The strong get stronger

Hartford sub-advisor Bill Kanko seeks companies that can dominate in their fields, in good times and bad.

Sonita Horvitch 7 April, 2010 | 6:00PM
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 Bill Kanko, president of Toronto-based Black Creek Investment Management Inc., says the recent world economic slowdown allowed the stronger companies in key sectors to gain market share at the expense of their weaker rivals, some of which were eliminated.

A mutual-fund sub-advisor to Hartford Investments, Kanko is essentially a bottom-up stock selector. He focuses on those companies that are global market leaders and are successfully increasing their market share. The industries in which they operate should have high barriers to entry, and the targeted companies must demonstrate distinct competitive advantages in operating in their fields.

"Most companies in our equity portfolios managed to increase market share during the past economic downturn," says Kanko. "Many of these companies have also shown an ability to do so in good economic times, further consolidating their dominance."

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Sonita Horvitch

Sonita Horvitch  

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