Letter to Investors – April
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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
Three reasons active investing works best for small caps
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May 10, 2020
In our Investment Strategy Note we discuss why we see small caps as the best place to pick stocks.
Letter to Investors – March
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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.
Bull and bear market experience and expertise – why it’s so crucial
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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.