52 results
Spring 2018
Despite the market gyrations of the last few months, and the headlines that go with them, stock valuations are not meaningfully lower as compared to the end of 2017 and…
Winter 2018
You know the rest of that line. As practitioners of fundamental value investing, we are looking for market inefficiencies that allow us to purchase shares of strong companies at advantageous…
Fall 2017
Dear Clients, You know that my investment approach involves looking for stocks trading at attractive prices – the kind of deals you’re more likely to find at your neighbourhood Walmart…
Summer 2017
Dear Clients, In managing your money, I’m not investing in “markets”. Rather, I’m using the markets to invest your money in shares of companies – companies that I believe can…
Spring 2017
Dear Clients, I waited with anticipation for someone to come out with a marijuana-related fund. Sure enough, the inevitable has occurred. Whenever some trend is occupying the public’s attention, the…
Winter 2017
Dear Clients, The holiday season is always lots of fun, but come January 1st I’m ready for a break from rich food and festive beverages. It’s easy to get carried…
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