The Positives of Increasing Rates
14 Feb 2023Over 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 to 4.5% in one year, the most aggressive economic tightening in decades.
Burst Bubbles & Changing Narratives
10 Feb 2023When the market falls in love with a new narrative there are always significant winners and losers. The increase in prices of equities or markets at the center of the new narrative can be parabolic with investors concentrating on one area.
CLSA 2022
09 Nov 2022Learn more about what we took away from a variety of independent business, academic and political experts that were featured at this year's CLSA.
Every Cycle Contains the Seeds of its Own Destruction
14 Oct 2022At Sandstone we have an 80/20 rule for equity investments. Equity exposure must be made up of a minimum of 80% dividend and dividend growth companies, and a maximum of 20% growth companies.
Youth of Distinction Awards 2022
30 Sep 2022The Youth of Distinction Awards (YODA) recognize deserving youth, 12-18 years of age or still in high school, for the remarkable ways in which they have chosen to live.
Themes, not memes – Investing the SANDSTONE way
11 Aug 2022Some investors – especially among the younger crowd – are feeling buyer’s remorse these days. Instead of gravitating to stocks celebrated through memes or flavour of the day currencies, our firm has taken a very methodical and principled approach to investing since launching in 2004.