Adhering to our discipline while mitigating portfolio risks helps us navigate what could be a volatile yet stubbornly-low interest rate environment to come.
Emphasis On Durability
2019-11-22, Clement Chiang
Businesses that generate durable and persistent cash flows demonstrate resiliency. Financial flexibility is also key to ensuring staying power.
MORE >
The St. Petersburg Paradox
2019-10-25, Jason Reed
As the premium for fast growing businesses continues to climb, consider this casino game analogy and how it relates to our investment approach.
MORE >
The Four Most Dangerous Words
2019-07-26, Clement Chiang
Historically when the market fully believes in these four words, the next chapter has been a painful experience.
MORE >
Pulling The Goalie
2019-05-31, Jason Reed
How the analogy of pulling the goalie in hockey relates to investing. What does it mean for value investors?
MORE >
Turning Blue
2019-04-26, Clement Chiang
Last week’s Alberta provincial election saw the United Conservative Party (UCP) winning by majority vote with 63 legislative seats, leaving the NDP with 24.