High Liner Foods (HLF-TO)

2020-12-09T13:36:40+00:00November 25th, 2020|Top Picks|

We have been impressed by High Liner Foods' ability to add value through operational improvements. While HLF is the North American leader in frozen seafood products, the market seems to be punishing the stock for previous missteps. We view HLF as a deep-value opportunity. Read our full analysis to learn why…

Macro Research: August 2020

2020-09-16T00:50:03+00:00August 31st, 2020|Macro Research|

We believe the market is well positioned to go higher. To be clear, when we think about the long-term, we are concerned about the potential return profile of both the debt and equity markets. The COVID-19 pandemic has caused a rapid and extreme policy shift.

2019 Q4 Manager Letter

2020-06-08T02:17:41+00:00December 31st, 2019|Manager Letter|

As we close out another year and look forward to 2020 many of the key themes that have been in place since early 2019 are still present; low interest rates, a sluggish global economy and accommodative central banks.

2019 Q3 Manager Letter

2020-07-24T18:34:49+00:00September 30th, 2019|Manager Letter|

This quarterly letter marks our first combined commentary which will now touch on the developments within our wealth management platform. These commentaries will include a market overview, individual stock ideas, asset allocation ideas as well as other broad themes we are seeing play out in the ever-changing marketplace.

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