Welcome!

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

8 ways COVID will transform the economy and disrupt every business

8 ways COVID will transform the economy and disrupt every business

May 22, 2020 | John Stackhouse

If there is one lesson from the pandemic of 2020, it may be this: We are biological beings in a digital age.

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Growth versus value investing in a COVID-19 world

Growth versus value investing in a COVID-19 world

May 21, 2020 | Kelly Bogdanova

While some tempting cases can be made for value, we think it’s too soon to go big into value stocks at the expense of growth stocks.

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Audio commentary: The outlook for U.S. equity markets

Audio commentary: The outlook for U.S. equity markets

May 19, 2020 | Lori Calvasina and Janet Engels

RBC Capital Markets’ Head of U.S. Equity Strategy offers her perspective on the rebound and beyond.

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Augmented reality in a post-COVID world

Augmented reality in a post-COVID world

May 18, 2020 | John Stackhouse

A post-COVID reality might become a lot more… virtual

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U.S. stock market rally: Lopsided leadership

May 15, 2020 | Kelly Bogdanova

The rally’s narrowness doesn’t negate the move, and if the bottoming process is for real we should see more inclusive participation in months ahead.

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