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Portfolio Updates

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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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Electrical transformer attached to an electrical pole and powerline at sunset with pale clouds in the background

Why we bought Hammond Power Solutions

August 6, 2025
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Mobile drilling rig operating at a remote energy site at night, illuminated against a dark purple sky with drilling equipment and service vehicles visible.

Why we bought PHX Energy Services

July 29, 2025
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Illuminated natural gas processing facility at night with industrial pipelines, towers, and equipment under a full moon.

Canada’s Gas Superstar: Why we bought Tourmaline Oil Corp.

July 24, 2025
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 A digital tablet displaying a living room, sitting on top of white blueprints for a house beside measuring tools and a pencil

MWG Focus Stock: Kingfisher PLC: An update with Kingfisher

July 11, 2025
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 A small pile of coins with a golden percentage symbol standing on top, in front of a financial graph

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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