Resources roundtable: Top picks from our panellists

One manager's value stock may be another's value trap.

Sonita Horvitch 17 September, 2010 | 6:00PM
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Editor's note: In today's third and final instalment of this week's Morningstar roundtable on resources investing, the managers compare and contrast their portfolio strategies. Our panellists are Benoit Gervais, vice-president, investments, at Toronto-based Mackenzie Financial Corp., who co-manages a number of resource funds with Fred Sturm including Mackenzie Universal World Resource Class  Robert Lyon, senior vice-president and portfolio manager at Toronto-based AGF Investments Inc., who oversees all of AGF's resources funds including AGF Global Resources Class; and Norman MacDonald, vice-president at Invesco Trimark Ltd., who manages Trimark Resources. They spoke with Morningstar columnist Sonita Horvitch.

Q: Can we talk about iron ore?

Lyon: We have a significant weighting in Canada's Consolidated Thompson Iron Mines Ltd. CLM, which has a growing asset base in Quebec. We have owned it for a long time.

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Sonita Horvitch

Sonita Horvitch  

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