This blog was initiated as a vehicle to share some of our insights with the investment community at large. We are a Toronto, Canada based Investment Management firm, currently registered in the Provinces of Ontario, BC, Alberta, Manitoba, and Quebec .
We consider ourselves to be unique in several respects in our approach to investment management. Specifically, we are climate sensitive; if we don't like the investment climate we are not shy about withdrawing to the sunny climes of cash.
We believe in momentum, both of price and earnings, as well as a host of other technical and fundamental indicators. We further believe in isolating certain sectors of the markets, and certain markets within the global arena, that offer better-than-average potential, and focusing our assets on those selected sectors and markets.
Our communications with clients are meant to be provocative, insightful, and humorous. And, of course we welcome your feedback.
