“Canadian small-cap equities represent value within a value market and continue to show improving and relatively strong earnings growth versus their large-cap peers. As such, we prefer to lean on the Canadian small-cap universe for both attractive value and GARP opportunities.
The strategist’s small cap portfolio consists of Altus Group, Algonquin Power & Utilities, Aritizia, Brookfield Business Partners, Black Diamond Group, Bird Construction Inc., Boardwalk REIT, Boralex, B2Gold, Boyd Group Services Inc.
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