Portfolio Construction – February 2021
Alfred Lam, CFA, Senior Vice-President and Chief Investment Officer,
Marchello Holditch, CFA, CAIA, Vice-President and Portfolio Manager, CI GAM | Multi-Asset Management
Market activity in the past few weeks has reminded us of the dangers of speculation. A small number of early investors make vast profits at the expense of a much larger number of late entrants who end up losing their shirts. Our philosophy has always been to look beyond the next “big trade” and stay focused on what matters most, helping our clients achieve their financial goals with predictability and consistency.
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