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 A1,539.01 USD1.34
Alphabet Inc Class C1,541.74 USD2.04
Amphenol Corp Class A94.93 USD0.47
Anheuser-Busch InBev SA/NV ADR53.76 USD5.39
Flowserve Corp27.81 USD1.87
Honeywell International Inc142.45 USD0.76
Microsoft Corp213.67 USD-0.30
Nike Inc B97.99 USD1.03
NXP Semiconductors NV117.10 USD-0.68
Omnicom Group Inc53.82 USD4.18
Oracle Corp57.39 USD-0.24
Procter & Gamble Co123.89 USD1.15
Qualcomm Inc92.51 USD-0.79
Stericycle Inc54.37 USD3.68
The Walt Disney Co119.34 USD2.17
Tiffany & Co121.30 USD0.26
United Parcel Service Inc Class B115.07 USD0.54
W.W. Grainger Inc311.02 USD0.66

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Sonita Horvitch

Sonita Horvitch  

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