An independent investment management firm focused solely on creating portfolios of high-quality assets customized to our clients. Email: [email protected]
Burlington, Ontario
Joined April 2023
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Rocklinc Investment Partners Inc. Announces Rocklinc Principled Equity ETF Listing on the TSX
rocklinc.com/newsroom/rockli…
Economics isn't just for pundits and Wall Street. It's the everyday work of ordinary people under the lordship of Christ.
@JonathanWellum's essay on a biblical foundation for economics is now a 40-min audio reading from @Christ_OverAll 🧵
"Economics that forgets Genesis 1–3 will not merely misprice goods. It will always price people as less than they are."
🎧 christoverall.com/podcasts/5…
📖 christoverall.com/article/lo…
Private property. Sound money. Honest work. Limited government. Voluntary generosity.
For more from Jonathan on stewarding wealth with conviction, join The Principled Investor: rocklinc.com/principledinves…
Not financial advice. Please see rocklinc.com.
AI and chip stocks that ran up a couple hundred percent this year are down 30–40% in a couple of months.
@JonathanWellum on The Marc Patrone Show: trillions went into data centres and chips, and now the market wants to see the profits. 🧵
ALT Worth Investing with Jonathan Wellum: AI Stocks Dump on Uncertainty
When valuations are this high, one missed earnings report hits hard.
Jonathan's answer: fundamentals, real cash flow, and predictable businesses at sensible prices. "You pay a lot for a cheery consensus in our business."
Full episode: youtube.com/watch?v=YpsxiqQr…
Get The Principled Investor: rocklinc.com/principledinves…
Not financial advice. Please see rocklinc.com.
Economics is never a neutral science.
Before it's about markets or money, it's about who made us and who owns the world.
Part 1 of 4 from @JonathanWellum's new essay on a biblical foundation for economics 🧵
ALT Christians and Economics, Part 1 cover: Economics begins with God
ALT Economics is never a neutral science
ALT Psalm 24:1, The earth is the Lord's and the fullness thereof
ALT Made in His image: dignity, responsibility and creativity
Moral character is always the scarce resource.
Nations sitting on oil, cobalt and gold stay poor once honesty and trust collapse. Rich ground, poor people.
"Natural resources do not make a civilization. Moral character and obedience to the norms of creation do."
Read the full essay on Christ Over All: christoverall.com/article/lo…
Get The Principled Investor: rocklinc.com/principledinves…
Not financial advice. Please see rocklinc.com.
ROCKLINC Investment Partners retweeted
“Equality of outcome enforced by coercion is not justice. It is the politics of envy dressed in the language of compassion.”
@JonathanWellum explains why Christians must reject socialism and recover a biblical understanding of economics.
Read the article here: christoverall.com/article/lo…
For the first time since 1933, British Columbia has a Conservative government.
@JonathanWellum on The Marc Patrone Show: early estimates put up to $100 billion of new capital coming into the province over the next five to seven years. 🧵
ALT Worth Investing with Jonathan Wellum: B.C. says bye-bye to Eby's NDP. ROCKLINC.
Why? Property rights. "You're not going to invest in a province if you're not sure who owns the property and who owns the land."
A DRIPA repeal, 120-day project approvals and a plan to double natural gas by 2032 are all on the table.
Full episode: youtube.com/watch?v=wSA_CxIJ…
Get The Principled Investor: rocklinc.com/principledinves…
Not financial advice. Please see rocklinc.com.
Brian Dalton started Altius Minerals in 1997, while still studying geology at Memorial University.
Rick Rule calls him one of the mining industry's best capital allocators. @JonathanWellum agrees. 🧵
"I think that's absolutely the case when you look at his consistent track record in the business."
Full interview on Inside the Portfolio: youtube.com/watch?v=mjz5giR3…
Get The Principled Investor: rocklinc.com/principledinves…
ROCKLINC and/or RKLC may hold positions in securities discussed. Not financial advice. Please see rocklinc.com.
Our Third Quarter Report for 2026 is out.
Faith and economics, Q3 market statistics, the fund and ETF update, a Company Focus on Royalty Pharma, and the ten principles we invest by.
Read it: rocklinc.com/newsroom/third-…
From @JonathanWellum's lead essay, Faith and Economics:
"Moral character is the ultimate scarce resource. Natural endowments do not save a people who have lost honesty, diligence, and the restraints that make contracts hold."
Full essay in the report.
ROCKLINC and/or RKLC may hold positions in securities discussed. Not financial advice. Please see rocklinc.com.
Subscribe to The Principled Investor: rocklinc.com/principledinves…
Waterloo and McGill grads are getting picked off by American companies.
@JonathanWellum: "So, why not? You can make more money, lower taxes, lower regulations."
Full episode: youtube.com/watch?v=rycdgaF4…
Not financial advice. Please see rocklinc.com.