Views & Insights
Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.
CATEGORY: Being a successful investor
PDF: Winning by Not Losing
The View | October 2016
Before I became an investor, I was a tennis player. I played competitively as a junior and became pretty good at the game. It took me a long time to...
Are You Faking It?
The Journal | April 2016
Have you ever found yourself in a conversation about finance and, in a moment of incomprehension, rather than ask a question you simply nodded along? Perhaps it was a conversation...
Parents, Beware
The Journal | April 2016
“Parents, Beware: Your Children Will Invest Like You Do.” This headline caught my attention in The Wall Street Journal last week. In all my studies, I have never come across...
PDF: Ain't Misbehavin'
The View | October 2015
Value investing is simple: buy stocks when they are trading for less than their intrinsic value. But simple doesn’t mean easy. There are many roadblocks standing in the way...
How to Avoid Common Investment Mistakes
The Journal | October 2015
As investors, each day we face triggers. Whether they manifest in our conversations with friends and colleagues, or in the barrage of daily media messaging, we are constantly surrounded by...
How Do You Feel about Volatility?
The Journal | June 2015
This is a critical question to answer when you sit down with your Investment Counsellor to construct an appropriate asset allocation for your portfolio. It is also a timely question...
Call Me Old-Fashioned…
The Journal | June 2015
Navinder Singh Sarao, a U.K. high-frequency trader, was arrested recently for using market manipulation to destabilize the market causing the May 6, 2010 Flash Crash where, among other markets, the Do...
Finding Solace in Discomfort
The Journal | April 2015
Value investing is not supposed to feel good. It’s supposed to be uncomfortable, even painful at times. In certain parts of the cycle we will feel validated, but it...