Hugo Lavallée, portfolio manager, reconfirms that despite these tough times, it is a good time for active management and to be a contrarian investor. His investment watchlist has opened up, and he is able to start looking at companies that were previously of interest but perhaps had been too pricey to invest in; he is focusing on companies that are now struggling, but whose strong balance sheets and liquidity position them to be profitable over the next year or two.

Recorded on April 3, 2020.