Editor's note: This week's coverage of Morningstar's roundtable on Canadian small-cap stocks concludes today with the managers commenting on their exposure to various non-financial sectors and some of the holdings they favour.
Our panellists:
Martin Ferguson, director and portfolio manager at Calgary-based Mawer Investment Management Ltd. His mandates include Mawer New Canada
and BMO Enterprise
, both of which are closed to new investors. Ferguson's discipline is to buy wealth-creating companies at discounts to their intrinsic value.
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