Portfolio Manager: The Truth About Global Investing

What does global equity really mean, and how can it complement a Canadian investor’s portfolio? James, Lead Portfolio Manager for Matco’s Global Equity mandate, explains what the strategy owns, how companies are selected, and why investing globally can provide access to sectors and opportunities that are less represented in Canada. The conversation covers the fund’s focus on high-quality companies, reasonable growth at a reasonable price, diversification, risk, currency exposure, and the role global equity can play as a core portfolio holding. James also shares how the team approaches opportunities in artificial intelligence while staying disciplined through changing market conditions.