Dynamic global manager looks to the Far East for tech stocks

Online retailing is another growth area in China, says Noah Blackstein.

Diana Cawfield 14 September, 2017 | 5:00PM

Noah Blackstein is a high-conviction growth manager, building concentrated portfolios and paying no heed to index weightings. So it's not surprising that the $1.2-billion Dynamic Power Global Growth Class that he manages is more than 60% in technology stocks. What really stands out, however, is his hefty 40% weighting in China.


Any geographic or sector concentration, or lack of concentration," Blackstein explains, "is a byproduct of the bottom-up process. I try to find 20 or 30 of the fastest-growing companies, with the biggest potential in front of them anywhere they might be in the world," says the vice-president and portfolio manager with 1832 Asset Management LP in Toronto, which manages the Dynamic family of funds.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Alibaba Group Holding Ltd ADR273.43 USD-0.14
Amazon.com Inc3,110.65 USD5.07
Facebook Inc A253.09 USD1.99
TAL Education Group ADR73.34 USD0.39
Tencent Holdings Ltd66.38 USD-0.46
Twitter Inc42.40 USD6.27
Weibo Corp ADR Class A35.71 USD-1.48

About Author

Diana Cawfield

Diana Cawfield  Diana Cawfield is an award-winning writer who has been a regular Morningstar contributor since 2000. Her numerous publication credits include the Toronto StarAdvisor's Edge and Chatelaine, as well as the Canadian Securities Institute's online educational services.

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