Insights
Articles and Newsletters
We’re always looking to help our clients understand what they are investing in and why. You can find our quarterly letter, Insight, and a variety of interesting articles on this page. They’ll help you learn more about why our approach – investing directly in good businesses – helps to provide the best long term value.
The Modern Pentathlon: Taking Home the Gold
By Grace MacDonald, CFA With the 2024 Olympic Games upon us, the team at Genova is watching and cheering on our Canadian athletes in Paris. Like ...
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Three Keys to Portfolio Success
Warren Buffett’s maxim on investing is often quoted. “Rule Number 1: Never lose money. Rule Number 2: Never forget Rule Number 1.” Like most such ...
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The Value of a Solid Foundation
As the market turmoil and the volatility continues, remember that share prices on any day is just that person knocking on your door with an ...
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Portfolios That Make Dollars and Sense
The success of your portfolio is driven by the success of the underlying businesses you own.
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Risky Business
It’s been a strange year for investors so far. Strong markets after the New Year were followed by a precipitous drop on COVID fears in ...
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Precision Decisions
Decisions, Decisions The first thing a student of investing learns is to “buy low and sell high”. In other words, find a stock that you ...
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