Meet the Manager: Understanding Canadian Equity Income with Dean Orrico

In the second episode of our “Meet the Manager” series, Dean Orrico, President and CEO of Middlefield, discusses the firm’s approach to Canadian equity income and the role of active management in today’s market. Dean explains Middlefield’s investment philosophy, the trends shaping Canadian equities, and why dividend growth, valuation and management quality are central to the firm’s stock selection process. Key topics covered: • Middlefield’s approach to income investing • The trends shaping Canadian equities • The role of active management in portfolio construction • What Middlefield looks for when selecting stocks and bonds • The outlook for Canadian markets in 2026 Timestamps: • 0:03 | Introduction to Middlefield • 0:47 | How would you describe your strategy? • 1:33 | What are the trends shaping Canadian equities? • 2:50 | Why is active management beneficial for investors? • 3:27 | What do you look for in a stock or bond? • 4:05 | What’s your outlook for 2026? Find out more: www.hanetf.com This material does not constitute a marketing document. It is not an invitation to invest and is for educational purposes only.