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.
Learn More
Latest Commentary
Fourth Quarter Letter | December 2025
Jacqueline Ricci
Welcome to 2026! I hope the year ahead is both happy and prosperous for everyone. As we close out 2025, we can finally breathe a sigh of relief—portfolio results were exceptional in both the fourth quarter and the full year. Maintaining a significant weighting in materials throughout the year proved to be a major driver […]
Read MorePreferred Share Commentary | December 2025
Jeff Herold
The preferred share market had another strong month in December with redemption proceeds being reinvested in other outstanding preferred share series. Early in the month, investors received a total of $775 million from the CU.PR.I, PPL.PR.I, RY.PR.N and RY.PR.O redemptions, and on the last day of the month, investors received another $671 million from the […]
Read MoreBond Commentary | December 2025
Jeff Herold
Long term yields in several major bond markets, including Canada, moved sharply higher in early December. In part, the rise in yields reflected investors’ reduced expectations for additional monetary easing. While some central banks might lower their interest rates further, many, such as the Bank of Canada, may have reached the lowest rates of this […]
Read More