Commentaries 30 Apr 2020 The Pandemic Lockdown The devastating blow of the pandemic lockdown continues to unfold on the global economy, causing a near-stop to travel, migration,…
Commentaries 29 Feb 2020 Goodhart’s Law Our February comment was released following a difficult final ten days of the month - not that it relates to…
Commentaries 31 Jan 2020 Appealing to Interests This month our CIO, Linda Lebrun, outlines why we believe management ownership of corporate stock best aligns them with shareholders.…
Annual Letters 31 Dec 2019 Politically Polarized As we enter the new decade, a few random thoughts on the past year and the path we may tread…
Commentaries 30 Nov 2019 The Narrative This month we speak to the narratives that pervade the investment ecosystem. Skimming through Damodaran’s “tribes” (storytellers and number crunchers)…
Commentaries 31 Oct 2019 Oils Not Well In a stunning announcement November 1st, Pengrowth Energy Corp. announced its sale to Cona Resources Ltd. for five cents a…
Uncategorized 27 Sep 2019 Laurus Investment Counsel places No. 62 on The Globe and Mail’s brand-new ranking of Canada’s Top Growing Companies Laurus Investment Counsel places No. 62 on The Globe and Mail’s brand-new ranking of Canada’s Top Growing Companies TORONTO, Sept. 27,…
Commentaries 31 Aug 2019 Time to Slow Down The four most dangerous words in investing are “this time it’s different” according to John Templeton. At stock market tops,…
Commentaries 31 Jul 2019 Dear Prudence The CFA standard notes “Members and Candidates have a duty of loyalty to their clients and must act with reasonable…
Commentaries 31 May 2019 Understanding Embedded Risk Over the past few years the Canadian investment industry has hollowed out, with far too many independent investment firms being…
