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Portfolio Updates

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The Long-Term View on Chemtrade Logistics Income Fund

August 8, 2025
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Why we bought Hammond Power Solutions

August 6, 2025
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Why we bought PHX Energy Services

July 29, 2025
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Canada’s Gas Superstar: Why we bought Tourmaline Oil Corp.

July 24, 2025
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MWG Focus Stock: Kingfisher PLC: An update with Kingfisher

July 11, 2025
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Thoughts on the Market: June Edition

July 9, 2025
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Thoughts on the Market: May Edition

June 9, 2025
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Thoughts on the Market: April Edition

May 9, 2025
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Thoughts on the Market: March Edition

April 17, 2025
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Thoughts on the Market: February Edition

March 11, 2025
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Thoughts on the Market: January Edition

February 12, 2025
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December Portfolio Update | 2024

January 16, 2025
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