Episode #51: Inflation vs Productivity

Episode #51: Inflation vs Productivity

Stephen Johnston of Omnigence, a private equity firm investing in the construction sector, has a stark warning. He sees a real risk of long-term stagflation (inflation coupled with low productivity and high unemployment) in our present conditions and government policies. His white paper lays out the broad details, but he joins The Hammer to talk about the […]
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Finding Growth Opportunities in Canada’s High Inflation, Low Growth Economy

Finding Growth Opportunities in Canada’s High Inflation, Low Growth Economy

By Stephen Johnston As Canada confronts the dual challenges of high inflation and low growth, the specter of stagflation looms large. Stagflation, which refers to below-trend economic growth combined with above-trend inflation, erodes real GDP per capita and poses significant challenges for investors. Read more.
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Private Equity Manager from Omnigence Talks about GDP, Inflation and how to Invest in this Economy

Private Equity Manager from Omnigence Talks about GDP, Inflation and how to Invest in this Economy

November 5, 2024 (Investorideas.com Newswire) Investorideas.com, a global news source and expert investing resource issues a podcast interview with host Dawn Van Zant talking to Stephen Johnston, a private equity manager and director of Omnigence, about Canada’s weakening GDP, inflation, what Canada needs to do to invite capital and investment back into the country and how anyone […]
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Implementing Lean or Six Sigma Methodologies

Implementing Lean or Six Sigma Methodologies

Post-acquisition value creation is a critical component of the private equity (PE) investment process. While acquiring an SME at an attractive price is essential, it is what happens after the acquisition that often determines the success of the investment. Private equity investors employ various strategies to enhance the value of their portfolio companies, ultimately leading […]
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Private Equity Secondaries/Continuations

Private Equity Secondaries/Continuations

The secondary market for private equity has matured considerably in recent years. It is predicted to grow annually by 20%+ due to increased institutional participation positioning it as a critical asset class for diversified portfolios. Primarily this is due to liquidity needs and portfolio rebalancing by institutional investors. This evolution has significant implications for fund […]
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Farmland as a Portfolio Enhancer

Farmland as a Portfolio Enhancer

Canadian farmland is an embryonic asset class, and many investors are unfamiliar with its core characteristics. As the manager of the Veripath Farmland Fund, I have seen firsthand how useful this asset can be to investors. Full article.
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Investments in Canadian Farmland

Investments in Canadian Farmland

By Harry Siemens, The AgriPost Stephen Johnston, director of Veripath Farmland Funds (VFF), shared insights on farmland investments, explaining that the Veripath management team has invested in farmland since 20077. Full article
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‘Obvious solution’ to Canada’s economic problems is to exploit ‘massive resource endowment’: financial expert

‘Obvious solution’ to Canada’s economic problems is to exploit ‘massive resource endowment’: financial expert

The “obvious solution” to Canada’s economic problems is to exploit the country’s “massive resource endowment,” a financial expert has said. But as things stand, Canada is “definitely against the development of natural resources.” Stephen Johnson, the director of Omnigence Asset Management in Calgary, said Canada has suffered from “monumentally bad management” over the last three […]
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Global Investing: How to Diversify with an International Portfolio

Global Investing: How to Diversify with an International Portfolio

Stephen Johnston recently discussed international investing with Investing News Network – “How to Diversify with an International Portfolio”…”The oft-stated purpose for foreign capital deployment is to seek higher returns, improve diversification, reduce aggregate return volatility and hedge loss of purchasing power of (the) home currency,” said Stephen Johnston, a private equity manager and director of Omnigence […]
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