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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.

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

The Art of Wealth Strategy

Creating an optimal wealth strategy is in some ways like creating a piece of art. Read More

January 31, 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):