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The INVESTING OASIS
Economic & Market Commentary
With data overload and fake news abounding, access to more information rarely leads to better decisions. The Investing Oasis E & M Commentary cuts through the noise, delivering a clear perspective on the macro trends underlying the investing landscape and how the OGF is positioned for the road ahead. Before making that next investment decision, consider signing-up for this commentary as a Capital Markets GPS. After all, it is complimentary.
Q2 2025
ECONOMIC & MARKET COMMENTARY
What's in this Edition?
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Bottom Line – The Oasis Growth Fund is #1
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Constitutional Upheaval vs the Capital Markets
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Market Outlook - Good news, the rarely seen ZMB Indicator
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Secrets at the Oasis
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Bottom Line
The 2nd quarter of 2025 marked a gain of +12.7% for the Oasis Growth Fund (OGF). And what is better than being Top Quartile (top 25% of your peers)? Being #1, of course! The OGF is the top performing North American equity hedge fund in Canada over the last 2 and 3 years at average annual returns of 22.75% and 24.25%, respectively (Table 1). The OGF performance consistency is founded on owning quality, visionary businesses and deploys 3 additional tiers of methodology to augment and defend these results. ​ ​
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