Annual Letters 31 Dec 2020 Always Winter… But Never Christmas “It’s not where you take things from—it’s where you take them to.” Jean-Luc Godard In past years, I began writing…
Commentaries 30 Nov 2020 The Consensus Value Rotation This month’s comment begins with another excerpt from Howard Marks, suggesting future market returns will be depressed as a result…
Commentaries 15 Nov 2020 November 2020 Commentary “…the low interest rates represent the dominant characteristic of the current financial environment, creating the dominant consideration for investors: the…
Commentaries 31 Oct 2020 Small Cap Allocations In a recent consultant conversation, I wondered why Canadian investors had shied away from small cap strategies over the past…
Commentaries 31 Aug 2020 Specific Market Risk Listening to the “experts” on the TV or, heaven help us, reading their opinions in the newspaper, one might believe…
Podcasts 24 Aug 2020 Podcast: Canadian Small Cap Fund Listen to a short yet insightful discussion between our Chief Investment Officer, Linda Lebrun, and Raymond Lam, Portfolio Manager for…
Commentaries 31 Jul 2020 What’s it worth? True, there are those who don’t really try to answer that question. For example, some momentum strategies have a valuation…
Commentaries 31 May 2020 All things must pass As many of you know, our key message to clients and allocators is that investing begins, and ends, with people…
Uncategorized 26 May 2020 Laurus issues industry research paper TORONTO, May 26, 2020 - Laurus Investment Counsel Inc. (“Laurus” or the “Firm”) is pleased to announce it has issued…
