How three fund managers are faring in a philanthropic investment challenge

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How these fund managers are faring in a philanthropic investment challenge GlobeInvestor

Aubrey Hearn, senior portfolio manager at Sentry Investments Inc.While not necessarily predicting a recession, Mr. Hearn said he has shifted the fund toward companies that might fare relatively well in an economic downturn.

Even in economically sensitive sectors, there are pockets of defensiveness, he said. The fund’s Canadian energy holdings, for example, include shares of Inter Pipeline Ltd., which has assets in Western Canada that would be difficult to duplicate, Mr. Hearn said. The exuberance of retail investors for cannabis shares, combined with a shortage of institutional investors involved in early listings, was bound to send pot-stock valuations “out of control,” Mr. McNulty said.This fund tries to exploit that gap by investing in undervalued companies and helping to set them up for an initial public offering or a merger.

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