You can't change the wind, but you can adjust your sails

Capturing Opportunity,
Managing Risk

We measure the market every day. We follow leadership wherever it emerges. And every Tuesday at 4:00, we tell you exactly what we see.

Next Barometer Readings WebcastTuesday, July 28, 4:00 PM ET

The discipline behind your portfolio

We actively address three factors in our portfolio returns: market, sector and security.

Top-down

We measure breadth, leadership and money flows every day. The market’s internals tell us what environment we’re investing in.

Bottom-up

We own businesses that are good and getting better, in the parts of the market attracting capital. We follow leadership wherever it emerges.

Risk discipline

When the evidence strengthens, we add. When it calls for patience, we hold cash and wait for the right opportunity. Discipline decides the size of every position.

Our investment processes provide both objectivity and transparency, which help to ensure ongoing engagement with our clients and advisor partners.
Who we work with

Private Clients & Families

Bespoke investment strategies and holistic planning designed to protect and grow your family’s legacy across generations.

Financial Advisors

Disciplined investment mandates, specialized private pools, and direct portfolio-manager access to enhance your practice and serve high-net-worth clients.

Foundations & Institutions

Delivering active risk management, absolute-return focus, and unconstrained execution to help investment committees meet long-term fiduciary obligations.

How we work with you

Every family arrives with its own circumstances, and our work begins with understanding your life in full, because the strategy that serves you can only come from you.

01 Your life
What we're seeing in markets

Market Insights

When the evidence strengthens, we add. When it calls for patience, we hold cash and wait for the right opportunity. Discipline decides the size of every position.

Barometer Readings
Every Tuesday,
4:00 PM ET

Our portfolio management team on where markets stand this week, live, followed by your questions.

July 29, 2026
Barometer Readings Webcasts, International Equities, Market Insights
July 22, 2026
Barometer Readings Webcasts, Market Insights
July 14, 2026
BNN Segments, Market Insights
Who you work with

Our executive leadership team

Portfolio managers, strategists and advisors under one roof in Toronto. The people managing your capital are the people who answer your call.

David Burrows

Chairman, Chief Investment Officer

Geoff Spidle

President

Peter McCarthy

Managing Partner

Blinding Lights.
One Dance.
Sunflower.
Levitating.

Some of the most streamed songs in the world are in this portfolio.

An allocation to cash-flow generating music copyrights with established earnings histories, managed in partnership with Kilometre Music Group.

Available to accredited investors under prospectus exemptions.

Hear a selection of songs from the fund’s catalogue.