Faircourt Asset Management: Your Path to Prosperity

Recalling the Rolling Stones Gimme Shelter lyrics "A storm is threatening". Investors may be looking for shelter from economic uncertainty, fears of recession and geopolitical risks in 2023. Doug Waterson, our Lead Portfolio Manager, managing Faircourt Gold Income Corp since 2007 shares his thoughts with you in our 5th Podcast of the Season.

As we progress in 2023, have you considered the value of the investment advice you have been receiving. We would like to help. In our latest episode, we outline our macro view along with some helpful tips to re-position your investment portfolio.

In part two of "tax loss selling" we discuss where to deploy capital given the changing macro economic environment. What worked in 2020-21 is different from what will work in 2023. Have a listen.

The Faircourt Team discusses the benefits of Tax Loss Selling. As part of our discussion we look at what to do with the proceeds given that we are in a very different interest rate environment and a slowing economy.

Season 2 kicks off with a discussion of Growth Equity, that segment of Private Equity 3 yrs prior to a company going public. There is significant upside, and now with 2022 equity market adjustments, great opportunities for a "down round" where additional provisions flow to investors.

In our latest podcast, our Lead Portfolio Manager Doug Waterson and I explore precious metals, how our Fund, Faircourt Gold Income Corp performed in 2020 and what we see in 2021. We also feature a few companies in our portfolio that look to do well in 21 even with a range bound gold environment.

In our latest podcast, our lead Portfolio Manager for North American Equities Christopher Panagopoulos joins me to discuss key themes from 2020 and what he sees in 2021. The best way to introduce our approach is through a Warren Buffet quote…"Beware the investment activity that produces applause; the great moves are usually greeted by yawns.”

The results of the Georgia Senate Run-Off have significant implications for US Cannabis and Multi-State Operators (MSO's). In our first podcast of the new year, we discuss implications for another strong year in US Cannabis.

We received a lot of positive feedback from our recent US Cannabis focused podcast. We appreciate your comments and emails. 

We have been asked to discuss our views on the Cdn Cannabis Market, a very different market from what is developing in the US.

In this podcast we go over the good and the bad, where federal legislation in Canada has enabled some companies while putting others in challenging financial conditions.

In this segment, we try to “weed out the good from the bad!”

As always, we love the feedback.

Investing in Cannabis for over 3 years, our team is the Portfolio Advisor to the Ninepoint Alternative Health Fund, launched in March 2017, Canada’s first cannabis focused mutual fund.

On our latest podcast we outline our positioning with respect to US Cannabis companies (Multi-State Operators-MSO’s). We continue to see outperformance in the US relative to Canada. We highlight Green Thumb Industries (GTII); Trulieve Cannabis Corp. (TRUL) and Curaleaf Holdings Inc. (CURA)