Communications

Mathieu Martin, portfolio manager at Rivemont, presents an update about the Rivemont MicroCap Fund for the month of April 2022 as well as his outlook and some highlights.

2022 got off to a tumultuous start, to say the least. With inflation reaching multi-decade highs, central banks raising interest rates to fight that inflation, global supply chain disruptions, the war in Ukraine and more, we were in an environment conducive to volatility in the stock market.

Mathieu Martin, portfolio manager at Rivemont, presents an update about the Rivemont MicroCap Fund for the month of March 2022 as well as his outlook and some highlights.

Mathieu Martin, portfolio manager at Rivemont, presents an update about the Rivemont MicroCap Fund for the month of February 2022 as well as his outlook and some highlights.   

Mathieu Martin, portfolio manager of the Rivemont MicroCap Fund, presents the performance for the month of January 2022 as well as our outlook and some highlights.    

The new year has prompted us to share some of the favorite stocks we currently hold in the Rivemont MicroCap Fund portfolio.

We will start this letter with good news about our team at Rivemont. In December, we were pleased to announce the appointment of Mathieu Martin, who was the senior analyst for the Rivemont MicroCap Fund, as its new portfolio manager.

To compare our performance during the third quarter (July 1st to September 30th, 2021), we use the S&P/TSX Small Cap Index as our benchmark. This index reflects the small cap market performance in Canada. To get an overview of the US market performance, we refer to the LD Micro Index.