Views & Insights

We put our principles and practices in writing so that we can inform and foster conversation with our clients.

Two Proverbs

Two Proverbs

May 2020

In late 1984, in the first weeks of my career in the capital markets, I took part in a discussion about the world economy. The oil patch was in crisis and ...

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COVID-19 – Community Support

COVID-19 – Community Support

April 2020

The COVID-19 pandemic has had an impact on all of our lives. Uncertainty about the future has spurred palpable anxiety, and understandably so. While we are all going through this ...

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The 100 Year Culvert

The 100 Year Culvert

The Journal | April 2020

Before my career in investing I had a career in forestry, where I spent most of my time working on Vancouver Island and on Canada’s Northwest coast – to ...

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Investing in a Plague Year

Investing in a Plague Year

April 2020

A few days into the market maelstrom of March 2020, I was sitting in front of my TV watching the financial channels. Really unbelievable things were happening. Equities plunged and soared ...

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Approach

We employ a quality-value investment approach to preserve and grow our clients’ capital over the long term. Quality-value investing is based on investing in great companies when we can buy them for less than they are worth and holding them for the long term.

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Clients

Our clients are our partners. We build deep and enduring relationships with our clients to better understand their unique investment needs.

Individuals & Families

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Foundations & Endowments

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Institutions

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Family Offices

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