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Disclaimers Performance Prospectuses and Forms
Opportunities in Financials & the Impact of Rising Interest Rates
Our banks have their strongest balance sheets ever, and may benefit from the earnings boost provided by higher interest rates. We anticipate growing multiples as this resilience and earnings power are recognized.
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How COVID-19 Impacts Portfolio Positioning
Given short term uncertainties for both economies and companies, our focus is on durability, balance sheet strength and competitive advantages– factors that provide long term confidence in our companies over multiple scenarios.
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Investment rationale for Intel, and the new position Teck Resources – A copper producer benefitting from new economy reliance on that metal (buildings, electric vehicles) at a time of low industry investment
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