How would you invest a $100 000 portfolio?

Investing $100 000 in equities on a 5 years time horizon. Here is the challenge we presented to four portfolio managers. Keith Farrant mentions at the outset that the usual portfolio composition at Claret contains 50 to 75 securities. The firm uses a bottom up approach based on fundamental analysis. “We do not do macroeconomic analysis, […]

5 Quebec corporations flying under the radar

Many Quebec corporations remain under the radar as they prefer to avoid the spotlight. Little or no analysts offer coverage. This does not deter certain financiers from showing interest in a few of them. Four portfolio managers share their thoughts on the outlook for Logistec, Tecsys, New Look, Velan and Reitmans. Read this French article […]