News & Media

When I began last years letter, it noted how joyous the year had been in the equity markets. With central banks worldwide keeping interest rates low and markets awash in cash, equity values soared over the prior twelve month’s spreading good cheer to all who participated. My how the world has changed.

“Cause when you worry your face will frown, and that will bring everybody down. Don’t worry, be happy.” From a song by Bobby McFerrin There is an old journalism colloquialism, “If it bleeds, it leads.” Never has it been more true in our society than today. As we gradually move away from COVID, the ascendancy […]

“I’ve missed more than 9,000 shots in my career. I’ve lost almost 300 games. Twenty-six times I’ve been trusted to take the game-winning shot and missed. I’ve failed over and over and over again in my life. And that is why I succeed.” Michael Jordan We all tend toward innumeracy generally, and we’re especially bad […]

“Denial ain’t just a river in Egypt.” Mark Twain In truth, I’m not a huge baseball fan. But great lessons can come from anywhere and, as in this case, occasionally from the diamond. In 2013, Mark Appel was drafted as the number one pick by the Houston Astros. In his first 44 innings as a […]

Toronto, Canada – May 15, 2022— Laurus Investment Counsel announced today their US Small Cap equity strategy has once again been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 2022. The highly anticipated list, published by Zephyr, remains one of the most […]

“There is nothing new in Wall Street. There can’t be because speculation is as old as the hills. Whatever happens in the stock market today has happened before and will happen again.” Jesse Livermore Growing macro concerns focused on inflation, rising interest rates leading to a potential economic slowdown, and the ongoing conflict in Ukraine […]

“Logic is the subject that’s helped me the most in picking stocks, if only because it taught me to identify the peculiar illogic of Wall Street. Wall Street thinks just as the Greeks did. The early Greeks used to sit around for days and debate how many teeth a horse has. They thought they could […]

The integration of Environmental, Social, and Governance (ESG) factors into investment decisions has rapidly become standard practice for most institutional asset managers. Notably, in just a few years, our conversations with consultants and asset allocators have moved from being asked if we incorporate ESG into our process, to how. It’s always an enriching discussion because […]

“And the seasons they go round and round, And the painted ponies go up and down, We’re captive on the carousel of time…” Joni Mitchell, The Circle Game Russia escalates its military presence and leverages nuclear threats. The US Federal Reserve announces the pullback of its massive monetary stimulus. Tensions escalate in US-China relations, while […]

“Lions and tigers, and bears, oh my!” Dorothy in The Wizard of Oz It seems appropriate to begin with a refrain from the Wizard of Oz this month. Though public equities provide long-term investing success, this “yellow brick road” has many twists and turns to navigate, and January, as with the period between February and […]

It has been a joyous year to be in the equity markets. With central banks worldwide keeping interest rates low and markets awash in cash, values have soared over the past twelve month’s spreading good cheer to all who participated. In fact, for a third year in a row, the S&P 500 posted strong double-digit […]

Laurus Investment Counsel’s focus on quality investing and its commitment to people has helped the global small-cap equity manager grow to $683 million in assets as of March 31. The Toronto-based firm was founded in 2014 by President and CEO Christopher Page, who has over 40 years of experience in the asset management industry and […]