Lightwater Partners Ltd.

Check out Jerome’s article in today’s Globe:

Why this mid-cap money manager seeks out ‘misunderstood’ stocks

Why this mid-cap money manager seeks out ‘misunderstood’ stocks ‘Our funds don’t look anything like the traditional Canadian equity fund,’ says Jerome Hass, partner and portfolio manager at Lightwater Partners in Toronto

Read todays Globe & Mail article for Jerome’s thoughts on Burford Capital:

How third-party funding allowed a tiny newspaper to wage legal warfare against Google and Meta Emerging industry has drawn the attention of investors enticed by the promise of returns disconnected from the market

Check out Jerome’s appearance on BNN today

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Don’t miss Lightwater on BNN discussing Guardian Capital today at 1:20pm EST, (Monday, Jan 16 · 1–1:30 PM)

Watch Jerome Hass on BNN today Thursday, November 24, 2022 discussing his take on investing in banks, cannabis and undergarments:

Scotiabank has been the dog of the financial sector, this is why we are long: Strategist Jerome Hass, portfolio manager at Lightwater Partners, joins BNN Bloomberg for his view on the markets and top investing ideas. Hass says the majority of the TSX sectors are not attractive on a risk /return basis. However, he adds the O&G and Financial sectors remain cheap. He is also finding opport...

Watch Jerome Hass on BNN today Tuesday, October 18, 2022 discussing his take on Canadian inflation and his long and short picks:

The pivot camp is overly optimistic: Lightwater Partners’ Jerome Hass Jerome Hass, portfolio manager at Lightwater Partners, joins BNN Bloomberg to discuss why he believes it will take more than the current path of interest rates to curb inflation. He says it would be very difficult for the economy to get to about 2.2 per cent inflation next year and that it would be....

Watch Jerome Hass’ appearance on BNN today (Wednesday, July 27, 2022), discussing "Shopify being down 80% doesn't make it a good buy”

Shopify being down 80% doesn't make it a good buy: Portfolio manager Jerome Hass, portfolio manager at Lightwater Partners, joins BNN Bloomberg to discuss why even as some investors consider Shopify a bargain amid the recent headwinds the company has faced he does not. Hass says the Canadian tech name has gone from incredibly overvalued to ridiculously overvalued.

Watch Jerome Hass on BNN Wednesday, May 18, 2022, discussing "Bullish on Cineplex as it's a cheap way to have entertainment”

Bullish on Cineplex as it's a cheap way to have entertainment: Strategist Jerome Hass, portfolio manager at Lightwater Partners, joins BNN Bloomberg to discuss why he likes Cineplex as he believes the stock will continue to perform well amid an inflationary environment. He also likes Algoma Steel and dentalcorp. He is bearish on Robinhood.

Investors see opportunity amid turbulence after this steel maker’s return to the public market
Globe and Mail l, December 22, 2021

https://www.theglobeandmail.com/investing/markets/inside-the-market/article-investors-see-opportunity-amid-turbulence-for-algoma-steel/

Watch Jerome Hass on BNN Monday, February 8, 2021 discussing "The Bullish Case for Former TSX Darling Cineplex"

The bullish case for former TSX darling Cineplex Jerome Hass, portfolio manager at Lightwater Partners, joins BNN Bloomberg to discuss why he's bullish on Cineplex.

Recent article from Mugglehead.com

https://www.facebook.com/708969642792402/posts/1065242680498428/

No, cannabis isn't recession proof, analyst says The recent COVID-19-related sales bump won't last as demand for cannabis isn't as inelastic as some think during a recession: Lightwater Partners analyst

Watch Jerome Hass on BNN Market Call

Full episode: Market Call for Wednesday, October 4, 2017 Jerome Hass, portfolio manager at Lightwater Partners, takes viewer questions on Canadian mid-caps.