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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, updated regularly. They’ll help you learn more about why our approach – investing directly in good businesses – helps to provide the best long term value.

Comparing Apples to Orchards

To determine the best way to protect your wealth, it is helpful to understand the difference between money and wealth Read More

February 14, 2019 | Insight

Thinking Charitably

Let's take a look at a particularly tax-efficient method of benefiting your favourite cause Read More

December 7, 2018 | Insight

Things That Go Bump in the Night

Anxiety about investment performance could ruin a good night’s sleep Read More

October 30, 2017 | Insight

Should you let tax policy dictate your investment strategy?

Rapid and repeated trading not only increases risk and volatility in a portfolio, but also triggers tax consequences. Read More

August 15, 2017 | Insight

Conviction, Concentration and Cash

There is far more risk in the broad market indexes today than there was in the depths of the 2008-2009 downturn. Read More

May 29, 2017 | Insight

If you have a question about anything you read or want to learn about something you don’t see here, ask Alan or Jennifer A. (they love to answer questions):