Non-U.S. Returns Look Set to Outperform (Audio)
Co-CIO, Stephen Jenkins, provides an update on global stock markets and why we are looking to areas outside of the U.S. for future outperformance.
published January 2022
published December 2021
posted in Video
TSX Has One of the Cheapest Valuations Right Now (BNN Bloomberg)
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
published December 2021
posted in Soundbites
Energy Crisis or Energy Tightness? An Opportunity Either Way
Portfolio Manager, Aleksy Wojcik, discusses a culmination of energy issues that have emerged since the start of the pandemic, and addresses the big question: “are we in an energy crisis”?
published December 2021
posted in Video
Canadian Banks are Over-Capitalized (BNN Bloomberg)
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
published October 2021
posted in Insights
The Case for Canadian Dividends
Dividends have historically been a meaningful component of market returns. This is particularly true in Canada where dividends have comprised 30-40% of TSX Composite Index total returns over the past three decades. While dividend returns have been dwarfed by price returns in recent years, we believe this has created an attractive setup for dividend-paying stocks to outperform going forward.
published September 2021
This Year’s Rotman Alumni Award Winners Show Us What it Means to be a Leader
Kim Shannon has been named Rotman's Lifetime Achievement Award winner this year. Kim discusses her 40-year career and why she believes "there's no point in slowing down now."
published July 2021
posted in Insights
Canada’s Role in Energy Evolution and Carbon Reduction
This past year has brought some element of change to every business in every sector. As we reflect on 2020 and the many changes that emerged, the Canadian energy industry was arguably one of the most impacted by these changes.
published June 2021
posted in Soundbites
Suncor Energy (Audio)
Portfolio Manager, Gary Chow, provides an update on Suncor Energy and why we believe it is an attractive opportunity for value investors.
published May 2021
posted in Video
Expect Continued Outperformance in Canadian Markets (BNN Bloomberg)
Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer
published May 2021
posted in Video
From Graham to Buffett and Beyond Panel (Columbia Business School)
Kim Shannon, CFA, MBA
President and Co-Chief Investment Officer