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 – April 2020

We are All Indexers and All Keynesians – The Canso team provides an in depth review of a turbulent first quarter in the latest newsletter.

March 2020: A Historic Month and Spotting Relative Value in Credit

Ian Marthinsen

A Historic Month “Historic” is at least one word that can be used to describe the month of March and the impact the spread of the COVID-19 virus has had on many facets of life for…

Canso Market Px – March 30, 2020

The Canso team provides insights on credit market illiquidity, steepening yield curves, the tyranny of the bid/ask spread and more in the first Canso Market Px.

An Update From John Carswell, President and CIO, Canso Investment Counsel Ltd. – March 23, 2020

John Carswell, President & CIO, Canso Investment Counsel Ltd. addresses the challenging market environment and the opportunities in corporate bonds. Download file below for full content:

Commentary from Matt Shandro, President and PM, Fulcra Asset Management Inc.

Dear Clients and Friends of Fulcra, During these uncertain times, we want to make sure that Fulcra investors/supporters are aware of our ability to continue to operate effectively as well as prepare for the opportunities that…

A Letter From John Carswell, President & CIO, Canso Investment Counsel Ltd.

We have been getting a lot of questions on the turmoil in the financial markets and what we are doing for our Pandemic Response. Download file below for full content: