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.

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…

High Yield Bonds Have Shown to Improve Portfolio Alpha Through Periods of Uncertainty

Ian Marthinsen

The Great Divergence The current relationship between the S&P 500 and US economy can be characterized as bipolar. In the second quarter of 2020, the S&P 500 rallied by 20.5% and its forward P/E ratio (“P/E…

Canso Market Observer – July 2020

This edition of the Canso Market Observer covers: Lessons learned in 2020 The financial rally Opportunities to be had Summary: COVID-19 has exposed both risks and opportunities in the financial markets. Prior to the crisis the…

Canso Credit Income Fund – Recirculation of Class A Units (TSX Ticker: PBY.UN)

Richard Usher-Jones

TORONTO, June 23, 2020 /CNW/ – Lysander Funds Limited announces that Canso Credit Income Fund (the “Fund”) intends to recirculate Class A units of the Fund (TSX ticker: PBY.UN) tendered for redemption under the Fund’s annual…

Canso Credit Income Fund will discontinue servicing fees

Richard Usher-Jones

TORONTO, June 16, 2020 – Lysander Funds Limited announces that effective July 1, 2020, Canso Credit Income Fund (TSX: PBY.UN) will discontinue paying servicing fees, which are currently paid to dealers that have investors who hold…

Your Cookie Settings