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We are glad you are here and would like to introduce you to our team. We believe in responsible investing and being active in our community. We also regularly host events and blog about what catches our interest.

We follow a disciplined investment approach and foster long-term relationships with individuals and institutions based on trust, care and respect. We are passionate about what we do and the value we provide and we welcome the opportunity to speak in person - please connect with us right here.

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Recent Posts

Gold: More than meets the eye

Gold: More than meets the eye

May 17, 2024 | Richard Tan, CFA

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

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The push and the pull of U.S. earnings

The push and the pull of U.S. earnings

May 10, 2024 | Kelly Bogdanova

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.

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