As we’re sweltering in this heatwave, I’ve been sheltering indoors and pondering thoughts only as big as those that I’m capable of. I spend a great deal of time following…

I never thought I’d have to explain 12 month returns exceeding 20%. As at March 31st our Total Equity Portfolio returned 23.5% on a rolling 12 month basis. Although I…

2020 was an eventful year on many fronts, including the investment world. Equity markets swooned in the first quarter of the year, only to turn around and go on a…

I hope everyone is managing well through the Covid situation. I’m sure most of you have moments feeling a little bored because you’re not able to enjoy many of the…

I’ve been of the opinion for some time now that equity markets are overvalued and attractive opportunities are scarce. For the last couple of years, markets have fit a common…

I hope you are all coping well with the current health situation. It’s not an easy time, with people enduring stresses and concerns regarding their safety and their livelihoods. People…