The Risk That Time Forgot| June 2019

“Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair.” Sam Ewing In 1970, you could strut to your local store and style yourself in the latest bell bottom jeans, belted turtleneck, and platform shoes, all for under $25.  You could then boogie […]

We The North. | May 2019

“There’s no place like home.” The Wizard of Oz Along with sports fans across the country, we have firmly entrenched ourselves aboard the Raptors’ bandwagon.  And Kawhi not?  The newly anointed King of the North and his troops are one win away from being crowned champions.  The energy and enthusiasm are palpable and infectious, with […]

Oops, I Did It Again| April 2019

“Heads I win, tails you lose.” Norville “Shaggy” Rogers Becoming better investors involves learning from mistakes, our own and those of others.  While some lessons need to be learnt the hard way, the preferred method is to draw wisdom from the missteps of others.  It is, after all, the cheaper option. This month, our ‘others’ […]

If Peter Piper Picked a Portfolio Manager| March 2019

“Dogs got personality. Personality goes a long way.” Pulp Fiction In our business and professional lives, one of the most important choices we make is who we hire and work with.  For investors and allocators, this is usually the final step of their investment process.  After determining the financial objectives and portfolio allocation, comes the […]

It’s the End of the World as We Know It| February 2019

“People are predicting the end of the world like there’s no tomorrow.” Mr. Greg Jeffs Since the beginning of civilization, people have been predicting its end.  Everyone from religious figures to psychics and scientists have warned of nuclear holocausts, asteroids, zombie invasions, and other apocalyptic events leading to the extinction of the human race.  In […]