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 Market Observer – October 2020

“While we are not public health experts or medical doctors, our profession does require us to price financial assets and evaluate their risks. This means understanding and pricing the effects of COVID on companies and their cash…

A New Type of Security is Shaking up the Canadian Preferred Share Market

Ian Marthinsen

Shades of the 2008 Financial Crisis A relatively new type of security with ties to the 2008 financial crisis is shaking up the Canadian preferred share market. The security goes by different names depending on where…

Canso Credit Income Fund Announces Distribution

Richard Usher-Jones

TORONTO, September 23, 2020 /CNW/ – Lysander Funds Limited announces that Canso Credit Income Fund (TSX: PBY.UN) will pay a monthly distribution in the amount of $0.04166 per Class A Unit and/or per Class F Unit…

Limited Recourse Capital Notes (LRCN) – What is the impact on the Canadian preferred share market?

Lysander Funds Audio Update Featuring Slater Asset Management Doug Grieve and Jason Darling discuss the new and unique issuance from the Canadian banks in 2020 – Limited Recourse Capital Notes – and their impact on…

Triasima Portfolio Management – Q2 2020 Commentary

Equity markets have already written off the extraordinary events of the first half of the year and the profits collapse that came along. As the second quarter market rebound indicates, investors are looking forward and anticipating…

The US Economy is Flush with Cash – Will it Lead to More Inflation?

Ian Marthinsen

“Money Printer Go Brrr” In response to the COVID-19 pandemic, governments and central banks have created record amounts of cash via fiscal and monetary policy. The amount of money created has been so extreme that a…

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