BCV Blue Chip Report – April 2022

Behavioral Finance & Making Investment Decisions: Everyone knows someone who has panicked and sold their investments at the worst possible time when the market has sold off, only to later regret that decision, or someone who has procrastinated on investing wanting to wait until the “ideal time” to invest. 

 Guardian Report to Shareholders – Q1 March 2022

The last few years have seen a seemingly unending string of adverse shocks hit the world, disrupting the normal course of economic activity and, more generally, everyday life. The new year began with expectations of much-needed calm on the horizon. Uncertainties related to the ongoing pandemic seemed to be on the wane and the world was opening up more and more.

Antares Value Portfolio – Q1 2022

The Antares Value Portfolio focuses on companies that, in our analysis, are underpriced in the stock market relative to their underlying worth as businesses. Our strategy aims first to protect investors’ capital by not overpaying for a given company – holding fixed income or cash when bargains cannot be found

KAI Core Equity Pool Q1- March 2022

It would not be an exaggeration to suggest that the first quarter of 2022 was extreme. As the year turned, most equity markets were met with selling pressure and elevated volatility levels as drivers of uncertainty evolved.