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.

Thanks for visiting!

 

 

Recent Posts

American flag on building

The Fed’s shifting inflation strategy

Sep 17, 2020 | Thomas Garretson, CFA

The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.

Read more
Allen Lau, co-founder and CEO of WattPad

How WattPad is ushering in a new golden age of storytelling

Sep 15, 2020 | John Stackhouse

We've entered a new golden age of storytelling, one that will be co-authored by creator, audience and machine.

Read more

Surging government debt and deficits

Sep 14, 2020 | Alan Robinson

The health of government finances has been a collateral victim of the pandemic. We take a look at the implications of increasing fiscal deficits.

Read more

5G communications networks: Enabling next-generation technology

Sep 14, 2020 | Dan Smith, CFA

The 5G rollout should lead to a meaningful increase in communications equipment sales growth and more widespread adoption of cutting-edge technology.

Read more

Tech sector selloff: Is there more to come?

Sep 10, 2020 | Frédérique Carrier, Kelly Bogdanova

And just like that the script has flipped. Is this is a healthy correction? We unpack the market’s move and what it means for portfolio strategy.

Read more