Commentary Archives

Insights

At Lysander Funds we strive to inform and educate Canadian investors. In this section you'll find resources that highlight the thinking of our Portfolio Managers.

Canso July 2026 Corporate Bond Newsletter

The Long Game Some wins take time. Canada’s men’s national soccer team made history, advancing to the FIFA World Cup Round of 16 for the first time ever. Their dramatic 1-0 victory over South Africa, sealed…

Slater Quarterly Recap – Q2 2026

The Canadian Preferred Share market finished higher in Q2 2026, with the S&P/TSX Preferred Share Total Return Index (the “index”) up 4.0%. Series F of Lysander‑Slater Preferred Share Dividend Fund (“the Fund”), and Lysander‑Slater Preferred Share…

Three Reasons to Get Excited About US Small Cap Stocks

Ian Marthinsen, CFA, Portfolio Manager

A Crowded Trade – US Large-Cap Equity Over the past three years, US large cap equity has become an increasingly crowded trade, with investor assets growing in ETFs replicating the S&P 500 Index1. As illustrated in…

Patient Capital Quarterly Commentary – Q1 2026

In the first quarter of 2026, equity performance in North America diverged meaningfully. Through March 31, 2026, the S&P 500 Index was down 4.6%1 for the quarter, while the S&P/TSX Composite Total Return Index gained 3.3%2,…

Canso April 2026 Corporate Bond Newsletter

To the Moon We celebrate the successful completion of the Artemis II space mission that sent 4 astronauts farther away from Earth than any human had previously travelled. London, Ontario-born Jeremy Hansen represented the Canadian Space…

Canso April 2026 Market Observer

Investors have been navigating the uncertain and turbulent waters of Times Trump, where one social media post can send markets soaring, announce a military action or a ceasefire. Our January 2026 edition focused on Trump’s tariffs…