Blog

Cutting Through the Noise


September 13, 2018

By Salman Ahmed

Equity Fund Update

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.

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September 11, 2018

By Scott Ronalds

Eating our own cooking

One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.

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September 6, 2018

By Scott Ronalds

A four-letter word for times of market stress

A look at how ABBA's music has provided a welcome distraction, and unusual soothing power, in times of political and economic gloom.

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August 30, 2018

By Scott Ronalds

Don't let 'Smaugust' cloud your judgement

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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August 28, 2018

By Tom Bradley

Manager change for the Global Equity Fund

The full background on why we've decided to replace the manager of our Global Equity Fund.

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August 27, 2018

By Tom Bradley

The pros and cons of private equity

Private equity has risen in popularity in recent years, but there are important tradeoffs investors should be aware of.

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August 15, 2018

By Tom Bradley

A humble request: Remember the shareholder

Barry Critchley recently filed his last column with the National Post. For 35 years, he wrote about deals, products and people, and was never one to mince words — as his final piece attests.

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August 13, 2018

By Tom Bradley

Why you should embrace your ignorance when investing

In his Financial Post column, Tom explores the folly of market forecasts and wonders why the investment industry tries to be so precise about something that's anything but.

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July 31, 2018

By Tom Bradley

The bull market is showing its age

A 9-year bull run has pushed client expectations higher, and yet, opportunities to generate future returns are lower. Here's what it means for investors.

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July 25, 2018

By Scott Ronalds

It's a small (cap) world

If you hold our Small-Cap Fund, you own a unique collection of businesses, many of which you’ve probably never heard of. But there's a good chance many of them play a role in your day-to-day. We walk through a day in the life of Evan to illustrate.

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July 19, 2018

By Scott Ronalds

Twenty years on

On reaching the two decade milestone in the investment business, Scott offers up some observations and lessons learned.

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July 16, 2018

By Tom Bradley

The Converse All Stars of investing

Before straying from the tried and true when investing, here are some things to know about the new and fancy.

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July 13, 2018

By Scott Ronalds

Mid-year review

In this 11-minute video, Tom and Salman review the first half of 2018 and walk through the forces that are impacting your portfolio.

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July 11, 2018

By Scott Ronalds

Bradley's Brief — Q2 2018

A brief look at the letter from the Prez.

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July 3, 2018

By Tom Bradley

Don't fall in love with Canadian bank stocks and more diversification dangers

Canadian investors love their banks. To be sure, they've been solid investments. But it's important to make sure they don't make up too much of your portfolio.

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June 28, 2018

By Scott Ronalds

Question from a high-risk investor

Our answer to the question, "What's the most aggressive portfolio I could build with you guys?"

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June 25, 2018

By Tom Bradley

A bad day for the Canadian investor

Regulators took a stance last week on the controversial topic of embedded commissions. Here's why we're disappointed with the decision.

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June 21, 2018

By Tom Bradley

Meet Jeff

Meet our newest Associate Investor Specialist, Jeff Stashuk.

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June 18, 2018

By Tom Bradley

The asset management industry life cycle

Companies and industries go through life cycles. In asset management, we've been going through the consolidation phase.

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June 8, 2018

By Neil Jensen

Job Opportunity: Office Manager (Vancouver)

We're looking for an Office Manager for our Vancouver office.

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June 6, 2018

By Tom Bradley

The balance between sales and service

It’s a fine line. Is your bank or investment representative serving you or selling you?

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June 4, 2018

By Tom Bradley

The most likely bookend to a long, strong cycle

In his Financial Post column, Tom explains why his biggest concern is the duration of the next market pullback, not the magnitude.

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May 30, 2018

By Scott Ronalds

Summer reading

Summer is just around the corner. We've got your literature needs covered.

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May 28, 2018

By Scott Ronalds

Five hundred to one

One lucky hockey fan could make a lot of money thanks to a long-shot bet on the Vegas Golden Knights. But he faces an interesting dilemma.

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May 24, 2018

By Scott Ronalds

Hearing things: Yanny or Laurel?

Value or growth? Large cap or small cap? Canada or foreign? Active or passive? Yanny or Laurel? What do all these things have in common? We explain.

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