Manager bets on shifting economic trends and changing lifestyles

AGF Global Select’s Tony Genua reviews the entire portfolio every day as though starting with a blank slate – anything that is not a considered a “buy” is a “sell”

Jade Hemeon 13 December, 2018 | 6:00PM
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Tony Genua, lead manager of five-star AGF Global Select, is both agile and selective in his investment approach, and has achieved category-beating returns by capitalizing on shifting economic trends and changing lifestyles. He zeroes in on companies with superior long-term earnings and sales growth, strong management and a proven ability to innovate.

“The idea of participating in market leaders is exciting to us,” says Genua, Toronto-based senior vice president and portfolio manager with AGF Management Ltd., who took charge of the fund in February 2013. He also manages various other U.S. growth equity portfolios at AGF, including bronze-rated AGF American Growth.

His style is “high conviction,” but he also maintains healthy portfolio diversification, holding between 25 and 40 names. Recently, the number of stocks stood at 37.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating Inc3,415.06 USD-0.84Rating
Illumina Inc413.45 USD-0.15Rating
Lululemon Athletica Inc414.40 USD-0.54Rating
Netflix Inc625.14 USD-2.17Rating
Sarepta Therapeutics Inc79.88 USD-0.70
Shopify Inc A1,487.47 USD0.12Rating
Spotify Technology SA251.18 USD-1.73Rating

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Jade Hemeon

Jade Hemeon  

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