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Brandon Snow's picture
Submitted by Brandon Snow on

There are always opportunities in any market, and lots in the Canadian market today. The two major sectors in Canada, commodities and financials are challenged right now, but there is still good value opportunities and great value creating companies to be found. Look at our top 10 holdings and you will see names like Couche Tard, Groupe CGI and Brookfield Asset Management. All these companies are world leaders, but considered Canadian, and trade at attractive multiples because I believe they are overlooked in Canada. Even domestically focused stories like Intact Financial, Dollarama and Weston/Loblaws offer compelling value. On the small-cap side there are even more opportunities. So no, we don't feel at all constrained by our ability to go only up to 49% foreign content in our Canadian funds.

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