We sat down with three of our top-ranked investment specialists
Discover what drives their security selection process and how they intend to manage their investment mandates. Here’s a brief overview of what we learned:
EdgePoint Wealth Management
Geoff MacDonald and his team take a highly differentiated approach to selecting securities by ensuring the companies he invests in are under-owned and have more upside potential than the largest index names that tend to be overpriced.
Brown Advisory
Karina Funk gets excited by uncovering the best companies that already have a strong foundation and can be resilient in the face of economic adversity. Whether it’s higher interest rates, pandemics, or a war in Europe, Karina and her team look for companies who are structurally stronger than their peers, and who can continue to provide consistent cash flow that can be reinvested into their business or passed on to shareholders.
Mawer Investment Management
Jim Hall looks for businesses that are well-positioned to compound wealth over the long term. He is currently encouraged that the higher cost of capital is causing companies to allocate their resources more effectively. While the process of adjusting to the higher cost of capital can be difficult over the short term, he believes it will provide long-term investors with the opportunity to participate in wealth creation at a reasonable price.
Disclaimers:
The views expressed in this commentary are those of Canada Life Investment Management as at the date of publication and are subject to change without notice. This commentary is presented only as a general source of information and is not intended as a solicitation to buy or sell specific investments, nor is it intended to provide tax or legal advice. Prospective investors should review the offering documents relating to any investment carefully before making an investment decision and should ask their advisor for advice based on their specific circumstances. The content of this material (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.
This material may contain forward-looking information that reflects our or third-party current expectations or forecasts of future events. Forward-looking information is inherently subject to, among other things, risks, uncertainties and assumptions that could cause actual results to differ materially from those expressed herein. These risks, uncertainties and assumptions include, without limitation, general economic, political and market factors, interest and foreign exchange rates, the volatility of equity and capital markets, business competition, technological change, changes in government regulations, changes in tax laws, unexpected judicial or regulatory proceedings and catastrophic events. Please consider these and other factors carefully and not place undue reliance on forward-looking information. The forward-looking information contained herein is current only as ofOctober 3, 2023. There should be no expectation that such information will in all circumstances be updated, supplemented or revised whether as a result of new information, changing circumstances, future events or otherwise. Investment Planning Counsel Inc. is a fully integrated wealth management company. Counsel Portfolios are a family of funds managed by Canada Life Investment Management Ltd., a subsidiary of the Canada Life Assurance Company. Trademarks owned by Investment Planning Counsel Inc. and licensed to its subsidiary corporations. Mutual funds available through IPC Investment Corporation and IPC Securities Corporation.
The content of this video (including facts, views, opinions, recommendations, descriptions of or references to, products or securities) is not to be used or construed as investment advice, as an offer to sell or the solicitation of an offer to buy, or an endorsement, recommendation or sponsorship of any entity or security cited. Although we endeavour to ensure its accuracy and completeness, we assume no responsibility for any reliance upon it.
