Today on the show, we welcome Portfolio Manager Steve DuFour. He gives us a look at the US equities on his radar, and how he determines which companies to invest in. Steve describes how the market is currently presenting several investable themes, which signals a favourable time for investors to explore those potential opportunities. Steve says artificial intelligence and the transition to electric vehicles are gaining prominence. The reshoring trend is being observed across multiple industries, and continues to evolve as companies reassess their supply chain strategies and make investments in facilities closer to home. Steve provides an overview U.S. Focused stock fund strategy, explaining that the fund follows a concentrated investment approach with a portfolio consisting of under 40 names. It focuses on identifying long-term investable trends amidst short-term market fluctuations, and leans towards companies exhibiting strong earnings growth compared to the market.

Recorded on March 19, 2024.

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