We’re in between earnings seasons. So, news flow from recommended Portfolio companies has been relatively sparse compared with a month or so ago. The important thing is what we have seen continues to demonstrate the business resilience of our positions. That makes it considerably easier to be patient as their stocks lag the broader S&P 500 by the widest margin since the recovery rally began in late March.

The primary exceptions to the sector underperformance: Northland Power (TSX: NPI, OTC: NPIFF) and Brookfield Renewable Partners (TSX: BEP-U, NYSE: BEP), which now also trades in C-Corp form as Brookfield Renewable Corp (TSX: BEPC, NYSE: BEPC).