The pandemic response – Lessons learned in the stock market
Many investors are analyzing which sectors will win or lose in a post-COVID world. Vice President and Senior Portfolio Manager, Gil Lamothe believes that the economic effects of the global response to COVID-19 are less sector specific than what might be expected from a traditional-style recession. In his view, the success of a portfolio is based more on taking a bottom-up approach. To be sure, one must have a strong understanding of the macro environment, however, investment decisions have greater success when based on long-term analysis of individual companies. Gil’s presentation will focus on the Canadian investment landscape, and is informed by nearly three decades of experience observing and managing Canadian Equity portfolios.