By Frank Mullen
Published January 20, 2026

 

This last month marked the end of one of our longest-standing credit investments at EdgePoint, when Calfrac Well Services Ltd. called its high yield bond issue and repaid investors before it matured.  We have a long history with the company and as I was looking at a list of our transactions, I thought there were bound to be some lessons that our team could learn from and that at least a few clients would enjoy reading about.

 

Read the rest of the article here: 2025 4th Quarter Commentary