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Home
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Client Portal
Home
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Portfolio Updates
MARKET INSIGHTS
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TRENDING TOPICS
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What’s NU? Why we bought Nu Holdings
August 29, 2025
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Eli Lilly (LLY) — Investor Visit Recap: What Matters Now
August 22, 2025
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Our thesis on Power Corporation
August 22, 2025
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The Long-Term View on Chemtrade Logistics Income Fund
August 8, 2025
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Why we bought Hammond Power Solutions
August 6, 2025
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Why we bought PHX Energy Services
July 29, 2025
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Canada’s Gas Superstar: Why we bought Tourmaline Oil Corp.
July 24, 2025
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MWG Focus Stock: Kingfisher PLC: An update with Kingfisher
July 11, 2025
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Thoughts on the Market: June Edition
July 9, 2025
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Thoughts on the Market: May Edition
June 9, 2025
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Thoughts on the Market: April Edition
May 9, 2025
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Thoughts on the Market: March Edition
April 17, 2025
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