In our Q1 commentary we discuss recent evidence the global economy is accelerating again, but push back on concerns that inflation is rising enough for the Fed to change course from their guidance of three rate cuts this year.
In our Q4 commentary, we examine the possible reasons for the "Powell Pivot", discuss the potential concerns for weakening near-term macro data, and look ahead to what may happen with asset flows as rates decline and money market funds look less attractive
In our Q3 commentary we discuss the current crisis in duration, as well as the "new normal" for market trends (or lack thereof). We introduce our new solution to help protect against overlooked "right tail risk".
In our Q2 Commentary we examine the divergence between strong equity indicies and poor economic data. We look at the factors that could cause a "catch-up" trade for cyclicals, or a "catch-down" trade for expensive stocks.
In our Q1 commentary we discuss the U.S. bank crisis and the potential knock-on effects, as well as examine what it will take to move out of the systematic seesaw of risk-on / risk-off markets...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
In our Q4 commentary, we examine if inflation is falling faster than anticipated, increases the odds of a soft-landing. We look at bonds as the standout asset class for 2023, and make a few predictions for what the year may hold.
In our Q3 quarterly commentary we take a deeper dive into why there has been a pervasive bid for low quality stocks despite the worst bear market in years. We discuss the implications of the very high household allocations to equities in a world where "TINA" (there is no alternative), gives way to "TANYA" (there are now yielding alternatives). Finally we review the key recession indicators and look at why the upcoming Q3 reporting will be key for markets, and whether or not a soft landing is still a possibility.
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
In our Q2 commentary we discuss whether valuations have fallen enough, and why the Fed might be closer to completing its hiking cycle than expected. We also look at why this cycle might be different for oil stocks...
In our Q1 commentary whether stocks can be an "inflation hedge", and how they do in stagflation. We look at the yield curve inversion and what it actually means for returns, and finally we look at the "green shoots" that may lead to a continuation of the rally off the March lows.
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
In our Q4 commentary we look at the implications of Omicron ending the pandemic as we have known it, and the effect on the ongoing rotation from growth to value. We look at "momentum machines" and the consequences of their ultimate unwind. Finally, we lay out our expectations for the year ahead with some key themes reflected in our portfolio selections.
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
In our Q3 Commentary we take a deeper dive into the historical returns of asset classes, sectors and strategies during periods of persistent inflation. Given that very few investors managing money today did so in the 1970s, it's important to understand how damaging inflation can be, and what strategies can help...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
In our Q2 2021 Commentary, we discuss the great inflation debate, the changing face of momentum, and we examine investor's current love affair with stocks, and what it means for future returns...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
In our Q1 commentary we discuss the drivers of the ongoing rally, and what shifts in sector winners we expect as we rotate from growth to value...
In our Q4 commentary we discuss how the "market of extremes" persisted through to the end of the year with a violent regime shift and a potential changing of the guard for market leadership...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
In our Q3 Fund Commentary we discuss the how volatility is the one constant as we grind our way through the pandemic and look through to the other side...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
In our Q2 Fund Commentary we discuss the causes of the largest quarterly rally in decades, and the possibilities for what comes next...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
In our Q1 Fund Commentary we discuss what caused the severity of the market sell-off, and what we think lies ahead for the first bear-market in more than a decade...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
We wrap up the year and discuss how the factors that made 2019 a tough relative year may lead to outperformance for the strategies in 2020...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
In our Q3 2019 Commentary, we discuss the September "momentum massacre" and its implications for both markets and the long-awaited shift from growth to value.
It's been a year since we launched our liquid alternative mutual funds. See how we've done...
EHP Funds announces name changes for the following funds...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
EHP Funds is pleased to provide a business update with respect to its liquid alternative funds...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
EHP Funds is pleased to announce the launch of the first family of prospectus-offered “Liquid Alt” alternative mutual funds in Canada...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
The so-called Trump trade that provided a big lift to value and cyclically oriented equities has lost some steam...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
The threat of rate increases and a rising US dollar suggests best bets are in financials, industrials, discretionary...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Hedge fund manager Jason Mann, partner of EdgeHill, explains in this edition of le club b, how to identify stocks with the best combination of being cheap and stable. [subscription required]
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Market commentary with Jason Mann, CIO and Portfolio Manager...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
It’s not unusual for bull markets to have low volatility, but shocks to the system can force many investors to quickly reduce their risk.....
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Market commentary with Jason Mann, CIO and Portfolio Manager...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
It’s not unusual for bull markets to have low volatility, but shocks to the system can force many investors to quickly reduce their risk.....
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Can a trend-based approach to managing risk add value?
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
Investors may be surprised to learn that in an inflationary environment their "safe" stocks may hold the most risk....
It’s been about six months since investors have seen a shift like the one currently in the works.....
Sticking to the discipline of buying cheap, rising and stable in the context of some top Canadian stock picks....
Our interview as featured on the cover of Canadian Hedgewatch
Canada is caught in the middle as the performance of the U.S. economy decouples from other parts of the world.....
Jason Mann, portfolio manager at Toronto-based EdgeHill Partners, believes stocks are in the late-cycle phase of the market.....
Our interview as featured in ScotiaBank's Prime Services Newsletter
Jason Mann, portfolio manager at Toronto-based EdgeHill Partners, prides himself on being able to adjust the EHP Advantage Fund quickly depending on market conditions....