Following the 2008 credit crisis, financial markets have provided robust returns for both fixed income and equity investors. Many stock markets breached record levels in 2017, while long-term interest rates reached all-time lows – with many countries even...
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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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