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Portfolio Manager Margaret Vitrano recaps Strategy performance and positioning since Liberation Day, highlighting active moves to improve relative results.
Ambitious capital spending on generative AI projects by hyperscalers, which we view as a once-in-a-decade cycle, represents a meaningful tailwind for technology infrastructure providers supplying the picks and shovels to run large language models.
International Growth ADR 3Q25:We meaningfully repositioned our bank exposure, adding three new positions while closing out of two others, highlighting an energetic period of activity.
Dividend Strategy 3Q25: Amid complacency in the face of historically high valuations, we continue to emphasize companies committed to meaningful dividend growth trading at more modest valuations.
Small Cap 3Q25: The dominance of speculative winners and the narrowness of leadership made it difficult for fundamental strategies to keep pace.
Canadian Equity Strategy 3Q25: The Strategy delivered solid returns but underperformed the benchmark due to an underweight to strong-performing gold stocks and general weakness in materials and energy.
Global Value Improvers 3Q25: Global equities advanced on tariff clarity and easing policy uncertainty, while the Strategy maintained its focus on undervalued companies with structural growth drivers.
Large Cap Growth ESG 3Q25:While acknowledging both the euphoria among so-called winners and gloom around so-called losers, we are not chasing momentum but adding new AI-indexed growth ideas in a disciplined way.
Appreciation ESG 3Q25: The backdrop for stocks remains constructive, although speculative risks are building alongside untenable valuations.
Select Strategy 3Q25: Diversified contributions across defensive consumer staples, disruptors in communication services and IT as well as more cyclical industrials holdings drove Strategy outperformance.
