Helping you grow more than wealth

I manage diversified global portfolios on a discretionary basis. My stock selection is driven by fundamental valuation, and ultimately I strive to own growth at a relatively compelling price for client portfolios.

Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

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Latest Insights

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Tapping the brakes on the equity rally: Q3/Q4 challenges ahead

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

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