This month we have teamed up with NewGen Asset Management to present an idea for a Canadian company that has flown under the radar. Savaria (TSX-SIS) has built a strong business on offering a range of accessibility lifts and vehicle modifications. Download...
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In our latest Monthly Manager Insight, RPIA discusses how their firm is finding higher fixed income returns in the often overlooked Crossover space. RP Investment Advisors (“RPIA”) is an investment manager focused on providing solutions in the global fixed income...
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In our latest Monthly Manager Insight, Ewing Morris makes the case for Ubiquiti Networks being a business model disruptor in the networking technology space. Ewing Morris & Co. Investment Partners is a Toronto-based investment firm founded in 2011. We have never...
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Sui Generis Investment Partners presents their case for independent power producer TransAlta (TA-T). After they spun out TransAlta Renewables (RNW-T), their stake in the new company became more valuable than their own market cap. So why is TransAlta proper priced at...
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This edition of Monthly Manager Insights features an idea from Vision Capital Corporation on Pure Multi-Family REIT LP. Read why they believe the REIT is priced at a 25% discount of true net asset value. Vision Capital Corporation is the Manager of the Vision...
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