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The Evans Value Fund
The Evans Value Fund
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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.
March 31, 2021
First Quarter 2021
The substantial shift from popular growth stocks to downtrodden value investments that began in November of last year continued in the first quarter of 2021. Encouraged by accelerating vaccine deployments, investors swiftly turned their attention to so‐called recovery plays, eagerly buying up companies that stand to benefit the most from a return to normalcy.
December 31, 2020
2020 Annual Review
“Unprecedented” is likely the most overused word to describe 2020, but with good reason. There is no better way to describe all that transpired this year. In just the last nine months, we have watched as the world economy experienced a wide‐scale shutdown the likes of which had never been seen before, creating economic and social disruption that was previously thought impossible.
September 30, 2020
Third Quarter 2020
The world’s economies continue to recover following the unprecedented lockdown orders in the spring, and equity markets have broadly regained the losses sustained during the nadir in March.
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