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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

Does slowing growth have a silver lining for fixed income investors?

Jun 30, 2022 | Atul Bhatia, CFA

It’s important to consider secondary impacts of slowing growth, and we look at how investors may see positives in today’s economic backdrop.

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Audio commentary: The 2022 Midyear Outlook

Jun 30, 2022 | Janet Engels, Thomas Garretson & Tylar Lunke

After a volatile first half of 2022 marked by surging inflation and uncertain economic conditions, what’s in store for rates, the Fed, and markets?

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More inflation to bring more rate hikes … but also rate cuts?

Jun 30, 2022 | Thomas Garretson, CFA

While rising inflation has led central banks to step on the rate hike accelerator, a shift may be on the horizon as inflation fears could soon give way to growth concerns, potentially driving central banks to tap the brakes.

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Will inflation determine the future of equities?

Jun 30, 2022 | Jim Allworth

As policymakers look to tame inflation without triggering a recession, we look for catalysts that could signal the market’s path ahead.

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The EV charging ecosystem opportunity

Jun 30, 2022 | Frédérique Carrier

Building out the EV charging ecosystem is key to driving widespread adoption of electric cars. We explore the growth potential of this nascent market.

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