News & Insights

Letter to Investors – January
February 5, 2021

In our January 2021 letter to investors we review some bubbly pockets of investment markets and what we do to protect against market pull backs.

By Andrew Mitchell & Steven Ng
Co-founders and Senior Portfolio Managers

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Short Selling: What investors can learn from the GameStop frenzy
February 5, 2021

In our Investment Strategy Note we discuss how retail traders took on some Wall Street hedge funds and won…for now.

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Letter to Investors – December
January 22, 2021

In our December 2020 Letter to Investors we take a look at what 2021 might have in store for investors as the vaccine rollout confronts new, more virulent forms of the virus.

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Should equity investors fear higher bond yields?
January 21, 2021

In our Investment Strategy Note we discuss what higher bond yields might mean for equity returns.

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