An independent investment management firm focused solely on creating portfolios of high-quality assets customized to our clients. Email: info@rocklinc.com
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…
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.
Canada's inflation came in at 3.1%.
@JonathanWellum on The Marc Patrone Show: "If people are looking at prices of cars, price of insurance, prices of food, taxes, so on, they're going up at a much faster rate than 3%." 🧵
ALT Worth Investing with Jonathan Wellum: The Real Cost of Living in Canada. ROCKLINC.
Next pressure point: mortgage renewals. Many Canadians who locked in near 2% during the pandemic renew in 2027 at closer to 4.5–5%.
And the talent and capital that could help are heading south. As Jonathan puts it, "the money's actually leaving the country."
Full episode: youtube.com/watch?v=rycdgaF4…
Get The Principled Investor: rocklinc.com/principledinves…
Not financial advice. Please see rocklinc.com.
Altius went public in 1997 at under $1M. It's now worth $3.5B+.
@JonathanWellum on why we own it:
youtube.com/watch?v=mjz5giR3…
ROCKLINC and/or RKLC may hold positions in securities discussed. Not financial advice. Past performance does not guarantee future results.
Why are so many of Canada's best and brightest moving to the U.S.?
@JonathanWellum on The Marc Patrone Show: "While our prime minister's running around with his elbows up, the money's actually leaving the country."
Full episode: youtu.be/rycdgaF4Zf4
ALT Worth Investing with Jonathan Wellum: The real cost of living in Canada. ROCKLINC.
ROCKLINC Investment Partners retweeted
CEO Brian Dalton sat down with @JonathanWellum , Founder, President and CEO of @RocklincIP, for a conversation on the Altius Minerals business covering the company's origins, its royalty model, cornerstone assets, and long-term outlook for shareholders.
YT: youtube.com/watch?v=mjz5giR3…
$ALS.TO #AltiusMinerals #Royalty #Royalties #Mining #Portfolio
"I was meant to be a fisherman." Instead, Brian Dalton co-founded @AltiusMinerals and built one of Canada's most disciplined royalty companies. New Inside the Portfolio with @JonathanWellum. youtu.be/mjz5giR3acQ
ALT Inside the Portfolio: Jonathan Wellum sits down with Altius Minerals CEO Brian Dalton
"We get the benefits of the price, but we don't pay the price. We're not marginal. We're top line."
That one line explains the whole royalty model.
ROCKLINC and/or RKLC may hold positions in securities discussed. Not financial advice. Please see rocklinc.com.
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Bringing more people into Canada doesn't automatically make Canada more productive.
@JonathanWellum: "Just to trickle people into your country, it doesn't increase your production and GDP at all." 🧵
What builds prosperity: people with the skills, the capital and the wherewithal to invest — brought in at a rate the country can absorb.
Canada has added a lot of people in recent years. GDP per capita has gone down, not up.
More principled thinking on the Canadian economy → The Principled Investor: rocklinc.com/principledinves…
Not financial advice. Please see rocklinc.com.