We have created an investment firm

of which we would want to be clients

Flexible Fixed Income Fund
Small Cap
Partners Fund

Download our investor letters

and investor day transcript

Quarterly Letter PDF

Annual Letter PDF

Investor Day PDF


How PetSmart swallowed Chewy

How do we build for tomorrow, today?

Driven by Passion

Opinion piece: Shareholder Activism

Fake Influencers of Real News

Rational Thinking and Factfulness

Deliberate Practice: A Case Study

Roy Thomson- Canada’s First Great Capital Allocator