Insights and News
Annual Letter to Investors – 2024
January 21, 2025
In 2024, the S&P 500 Total Return Index delivered its second consecutive 25%+ annual return. Market concentration was the theme of the strong performance, with[...]
Report to Investors 3rd Quarter 2024
October 18, 2024
Performance Summary During the quarter, both the US Equity and Canadian Equity Strategies outperformed their respective benchmarks and continue to outpace the indices in terms[...]
Report to Investors 2nd Quarter 2024
July 16, 2024
Performance Summary During the quarter, the US Equity Strategy underperformed the S&P 500 Index while the Canadian Equity strategy outperformed the S&P/TSX Composite. Both the[...]
Report to Investors 1st Quarter 2024
April 18, 2024
Performance Summary During the quarter, both the US Equity Strategy and Canadian Equity Strategy underperformed their respective benchmarks net of fees. Both the strategies also[...]
Annual Letter to Investors – 2023
January 19, 2024
Performance Summary During the quarter, both the US Equity Strategy and Canadian Equity Strategy outperformed their respective benchmarks net of fees. Both the strategies also[...]