Global equity roundtable: Part 3

Investment ideas in industrials, technology and consumer sectors.

Sonita Horvitch 9 December, 2016 | 6:00PM

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 A2,244.62 USD-1.15
Alphabet Inc Class C2,254.79 USD-1.36
Amphenol Corp Class A67.72 USD-1.08
Anheuser-Busch InBev SA/NV ADR65.07 USD-0.49
Flowserve Corp39.78 USD0.10
Honeywell International Inc228.60 USD0.71
Microsoft Corp255.91 USD0.02
Nike Inc B136.64 USD0.88
NXP Semiconductors NV207.94 USD-0.60
Omnicom Group Inc79.28 USD2.09
Oracle Corp76.12 USD0.71
Procter & Gamble Co136.92 USD0.40
Qualcomm Inc137.44 USD-2.23
Stericycle Inc68.74 USD1.30
The Walt Disney Co186.49 USD-0.75
United Parcel Service Inc Class B178.58 USD1.50
W.W. Grainger Inc405.97 USD1.08

About Author

Sonita Horvitch

Sonita Horvitch  

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