News & Insights

Letter to Investors – April
May 10, 2020

In our April 2020 Letter to Investors we review what caused markets to rebound, what we’ve been doing about it, and identify some trends emerging in consumer behaviour.

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

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Three reasons active investing works best for small caps
May 10, 2020

In our Investment Strategy Note we discuss why we see small caps as the best place to pick stocks.

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Letter to Investors – March
April 8, 2020

In our March 2020 Letter to Investors we review the historic nature of the month of March, the challenges and opportunities that lie ahead and how we are positioning the Funds.

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Bull and bear market experience and expertise – why it’s so crucial
April 8, 2020

In our Investment Strategy Note we discuss what we believe are the key skills a portfolio manager needs to master to help navigate down markets.

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