“We see renewed opportunity in mega cap technology companies, which are focusing on streamlining and cost discipline in ways not seen before.” — Maxime Houde, iAIM
Key Takeaways:
- Investor sentiment continued to deteriorate after the release of high inflation numbers
and strong economic data. - We continue to see opportunity in the mega cap technology names.
- We continue to be cautiously optimistic as we move through 2023.
Maxime Houde, CFA
Associate Director and Associate Portfolio Manager,
North American Equities and Thematic Investing
