“I predict the energy, healthcare, financials and industrials, will embody the next sectors' leadership cohort.” — David Fingold
The iAIM Fund Management and Oversight Team profiles the Global Dividend (Dynamic) Fund for the year 2022 and summarizes David Fingold's vision.
Key Takeaways:
- David Fingold believes the S&P 500 is headed back to market highs.
- Decreased cash allocation from ~30% to ~14%, investing in the leadership cohort sectors
- Concentrated portfolio of 25 holdings (as of Oct. 31st)
- Usually over 90% active share vs. its benchmark
- Very active portfolio manager
David Fingold
Vice-President and Portfolio Manager, Dynamic Funds
