Long-term investing in value stocks has produced better returns than investing in growth stocks, historically. However, in recent years, this has not been the case. Does that mean value investing no longer works?
Zubaida Mirza, Foyston’s senior research analyst covering the energy sector, explains why she believes her sector will continue to be a key holding in Foyston’s Canadian equity portfolios....
Watch Stephen Mitchell, Foyston’s head of global equties, talk about how he manages risk in his global equity portfolio. https://www.foyston.com/wp-content/uploads/2018/09/halifax_video_-_final-360p.mp4...
In this second installment, Stephen discusses his portfolio construction methodology, his views on risk management, and the sectors he tends to favour....