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Quarterly Investment Insights – Winter 2026

It is the end of an era: after 60 years at the helm, one of the world’s most closely watched investors has stepped down as CEO. Very few people stay in one role for six decades. For context, the median tenure with a single employer dropped to 3.9 years in the U.S., while the average working life spans roughly 37 years.1 This puts into perspective the remarkable length of Warren Buffett’s leadership of Berkshire Hathaway—nearly twice the span of a typical career. Even if you don’t subscribe to Buffett’s investing philosophy, the scale of his accomplishments is clear. After taking control in 1965, he transformed Berkshire from a struggling textile mill into a multi-national conglomerate holding company, growing its share price from about $19 to roughly $745,000—a cumulative gain of nearly 4,000,000 percent! In 2024, Berkshire became the first U.S. non-tech company to surpass a trillion-dollar market capitalization.

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Quarterly Investment Insights – Fall 2025

Markets rarely linger in equilibrium. The pendulum of sentiment swings between fear and greed, and this year has been no exception. After April’s lows, the S&P surged over 30 percent in just two months, one of the fastest rallies in recent history, while the TSX hit multiple all-time highs.

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