Investment Insights

Perspectives on value investing, market dynamics, and wealth building shaped by nearly four decades of experience.

Quality Businesses

The Anatomy of Quality Businesses

Truly exceptional businesses share certain fundamental characteristics that set them apart from the ordinary. Learn what quality looks like in practice.

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Valuation Discipline

Valuation Discipline in Practice

Price and value are different things. Understanding this distinction and maintaining discipline is crucial to investment success.

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Market Volatility

Navigating Market Volatility

Volatility is the price of admission for equity investors. Learn how to maintain perspective and find opportunity in turbulent times.

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Global Diversification

Global Diversification for Canadian Investors

The case for looking beyond domestic borders is particularly compelling for Canadian investors. Discover the benefits of global perspective.

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Compound Returns

The Power of Compound Returns

Compounding is the most powerful force available to long-term investors. Understanding its mathematics is key to building lasting wealth.

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