High Performance Institutional Money Management
Our goal is to provide our institutional clients with the best possible long-term investment performance commensurate with their specific plan objectives, based on each individual client’s requirements.
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Latest Commentary
Second Quarter Letter | June 2026
Jacqueline Ricci
Markets were uneven through the second quarter of 2026, with sharp reversals across several commodity-linked sectors. After a strong first quarter for oil and gas, the U.S./Iran truce contributed to a significant decline in crude prices, with Brent falling from a high of $117.63 on April 7, 2026 to $68.69 by June 30, 2026. The […]
Read More‘Chips and Ships’ Drive Stock Market Volatility in June
John Zechner
Global stocks ended up seeing great gains in the second quarter. After selling off sharply in March after the U.S. and Israel began bombing Iran, investors said, ‘what war’ and decided that tech spending on the AI rollout was a bigger support for the economy than the threat of $100 oil was a deterrent. Tech […]
Read MoreBond Commentary | June 2026
Jeff Herold
Canadian bond yields edged lower in June as volatility in the month was the lowest since the start of the U.S./Israel war with Iran. The reduced volatility came despite several noteworthy events including a rebound in Canadian economic data, a change in leadership at the U.S. Federal Reserve, the signing of a memorandum of understanding […]
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