Patient Capital Management

Tariffs were the overhanging issue in financial markets since President Trump’s election in November. In a process that can be described as unconventional and somewhat chaotic, tariffs were announced on February 1st, 2025, and then on…

U.S equity markets performed strongly in the second quarter and one year ended June 30th, 2024. The S&P 500 Index (CAD) returned 5.33%1. However, the S&P/TSX Index posted a disappointing -0.53%2 for the quarter. The one…

Equity markets performed strongly in the first quarter and full year ended March 31st, 2024. The S&P 500, the MSCI World Index and the S&P/TSX gained 10.56% , 9.01% and 6,62% respectively for the quarter, The…

Equity markets continued their upward trend in the fourth quarter of 2023. Optimism was largely based on the expectation that Central Bankers had concluded their interest rate hikes and inflation was on its way to the…