Canada lost its lustre in 2012, becoming a global stock- market laggard. For that, blame our slumping resources sectors. Where can investors find value now, and what risks do they face? In part one of a three-part, portfolio manager roundtable, Morningstar Canada columnist Sonita Horvitch posed these and other questions to a trio of value managers – Ian Hardacre, vice-president and head of Canadian equities at Invesco Canada Ltd., Daniel Bubis, president and chief investment officer and founder of Winnipeg-based Tetrem Capital Management Ltd. and Mark Thomson, managing director and head of research at Beutel, Goodman & Co. Ltd. Parts two and three of the roundtable will appear on Thursday and Friday, respectively.
February 22, 2013
