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

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.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Altaba Inc Inc3,189.00 USD0.85
GW Pharmaceuticals PLC9.15 USD1.10
Illumina Inc355.10 USD3.18
Lululemon Athletica Inc351.89 USD1.90
Netflix Inc481.30 USD1.23
Sarepta Therapeutics Inc160.27 USD1.44
Shopify Inc A997.22 USD0.63
Spotify Technology SA252.32 USD-0.38

About Author

Jade Hemeon

Jade Hemeon  

© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies