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.
PDF: Horatio's Answer
The View | April 2000
There is a conversation that takes place in Act I, Scene V of Shakespeare’s Hamlet that has been running through my mind lately. The exchange is between Horatio, an...
PDF: The Ham in the Sandwich
The View | October 1999
Ladies and gentlemen, you have been drawn here under false pretences. Your program agenda made reference to our firm’s February publication, and implied that I would be referring to...
PDF: Unforced Errors
The View | July 1999
In the aftermath of our last View from Burgundy, two things became obvious to us. One is that our readers are ardent cinema fans, since our initial lapse in casting...
PDF: We're Mad as Hell
The View | February 1999
In the 1976 film Network, Albert Finney gave a riveting performance as a TV anchorman who blew a gasket and began to deliver angry tirades on his nightly news show. His...
PDF: Stealing a Fortune
The View | August 1998
It is not too much of a stretch to say that the biggest change in management behaviour over the past 20 years has been the transformation of senior managers from stewards...
PDF: A Capitalist Hotbed
The View | May 1998
One Canadian province has led all others in small- and mid-cap stock market performance over the past two years. Two of the three top performing Canadian small-cap mutual funds over...
The Sun Also Rises
The View | March 1998
At the end of 1989, Japan was flying high. Its economic model was considered by many to be the best in the world. Under the benign and extraordinarily competent direction of...
PDF: Selling the Downside
The View | November 1997
It is welcome news that the Canadian government has almost eliminated its deficit, but now we must deal with the very high debts that have been built up over the...