Investment outlook still positive, equity experts say

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Against all odds, North American equity markets extended their upward progression for a sixth year in 2014, with U.S. stocks setting the pace. This, despite a steep late-year fall in oil prices. For a professional perspective on what this might presage for the year ahead on the investment front, Montreal Gazette reporter Paul Delean met recently with three local portfolio managers for a roundtable discussion. Here’s an edited version of that conversation with Cameron Fortin of Formula Growth Ltd., William Kovalchuk of Claret Asset Management Corp. and Bernard Gauthier of Jarislowsky Fraser Ltd.

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  • Claret Asset Management specializes in offering portfolio management services to high net worth clients. We are completely independent and free of conflicts of interest. Claret was founded in 1996 with the objective of answering the growing needs of private investors.

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