Stephen Groff's blog
We live in a highly dynamic world where technological forces only continue to accelerate the rate of change. This has important implications for both society at large as well as how we analyze and select investments for our clients. While it is nice to discuss examples of businesses where we spotted an important inflection point and everything worked out exactly as we hoped, today we will do the opposite and review a recent case where industry drivers have changed (and gone against us).
In this edition of the bi-weekly blog, I am joined by Authi Seevaratnam, our energy analyst, who brings a unique perspective to an important sector to Canadians.
I’m glad you got a look into his process for making sure we are managing downside risks in the oil and gas space, while keeping an eye out for the right opportunities.
Have a great weekend.