This is where you can find our most recent writing on companies, markets, and investing.

Feature: BQE Water
Robert Gignac Robert Gignac

Feature: BQE Water

BQE Water is a hidden gem in the mining industry, as a specialist in water treatment in mining and metallurgical processing globally.

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Feature: Mattr Infrastructure Technologies
Robert Gignac Robert Gignac

Feature: Mattr Infrastructure Technologies

Mattr is a materials technology company that has transformed from a highly cyclical business to one that is more stable and poised to grow in both its composites business and it connection technologies business.

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Feature: Sylogist
Robert Gignac Robert Gignac

Feature: Sylogist

Sylogist provides mission critical software-as-a-service (SaaS) solutions to over 2,000 customers worldwide focusing on the non-for-profit, government and education markets. We see both a turnaround story and a compelling multi-year growth opportunity.

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Feature: Foraco International
Robert Gignac Robert Gignac

Feature: Foraco International

Foraco International is an off-the-radar and under-appreciated new addition to the portfolio. We see an opportunity for both growth and value realization over the coming years.

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