Educating clients. 
Avoiding the noise.

Welcome to our blog.  We model Buffett’s approach to educating clients on the discipline of compounding wealth through value investing, not investing in things we don’t understand, avoiding noise and distractions and not being concerned if the market discounts or undervalues our companies.

Investment Strategy - November 2024

As the U.S.A will decide if a woman will become president for the first time in history or if Donald Trump will get a second term in office, the contrast between the two candidates could not be starker....

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Equity and Fixed Income Strategy - August 2023

The Bank of Canada (“BoC”) and U.S. Federal Reserve (“Fed”) were at it again, recently raising rates another quarter point. While we think those latest increases were unnecessary given already sharply lower inflation trends, at least we now have......

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Equity and Fixed Income Strategy - July 2023

Sometimes in the world of investments, the best longer-term risk-reward vehicles are found on the road less travelled. Case in point, since the start of 2022, Canadian banks have been very much out of favour with investors....

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