Brendan Caldwell, president and CEO of Caldwell Investment Management, takes viewer questions on Canadian value stocks.
We have performed very well for our investors and owe much of this to our focused investment strategy, which helps us avoid painful losses and participate in areas of strength. Looking forward, we see increasing value in a focused strategy as slowing growth rates in almost every sector and geography in the world will make it very difficult to perform well using a passive, market index or quasi-index strategy.