Small Caps Portfolio?

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Since you gentlemen are well versed in fundamentals, would you ever consider creating a portfolio consisting of small caps that generally get overlooked by the crowd (‘Hidden Gems’)? I guess this would be a growth over time strategy and contain both Canadian & US companies if the numbers work.

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Asked on February 18, 2023 11:43 am
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I would say our growth portfolios are a very good resource for Canadian small cap investors. We've got plenty of options inside of those portfolios. Along with this, our Bull List contains a ton of small cap companies.

However, we don't have much on the US end right now. Out coverage is mostly limited to Canadian growth companies. However, that is not to say we couldn't consider adding something in the future, just hasn't been considered right at this moment.

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Posted by Dan Kent
Answered on February 20, 2023 11:04 am