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
Preferred Share Commentary | March 2026
Jeff Herold
The preferred share market had a poor month in March but outperformed both Canadian bond and equity markets. Financial markets moved lower in the month amid substantial volatility caused by the U.S./Israel war with Iran. The lack of clear U.S. goals in the conflict combined with often conflicting and/or contradictory comments from the U.S. president […]
Read MoreFirst Quarter Letter | March 2026
Jacqueline Ricci
Markets began 2026 on a strong footing, extending the momentum from 2025. In late February, however, sentiment shifted following the U.S. and Israel’s strikes on Iran on February 28, contributing to a meaningful pullback in March. Despite this volatility, the portfolio performed broadly in line with the S&P/TSX Small Cap Index in the first quarter, […]
Read MoreBond Commentary | March 2026
Jeff Herold
Financial markets moved lower in March amid substantial volatility caused by the U.S./Israel war with Iran. The lack of clear U.S. goals in the conflict combined with often conflicting and/or contradictory comments from the U.S. president as well as Iran’s effective closure of the Strait of Hormuz resulted in significant day-to-day swings in financial asset […]
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