News
News
EHP Q4 2023 Quarterly Commentary
EHP Funds Publication
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
EHP Q3 2023 Quarterly Commentary
EHP Funds Publication
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".
EHP Q2 2023 Quarterly Commentary
EHP Funds Publication
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.EHP Funds Q1 2023 Commentary
EHP Funds Publication
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...Cautiously optimistic as inflation peaks...
BNN Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...EHP Funds Q4 2022 Commentary
EHP Funds Publication
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.EHP Funds Q3 2022 Commentary
EHP Funds Publication
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.The Fed drops the hammer again...
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
EHP Funds Q2 2022 Commentary
EHP Funds Publication
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...From transitory to troubling - how to play the inflation regime...
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...EHP Q1 2022 Quarterly Commentary
EHP Funds Publication
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.EHP Q4 2021 Quarterly Commentary
EHP Funds Publication
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.
The Fed turns its focus to inflation and growth stocks take notice...
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...EHP Funds Q3 2021 Commentary
EHP Funds Publication
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...
Sticking with quality cyclicals as stagflation becomes a risk...
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...EHP Funds Q2 2021 Commentary
EHP Funds Publication
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...
Time to rotate from deep value to high quality...
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
EHP Funds Q1 2021 Commentary
EHP Funds Publication
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...EHP Funds Q4 2020 Commentary
EHP Funds Publication
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...
Rotation from growth to value on deck
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...EHP Funds Q3 2020 Commentary
EHP Funds Publication
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...A stimulus-led rally that has legs
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...EHP Funds Q2 2020 Commentary
EHP Funds Publication
In our Q2 Fund Commentary we discuss the causes of the largest quarterly rally in decades, and the possibilities for what comes next...An unexpected bull market emerging from the panic
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
EHP Funds Q1 2020 Commentary
EHP Funds Publication
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...Batten down the hatches, moving to the sidelines
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
An expensive market, but still value to be found
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
EHP Funds Q4 2019 Commentary
EHP Funds Publication
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...2016 redux: get positioned for a cyclical rally
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...EHP Funds Q3 2019 Commentary
EHP Funds Publication
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.The Case for Liquid Alts - Our One Year Report Card
EHP Funds Publication
It's been a year since we launched our liquid alternative mutual funds. See how we've done...EHP Funds Announces Name Changes for Funds
Press Release
EHP Funds announces name changes for the following funds...
Expensive defensives amid late cycle warnings
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...
A rally shifting towards cyclical value
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...Gearing up risk after the storm...
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...EHP Funds Business Update
Press Release
EHP Funds is pleased to provide a business update with respect to its liquid alternative funds...
Playing defence as global growth slows
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...Growth stocks looking more and more dangerous...
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...EHP Funds launches first family of "Liquid Alts" in Canada...
Press Release
EHP Funds is pleased to announce the launch of the first family of prospectus-offered “Liquid Alt” alternative mutual funds in Canada...
Late cycle, but perhaps not end of cycle...
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...Volatility bomb puts passive investing to the test - beware expensive stocks
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...Market entering the euphoria stage in 2018
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...Warning signs starting to pile up, market in some ways is "1999-lite"
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...Be wary of high-priced growth stocks
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...Time to revisit quality value stocks
Financial Post, by Jonathan Ratner
The so-called Trump trade that provided a big lift to value and cyclically oriented equities has lost some steam...
Value trade still has legs with market in late-cycle
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...Cyclical value to lead the way
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...Increasing volatility moves manager to sidelines
Financial Post, by Jonathan Ratner
The threat of rate increases and a rising US dollar suggests best bets are in financials, industrials, discretionary...The risks of "Taper Tantrum 2.0"
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...RealVision TV Interview with Jason Mann
RealVision TV
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]
Markets at a crossroads
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...Steady as she goes for markets
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...Canadian banks poised to move higher
Bloomberg TV
Market commentary with Jason Mann, CIO and Portfolio Manager...Gearing up for a rally
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...Beaten up stocks offering an entry point
Financial Post, by Jonathan Ratner
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.....A cyclical trough in Canadian equities
BNN - Market Call
Market commentary, top picks and viewer questions answered with Jason Mann, CIO and Portfolio Manager...Cyclical reversion is the "trade of year"
Bloomberg TV
Market commentary with Jason Mann, CIO and Portfolio Manager...