Digital Roadshow: Returns without borders

A Canadian equity portfolio that doesn’t hold any banks? You read that correctly. Sam Baldwin, Senior Portfolio Manager, joins us to discuss Guardian Canadian Focused Equity Fund, the top performing mandate in the Canadian Equity category so far YTD*. Sam will discuss how he and the team go about building this high-conviction portfolio of quality-growth stocks and why he tends to avoid the banks, particularly in today’s environment.

Apart from a few select stocks, the last decade has largely been a lost cause for international equity investors, despite numerous periods of strong inflows into this equity class. Plain and simple, investors who have chosen to keep their equity allocations in North America have been compensated with stronger returns than international developed markets. That might finally be changing. Join Andrew Cox, Senior Portfolio Manager at Guardian Capital LP as he identifies compelling opportunities in international equities, and how his strategy aims to reduce the risk of investing overseas by focusing on stocks with strong fundamental drivers of growth.

Many ETFs and mutual funds that use covered calls promote very high income yields, but are these yields reasonable or even sustainable? Join Dino Bourdos, CFA, CIM, Portfolio Manager, Head of Investment Solutions, at Guardian Capital LP as he discusses his use of options in practical portfolio management and how investors can evaluate the effectiveness of a covered call strategy. With nearly 30 years of experience managing derivatives and options-focused strategies for some of the largest financial institutions in Canada, this presentation will tap into Dino’s vast experience to explore the pros and cons of call writing and potential red flags investors should be aware of.

While the expanding use of generative artificial intelligence (AI) has captured the public’s imagination of late, using AI in portfolio management is not an entirely new phenomenon. The i³ Investments™ portfolio management team at Guardian Capital LP has used AI and machine learning as a tool in equity selection for the better part of the last decade. Srikanth Iyer, Managing Director, Head of I³ Investments™, will illustrate how his team has integrated AI into their portfolio management system, its potential to detect areas for enhancing returns, particularly in identifying key earnings and dividend trends, while outlining the continued need for human oversight and discretion in its usage.

Will the possibility of investing while interest rates are high and earnings are lower change how you look at global equities? GuardCap Asset Management’s** approach will not. Join Michael Hughes, GuardCap Senior Vice President & Client Portfolio Manager, for an update on the global equity portfolios sub-advised by GuardCap, and how their long-term focus on equity selection seeks to cut out the noise in markets and focus on what really matters: finding stocks that provide long-term wealth creation regardless of market conditions.