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The returns of this $335-million fund manager are almost twice that of the TSX this year. Here’s his top picks in the sectors he likes right now Published December 14, 2020
Christinne Muschi/The Globe and Mail
Portfolio manager Stephen Takacsy says it was part design, part luck that his Canadian equity fund was relatively “COVID proof” when the markets plummeted this year after the pandemic forced the widespread closing of businesses.
Some of his biggest positions were in sectors that surged amid the market uncertainty, including renewable energy and e-commerce.
“We had little pockets of weakness, but most of our portfolio was quite resilient,” said Mr. Takacsy, president and chief investment officer at Montreal-based Lester Asset Management Inc., which manages about $335-million in assets.