Morningstar columnist Sonita Horvitch moderates a discussion with a trio of Canadian equity managers — Mark Thomson , managing director and head of research at Beutel, Goodman & Co. Ltd., Daniel Bubis, president and CEO of Tetrem Capital Management Ltd. and Michael O’Brien, managing director and head of the core Canadian-equity team at TD Asset Management Inc.
October 31, 2014The managers discuss large-cap strategies in non-bank financials, energy, industrials and telecommunications.
In part two of the roundtable, the managers share their views on Canada’s major banks and their top management.
Three managers discuss the current volatility in the Canadian equity market and how it's affecting their outlook for various sectors and specific companies.
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