make gobs of money. We feel obligated to report just how much.
Read MoreDecember 3, 2018
Everyone becomes an economist in bad markets and tends to forget what they don’t know. Don't be that person.
Read MoreNovember 29, 2018
All you need to know about distributions, and the estimated year-end figures for our funds.
Read MoreNovember 21, 2018
Our team came in on Monday morning to a longish email from president Tom Bradley on our strategy and recent investment moves. We thought the email would also be helpful for clients, so here is a slightly gussied up version.
Read MoreNovember 19, 2018
While we focus on pipelines, U.S. and Canadian politics, a big chunk of the world is in growth mode. Tom elaborates in his Financial Post column.
Read MoreNovember 14, 2018
Deep thoughts from an executive forum on regulatory reform and the future of advice.
Read MoreNovember 8, 2018
Learn more about our new-look Global Fund! With the camera rolling, Tom recently sat down with the new manager to chat about her investment approach and some of the current areas of investment.
Read MoreNovember 5, 2018
Bob Hager's lessons are still applicable today, with the most lasting ones coming from bad markets.
Read MoreOctober 30, 2018
Tom reports back from London with some observations on how banks are viewed by non-Canadian investors.
Read MoreOctober 29, 2018
Geographic diversification is crucial in any portfolio. But the types of companies you own and the investment approach you pursue shouldn't play second fiddle.
Read MoreOctober 25, 2018
October 22, 2018
In his Financial Post column, Tom suggests there are lots of reasons to believe that today’s investment landscape is anything but normal.
Read MoreOctober 18, 2018
Tom reports back from London on a little topic that seems to be preoccupying people in the UK — Brexit.
Read MoreOctober 10, 2018
October 8, 2018
Putting the office hockey pool ahead of retirement planning? You're not the only one. Here are a few steps to help get you more engaged in planning for the last third of your life.
Read MoreOctober 3, 2018
Most investment firms have operated under the assumption that by keeping clients in the dark, they’re less likely to leave. It now feels like the worm is turning.
Read MoreSeptember 27, 2018
We're looking for an Associate Advisor for our Vancouver office.
Read MoreSeptember 24, 2018
Seven factors that are better predictors of future returns than what investors often use — a casual recommendation, glossy brochure or good recent returns.
Read MoreSeptember 17, 2018
In his Financial Post column, Tom looks at how Black Monday and the dot-com crash were just preseason games compared to the fall of 2008.
Read MoreSeptember 13, 2018
The manager of our Equity Fund, CGOV, was acquired by Fiera Capital this spring. After allowing some time for due diligence and critical thinking, here's an update on where we stand on the change in CGOV's ownership.
Read MoreSeptember 11, 2018
One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.
Read MoreSeptember 6, 2018
A look at how ABBA's music has provided a welcome distraction, and unusual soothing power, in times of political and economic gloom.
Read MoreAugust 30, 2018
The last two Augusts have been painfully smoky in B.C. If you're already writing off next August, recency bias is probably playing a role in your thinking. It's important to make sure it doesn't creep into your investing decisions.
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