Thoughtful stories —
Modern thinking to guide your way.
Market Ethos
Portfolios With a Purpose
Nov 14 - 20245 min readIt’s Good to Be Different
To stand out in investing, being different isn’t just acceptable—it’s often necessary. However, standing out has both advantages and disadvantages....
Portfolios With a Purpose
Oct 17 - 20246 min readS&P + Go to Sleep
US equities are quietly having one of their best years since the 90s. If you look at the S&P 500’s performance over the past 20 years....
Portfolios With a Purpose
Sep 19 - 20248 min readAdapting to a More Correlated World
Market dynamics change over time, and past relationships that may have existed for decades or longer can change. The key to portfolio construction is understanding whether it is a short-term aberration or a more permanent change. ...
Portfolios With a Purpose
Aug 15 - 20247 min readAlways On
As the summer months roll on, many of us find ourselves thinking about vacations from the demands of our profession. Some professions can clock out, but if you're reading this, you understand markets never sleep, which requires constant attention....
Portfolios With a Purpose
Jun 13 - 20249 min readNot Dead, Just Evolving
Throughout the past couple of years, there has been a surge in headlines that the classic 60/40 portfolio is dead. But, it's not dead; this is simply a cycle we have seen before, but with any challenging period comes the opportunity to evolve....
Portfolios With a Purpose
May 16 - 20247 min readDividend Divergence
Higher yields, inflation, and growth gyrations have increased performance dispersion in the dividend space. We believe a more active or rotational approach to dividend investing has become more optimal....
Portfolios With a Purpose
Apr 11 - 20248 min readOptimization
When it comes to portfolios, you often hear the term "optimize" thrown around, but what does it really mean to "optimize” a portfolio?...
Portfolios With a Purpose
Mar 14 - 20246 min readHigh-Quality Investing
The fundamental truth in investing is that no matter your expertise, you won't always make the correct call, whether it's a company or an overall portfolio tilt. Nor should you want to....
Portfolios With a Purpose
Feb 15 - 20248 min readThe Silent Winner
The media narrative has not changed much since the beginning of the new decade. Technology commentary continues to dominate the media headlines, and who is to blame them?...
Portfolios With a Purpose
Jan 11 - 20246 min readBalancing Act
From the outside looking in, the lifestyle of a portfolio manager typically looks very attractive. This belief stems from the dynamic nature of the role, which includes the benefit of individual financial acumen, the opportunity to shape the lives of Canadians....
Portfolios With a Purpose
Op-Ed
Market Ethos
Nov 10 - 20239 min readActive vs Passive
The debate between passive and active is not something new. There are strong arguments that can be made for both sides, but in our eyes, there does not necessarily have to be a clear winner of this battle....
Portfolios With a Purpose
Oct 05 - 20237 min readA Little Off the Cuff
Few things compare to the feeling of stepping out of your tailor’s shop in a perfectly fitted ensemble, be it a finely tailored suit or an elegantly crafted dress. It’s that singular moment when your attire aligns with you, and you enjoy the unique sense of being tailor-made for distinction....
Portfolios With a Purpose
Sep 08 - 20237 min readFactoring It In
Whether it’s monitoring the macro environment, ensuring you are invested in the right products, achieving the desired asset allocation, or simply feeling compelled to trade because you haven’t in a while, designing and maintaining portfolios is never a simple task. ...
Portfolios With a Purpose
Aug 03 - 20236 min readKnow What You Own Part III: Fixed Income
Just like an anchor keeps a ship stable and secure in turbulent waters, fixed-income investments serve as a stabilizing force within investment portfolios. In rough seas, equity investments can experience significant fluctuations, and in those times of turbulence, everyone needs an anchor....
Portfolios With a Purpose
Jul 06 - 202310 min readThe Art of Due Diligence
Fund manager due diligence is a vital step in the investment portfolio process. The best part about investing today is that the tools for the portfolio are more accessible than ever, but with that comes much more complexity....
Portfolios With a Purpose
Jun 05 - 20237 min readKnow What You Own Part II: Equities
If portfolio construction is akin to manufacturing an automobile, the equities are, without a doubt, the engine. Equity is the piece of the car that most often makes the portfolio go, and the engine has never promised a smooth ride....
Portfolios With a Purpose
May 01 - 20237 min readKnow What You Own Part I
In a rather secluded industry, we aim to set the tone by being as transparent as possible about how our team builds and monitors multi-asset portfolios. With that transparency, we strive to achieve a more comprehensive investment experience for the advisor and, ultimately, the end client....
Portfolios With a Purpose
Nov 14 - 20245 min read