Canadian equities roundtable: Part 1

Where three veteran value managers are investing now.

Sonita Horvitch 30 April, 2012 | 6:00PM
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Editor's note: Risk-averse investors in the Canadian equity market have bid up the prices of defensive stocks that pay above-average dividends, according to panellists on our Canadian equity roundtable. This has left value seekers like them taking a closer look at companies in sectors that may be considered riskier, but also fundamentally cheaper.

Our panel of value managers:

 Mark Thomson, managing director and head of research at Beutel, Goodman & Co. Ltd. Thomson and his team manage a range of mandates including Beutel Goodman Canadian Equity  Beutel Goodman Canadian Dividend   and Beutel Goodman Canadian Balanced  .

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Sonita Horvitch

Sonita Horvitch  

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