Capitalizing on China Reopening

At OUTLOOK 2023 one of our major trends for the year ahead was the reopening of the Chinese economy. The country’s zero-COVID policies have been easing over the last few months and the rapid

The Positives of Increasing Rates

Over the last year and a half, we have experienced one of the fastest upward revisions of interest rates in a lifetime. Never has the Bank of Canada’s Policy Rate increased from effectively nothing

Burst Bubbles & Changing Narratives

Roughly every decade, financial markets fall in love with a new narrative.   Typically, the narrative is something simple such as:    1) the opening of new markets 2) technology breakthroughs 3) the

CLSA 2022

We participated in the 29th Annual CITIC CLSA Flagship Investors’ Forum, which was held virtually again this year. Every year, CLSA gathers some excellent big-picture presenters on a range of timely

The bottom is the day before the recovery begins. Thus, it's absolutely impossible to know when the bottom has been reached...ever. We buy when we can access value cheap.

Howard Marks



  • Investment and tax management
  • Financial and estate planning
  • Private equity fund


  • Coordinated professional network
  • Simplified tax reporting
  • Personalised education


  • Customised capital objectives
  • Not-for-profit fee discounts
  • Full team participation