Broadening Breadth, Strategic Shifts Drive Year-End Momentum
Capturing Opportunity, Managing Risk.
Tactical, multi-asset wealth management and planning for families, foundations, and endowment funds.
Our Disciplined Leadership Approach™
Allows us to objectively manage client portfolios through all market conditions.
Top-Down
Everyday we assess market risks, and identify market leadership through our top-down methodology.
Bottom-Up
Our bottom-up method is designed to proactively identify leading companies across all sectors of the market.
The Barometer Global Music Royalty Fund invests in a pipeline of attractive cash-flow generating music copyrights that have a strong track record of historical earnings.
Earnings Strength and Global Breadth Drive Market Momentum
Global Equities Rise, Inflation Plays Advance
Financials Strong, Inflation Hedges Take Lead
Seasonality, Dividend Growth as a Strategy, and Opportunities Moving into the Fall
Seizing Opportunities: Investing in Canadian Banks Amidst Weakness
Analyzing Oil Prices, China’s Economic Challenges, and Our Top Energy Stock Picks
Anticipating the Jackson Hole Talks, Earnings, and Our Outlook Moving Forward
Timely insights on market leadership and positioning, every Tuesday at 4PM.
Still so early in capital rotation to international stocks.
When International starts to outperform, it tends to go on for years. A clear sign of global risk appetite.
$VEU vs. $RSP
