{"id":9599,"date":"2025-03-20T15:55:33","date_gmt":"2025-03-20T19:55:33","guid":{"rendered":"https:\/\/www.guardiancapital.com/investmentsolutions\/?post_type=insight&#038;p=9599"},"modified":"2025-03-21T10:52:00","modified_gmt":"2025-03-21T14:52:00","slug":"beating-canadian-equities-without-the-big-banks","status":"publish","type":"insight","link":"https:\/\/www.guardiancapital.com/investmentsolutions\/insights\/beating-canadian-equities-without-the-big-banks\/","title":{"rendered":"Video: Beating Canadian equities without the big banks"},"content":{"rendered":"<p>The Canadian equity market is dominated by a few large sectors, most notably Energy and Financials, and investors can be faced with difficulty when it comes to finding a truly differentiated and diversified Canadian portfolio to invest in.<\/p>\n<p>Often, when those larger sectors are underperforming it can paint the entire Canadian equity market with one brush. There are lot of great Canadian stocks to be found outside these big sectors.<\/p>\n<p>Guardian Canadian Focused Equity Fund aims to invest differently in Canadian equities. In this video Sam Baldwin, Senior Portfolio Manager of Guardian Capital LP, outlines how the Fund aims to build a high-conviction portfolio of Canadian stocks that often looks very different than the broader Canadian universe.<\/p>\n<div style=\"padding: 56.25% 0 0 0; position: relative;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" title=\"Beating Canadian equities without the big banks\" src=\"https:\/\/player.vimeo.com\/video\/1065225092?h=395fdbe065&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\"><\/iframe><\/div>\n<p><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script><br \/>\n<a href=\"\/wp-content\/uploads\/2025\/03\/GCFE-Transcript.pdf\">Click here to read the video transcript<\/a><\/p>\n<style>table{font-size: .7em; line-height: 1.2em;border-spacing: 0;}td{padding: 1em;}th, td{border: 1px solid #bababa;padding: 0.6em 1em;}<\/style>\n","protected":false},"excerpt":{"rendered":"<p>Major disruption is happening in the Artificial Intelligence (AI) landscape this week, with the widespread acknowledgment of DeepSeek as both a big rival to competitors like OpenAI, Meta, and Alphabet and an improved AI technology structure through its DeepSeek-R1 model that has brought into focus the commoditization of Large Language Models (LLMs) and future of AI Capital Expenditure (CapEx). <\/p>\n","protected":false},"comment_status":"closed","ping_status":"closed","template":"","insight_tags":[155],"class_list":["post-9599","insight","type-insight","status-publish","hentry","insight_category-insights","insight_tags-market-insights"],"acf":[],"lang":"en","translations":{"en":9599},"pll_sync_post":[],"_links":{"self":[{"href":"https:\/\/www.guardiancapital.com/investmentsolutions\/wp-json\/wp\/v2\/insight\/9599","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.guardiancapital.com/investmentsolutions\/wp-json\/wp\/v2\/insight"}],"about":[{"href":"https:\/\/www.guardiancapital.com/investmentsolutions\/wp-json\/wp\/v2\/types\/insight"}],"replies":[{"embeddable":true,"href":"https:\/\/www.guardiancapital.com/investmentsolutions\/wp-json\/wp\/v2\/comments?post=9599"}],"wp:attachment":[{"href":"https:\/\/www.guardiancapital.com/investmentsolutions\/wp-json\/wp\/v2\/media?parent=9599"}],"wp:term":[{"taxonomy":"insight_tags","embeddable":true,"href":"https:\/\/www.guardiancapital.com/investmentsolutions\/wp-json\/wp\/v2\/insight_tags?post=9599"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}