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Amplus Fund May Update

Amplus Fund May Update

Despite inflation rising to levels not seen since August 2008, the Fed narrative is that this is simply “transitory”. PM Andrew James…
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Wealhouse Capital Management
The Shortage of Everything

The Shortage of Everything

Is it us or does everything seem more expensive these days? From lumber to microchips to workers, there seems to be a supply crunch for…
Go to the profile of Wealhouse Capital Management
Wealhouse Capital Management
Silver Linings — CI Financial

Silver Linings — CI Financial

Few companies took advantage of last year’s market decline the way CI Financial did, by making smart acquisitions south of the border…
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Wealhouse Capital Management
Amplus Fund April Update

Amplus Fund April Update

The hottest product on the market is…lumber? Increase in home reno projects due to COVID has caused lumber prices to soar. But latest CPI…
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Wealhouse Capital Management
Full Steam Ahead

Full Steam Ahead

Lions Bay Fund had a record breaking Q1 thanks to the downside protection put in place in anticipation of the market-swinging headlines.
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Wealhouse Capital Management
On the Road to Recovery

On the Road to Recovery

With vaccination programs well on their ways around the world, CIO Scott Morrison talks about which stocks he is picking for Panorama Fund…
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Wealhouse Capital Management
Amplus Fund March Update

Amplus Fund March Update

In his latest commentary, portfolio manager Andrew James Labbad discusses the controversial “I” word: Inflation. How is Amplus prepared for…
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Wealhouse Capital Management
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Go to the profile of Wealhouse Capital Management
Wealhouse Capital Management

Tax Me Later

One year into the pandemic of a lifetime, ripples are still being felt today. CIO Scott Morrison discusses how he positioned Panorama…

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Go to the profile of Wealhouse Capital Management
Wealhouse Capital Management

Canadarm-maker MDA targets quadrupling revenue in prospectus for $500-million IPO

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Go to the profile of Wealhouse Capital Management
Wealhouse Capital Management

Amplus Fund February Update

In February, the trending topic for investors shifted from “GameStop” to “10-year Treasury yield”. In his…

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Go to the profile of Colin McPherson, CFA
Colin McPherson, CFA

Silver Linings — Aon

Aon’s current takeover of its rival secures the company to emerge from the pandemic stronger than ever. Panorama portfolio…

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Go to the profile of Wealhouse Capital Management
Wealhouse Capital Management

Amplus Fund January Update

GameStop, Reddit, Robinhood: all buzzwords in the month of January. In an environment of momentum-chasing…

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Go to the profile of Wealhouse Capital Management
Wealhouse Capital Management

Be Greedy When Others Are Fearful

Panorama Fund is primed and ready to take advantage of the pandemic recovery. Find out more on his…

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Go to the profile of Wealhouse Capital Management
Wealhouse Capital Management

Panorama First Tracks 2021

All four Wealhouse strategies returned double digits in 2020. With another strong performance year behind us…

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Wealhouse Capital Management

Enjoy the Party, but Dance Near the Doors

Rounding up a turbulent 2020, Senior PM Justin Anis discusses why the current price…

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Go to the profile of Wealhouse Capital Management
Wealhouse Capital Management

Amplus Fund Year-End Review

In its inaugural year, Amplus Fund closed 2020 up +18.61%. Portfolio manager Andrew James Labbad comments on…

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