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
First Quarter Letter | March 2025
Jacqueline Ricci
We’re happy to have the first quarter of 2025 in the books. It was a volatile period, but the portfolio delivered strong results—both on an absolute basis and relative to the benchmark. The portfolio returned +12.4%, outperforming the TSX Small Cap Index by +11.4%, which returned just +1.0% last quarter. Below is a summary of […]
Read MorePreferred Share Commentary | March 2025
Jeff Herold
In March, the preferred share market moved down for the first half of the month as financial markets waited for details on U.S. tariffs that were pushed back to April 2nd. Conflicting comments from U.S. President Trump and his various competing aides made it difficult to anticipate what the tariff policy would be ultimately. However, […]
Read MoreBond Commentary | March 2025
Jeff Herold
For much of March bonds traded in a relatively narrow but choppy range as investors waited details on U.S. tariffs that were pushed back to April 2nd. Conflicting comments by U.S. President Trump and by his various competing aides made it difficult to anticipate what the tariff policy would ultimately be. However, it appeared that […]
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