Hemisphere Capital Management Inc.

08/24/2026

🎙️ New Podcast Episode

Episode 19: Honeywell Aerospace

We explore Honeywell Aerospace as a newly public, standalone company following its recent spin-off from Honeywell International.

We discuss the markets it serves, the competitive advantages that define the business, and what makes the aerospace industry so compelling for long-term investors.

🎧 Listen to Episode 19 now

Welcome to Episode 19 of the Know What You Own Podcast. On today's episode, we discuss the business of Honeywell Aerospace as a newly public, standalone company following its recent spin-off, the markets it serves, and what makes the aerospace industry so compelling.

07/08/2026

🎙️ New Podcast Episode

Episode 18: FactSet Research Systems

We explore the business of FactSet Research Systems and how artificial intelligence is reshaping the markets it serves.

We discuss FactSet's competitive position, the value of its data and workflow solutions, and how AI is creating both opportunities and challenges for the business going forward.

🎧 Listen to Episode 18 now

Welcome to Episode 18 of the Know What You Own Podcast. On today's episode, we explore the business of FactSet Research Systems and how artificial intelligence is influencing the landscape it operates in.

06/01/2026

🎙️ New Podcast Episode

Episode 16: Takeaways from Q1 2026 Earnings

We dive into the Q1 2026 earnings results from Canadian National Railway (CNR), Canadian Pacific Kansas City (CP), and The Walt Disney Company (DIS).

We discuss what stood out in the results, the key trends shaping each business, and what to watch going forward.

🎧 Listen to Episode 16 now

Welcome to Episode 16 of the Know What You Own Podcast. On today's episode, we dive into the takeaways from the start of Q1 earnings for CNR, CP, and DIS.

04/16/2026

🎙️ New Podcast Episode

Episode 15: Genuine Parts Co. – Under the Hood of NAPA

We review Genuine Parts Company, including the planned spinoff of its industrial business, Motion, and take a closer look at its core automotive segment, NAPA Auto Parts.

We explore how the spinoff could reshape the business, what drives the strength of NAPA’s distribution network, and what it all may mean for long-term strategy and valuation.

🎧 Listen to Episode 15 now

Welcome to Episode 15 of the Know What You Own Podcast. On today's episode, we review Genuine Parts Company and the planned spinoff of its industrial distribution business, Motion.

02/05/2026

🎙️ New Podcast Episode Alert
Episode 12 – Early Takeaways from Q4 Earnings

We’re excited to release Episode 12 of the Know What You Own Podcast.
In this episode, we break down early takeaways from the start of Q4 earnings and discuss what the initial results may be signalling about business fundamentals and expectations going forward.

We also cover:
• What’s stood out so far this earnings season
• How companies are navigating the current environment

🎧 Listen to Episode 12 now

Welcome to Episode 12 of the Know What You Own Podcast. On today's episode, we dive into the takeaways from the start of 2025 Q4 earnings. We talk about CPKC Rail, CN Rail, Honeywell, Lockheed Martin and Verizon.

01/14/2026

🎙️ New Podcast Episode
Episode 11: Copart - The Business of Auto Salvage

We delve into the business of online auto auctions and vehicle remarketing, exploring what drives Copart’s unique competitive advantages.

🎧Listen Now:

Welcome to Episode 11 of the Know What You Own Podcast. On today's episode, we delve into the business of online auto auctions and vehicle remarketing, exploring what drives Copart's unique competitive advantages.

12/19/2025

🎙️ New Podcast Episode Alert
Episode 10 – Our Research Process

We’re excited to release Episode 10 of the Know What You Own Podcast with Hemisphere Capital Management.

In this episode, we go behind the scenes of our investment research process and explain how we evaluate businesses before capital is ever deployed. We walk through the qualitative and quantitative factors that guide our decision-making and help us assess long-term business quality.

We break down:
• What we look for in high-quality businesses
• The qualitative factors that matter most
• The quantitative metrics we focus on
• How we think about risk, durability, and long-term value creation

🎧 Listen to Episode 10 now

Welcome to Episode 10 of the Know What You Own Podcast. On today's episode, we discuss the research process at Hemisphere Capital Management by examining what we look for in businesses and the qualitative and quantitative factors that guide our decision-making.

12/08/2025

Did You Turn 71 This Year?
Learn the rules behind your RRIF.

If you turned 71 in 2025, you’ll need to collapse your RRSP by December 31 - most often by opening a RRIF (Registered Retirement Income Fund). Converting sooner rather than later ensures everything is processed on time and there are no unexpected surprises.

The good news: you don’t have to withdraw anything in the year you open your RRIF. Mandatory withdrawals begin the following year, and you can even delay them to the end of that year.

Taking time to understand RRIF rules - withdrawal timing, withholding options, and required minimums - can help you manage taxes, maintain benefits, and avoid surprises.

Learn more about RRIFs:
https://hemisphere.ca/resource/rrsp-to-rrif/

12/01/2025

🎙️New Podcast Episode Alert
Episode 9 - The Honeywell Split

We’re excited to release Episode 9 of the Know What You Own Podcast with Hemisphere Capital Management.

In this episode, we take a deep look at Honeywell International — one of the world’s leading industrial conglomerates spanning aerospace, building technologies, industrial automation and advanced materials.

We break down:
• Why Honeywell is splitting into three standalone businesses
• The strategic pressures and long-term challenges behind the move
• What investors should understand about the new business units
• How this compares to similar breakups (like the GE split)
• What it could mean for shareholders going forward

🎧 Listen to Episode 9 now

Welcome to Episode 9 of the Know What You Own Podcast. On today's episode, we explore Honeywell International, the industrial conglomerate and global leader in aerospace, building technologies, and industrial automation, and examine the strategic rationale for its decision to split into three standa...

07/29/2025

We have recently been asked: What is the difference between Time Weighted and Money Weighted returns — and which one really tells the full story?

Time Weighted Return (TWRR) shows how well your investments performed, isolating the portfolio manager’s skill by removing the impact of your deposits and withdrawals.

Money Weighted Return (MWRR), on the other hand, reflects your personal experience — how your portfolio actually grew based on when you added or withdrew funds.

Whether you are evaluating your own portfolio or comparing advisors, knowing the difference is important.

Learn more: https://hemisphere.ca/resource/twrr-vs-mwrr/