Global equity roundtable: Part 3

Investment ideas in industrials, technology and consumer sectors.

Sonita Horvitch 9 December, 2016 | 6:00PM
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One of the advantages of diversifying outside Canada is the ability to gain exposure to world-class businesses such as industrial products, information technology and consumer goods and services. This week's coverage of our global equity roundtable, which was moderated by Morningstar columnist Sonita Horvitch, concludes today with the managers sharing their strategies and investment ideas in these sectors.

Our panellists:

Michael Hatcher, head of global equities and director of research at Trimark Investments, a division of Toronto-based Invesco Canada Ltd. A value manager, Hatcher's extensive responsibilities include that of lead manager of Trimark Fund and other key mandates such as Trimark Global Fundamental Equity and Trimark Global Dividend Class.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Alphabet Inc A2,754.28 USD-2.38Rating
Alphabet Inc Class C2,759.64 USD-2.49Rating
Amphenol Corp Class A77.11 USD-0.21Rating
Anheuser-Busch InBev SA/NV ADR59.62 USD-0.12Rating
Flowserve Corp36.58 USD0.61
Honeywell International Inc216.90 USD-0.46Rating
Microsoft Corp288.71 USD-1.86Rating
Nike Inc B147.09 USD-0.64Rating
NXP Semiconductors NV212.88 USD-1.76Rating
Omnicom Group Inc75.71 USD-0.11Rating
Oracle Corp91.99 USD1.04Rating
Procter & Gamble Co140.60 USD-0.75Rating
Qualcomm Inc132.50 USD-0.73Rating
Stericycle Inc69.06 USD-0.79Rating
The Walt Disney Co175.87 USD-1.34Rating
United Parcel Service Inc Class B186.71 USD-0.07Rating
W.W. Grainger Inc407.60 USD-0.15Rating

About Author

Sonita Horvitch

Sonita Horvitch  

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