Professional Investment Management Services

Global Equity Growth

Income Growth Fund

Separately Managed Accounts

Media

Q4 2025 RBC POOLED FUND SURVEY: Consistent Top-Tier Performance

In the Q4 2025 RBC Pooled Fund Survey, both Murray Wealth Group pooled strategies continued to demonstrate consistent performance relative to peers. The MWG Global Equity Growth Fund maintained its position within the top decile across all measured time horizons, with 1st percentile rankings over the 2-, 3-, and 5-year periods and a 2nd percentile […]

Read

Market Insights

Lululemon’s Next Chapter: Why the Brand Still Has a Path Back to Growth

Jamie Murray, CFA, President For more than a decade, Lululemon was one of the strongest growth stories in global retail. From its 2007 IPO through 2024, the company transformed from a niche yoga apparel brand into a global athleisure powerhouse. Its share price increased more than tenfold as the company expanded aggressively across North America […]

Read

Portfolio Updates

APRIL 2026 PORTFOLIO UPDATE: Seasonal Investing Trends & Market Outlook

Should I Stay or Should I Go Now? “Sell in May and go away” is one of the market’s most enduring pieces of conventional wisdom. The idea suggests investors should reduce equity exposure during the summer months because market returns have historically been stronger from November through April. Academic research around the sell in May […]

Read