Insights & News

The Evans Value Fund

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September 30, 2022

Third Quarter 2022

The central banks of much of the developed world continue their most aggressive monetary tightening campaigns since the 1980s, and asset markets everywhere remain profoundly impacted.

June 30, 2022

Second Quarter 2022

During the most recent quarter, the S&P 500 experienced a 20% decline from peak levels and officially entered a bear market. The tech‐heavy NASDAQ index fared even worse and has now fallen 30% since the beginning of the year.

March 31, 2022

First Quarter 2022

Just as the world was finally beginning to move on from the COVID‐19 pandemic, it was hit by the shock of Russia’s invasion of Ukraine in late February. The ensuing violence and tragic humanitarian crisis quickly spurred many of the world’s nations to impose severe sanctions on Russia and its economy.

December 31, 2021

2021 Annual Review

2021 was yet another year that saw surging stock markets. In local currency terms, the S&P 500 and the S&P/TSX Composite returned 29% and 25% respectively. The two indices are now 48% and 24% higher than they were at the end of 2019, before the COVID‐19 pandemic struck, and their underlying earnings have grown at a somewhat slower but still impressive rate of 26% and 21%. In contrast, the EAFE index, containing no U.S. or Canadian stocks,

September 30, 2021

Third Quarter 2021

The strong market rally of 2021 took a breather in the third quarter. All major stock indices ended Q3 relatively flat after a blistering first half of the year that took them to record highs, and price‐ to‐earnings multiples contracted for the first time in 2021 due to flat prices and improving profitability for companies as they emerge from the worst of the COVID‐19 pandemic.

June 30, 2021

Second Quarter 2021

Equity prices across most global markets continued to surge to new highs in the second quarter of 2021. Buoyed by an abundance of liquidity enabled by central banks, as well as optimism about economic recovery as countries begin to emerge from pandemic lockdowns, investors continued to jump back into stocks with abandon.

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