Geof discusses the drivers of Q4 markets, Fund performance, and what to expect from the economy’s reopening.
Peter highlights the strong Q4 market performance, Fund positioning, and forces that could drive markets in 2021.
Nick details Fund performance, equity risk premium compression, and how the Fund is positioned for the future.
Stephen discusses the Fund’s performance, what drove the Q4 rally, and what we expect going forward.
Aubrey talks about the forces that affect the markets in 2020 and why small- and mid-caps may outperform in 2021.
Eric highlights what drove Q4 markets, Fund performance, and the reasons he’s positive going forward.
Greg discusses the exceptional Q4 markets, Fund performance, and why now is an ideal time for small caps.
Aubrey talks about what drove markets in 2020 and where he sees risks and opportunities going forward.
Stephen talks about Q4 markets, Fund performance, and how the Fund is positioned for 2021.
Alfred discusses Q4 markets, how Fund positioning has evolved, and the risks and opportunities for 2021.