“As compared to year-end 2021, we find there are many interesting investment opportunities in both our Canadian and US mandates, and we believe it is a great time to be an active manager.” — Donny Moss
Key takeaways from his comment:
- Recession worries are intensifying
- Inflation may get worse, but we see areas of improvement
- True to our process, we are trimming winners and adding to names we feel have over-corrected
Donny Moss, CFA
Senior Director, Portfolio Manager, North American Equities, iAIM
