Not every investment decision pans out and, like everyone, we’ve made mistakes in the past. The difference with Qube is that we embrace those mistakes and extrapolate on why we made the decisions we did. Qube not only reflects on the dogs in the portfolio, but lays out the best practices of our deliberation process.

Read more about Qube’s investing philosophy, along with provincial tax disparities and the moral boundaries on tax planning, in this edition of our Commentary.

Envision your fantasy sports team. Now, you might be tempted to draft players who are on a hot streak. And we’ll admit, there is a certain appeal to being part of the fervour. But it would be a shame to miss out on the less-lauded players who have a reliable history of good performance.

Why do we restrict the Kaleo portfolios to a limited number of companies? Well, it’s our belief that a focus on quality rather than quantity will lead us to better returns for our clients. Explore our perspective with this latest edition of our Semi-Annual Commentary.

All these years, Qube’s Owner and Portfolio Manager, Ian, has harboured a pretty intense secret. Using Meta as a case study, he reveals why market gossip, though entertaining, can limit investing success. Uncover the truth!

Often, we find ourselves in conversations (some lasting nearly two decades) about this housing bubble in Canada. But if we all believe there is a bubble, and that it will inevitably pop, then why do people keep buying into real estate? Surely our belief in this bubble creates a self-fulfilling prophecy. By trying to exit before the crash, we become the crash, like lemmings to a cliff.

If rolling dice is gambling, can we argue that using relative ratios (like P/E) to determine our investment decisions is the same? Let us usher in 2022 with the goal of proving that there is more to investing than luck and hocus-pocus. It is truly a craft, masoned by a small group of professionals- including us at Qube.