This presentation will discuss the ONE Canadian Equity Portfolio, including recent performance, portfolio positioning and a discussion of how the global pandemic has impacted the portfolios and outlook. The targeted risk approach of the portfolio has direct implications for the exposure to the energy sector and the resource sector generally. This, in combination with a ‘bottom up approach’ that emphasizes quality companies with strong prospects, will be discussed further to demonstrate how the Guardian is positioned in the face of the recent market turmoil.

Presenter: Ted Macklin & Keith Taylor

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