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
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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 ADR221.38 USD0.84Rating
Amazon.com Inc3,223.91 USD1.05Rating
Facebook Inc A306.53 USD0.18Rating
TAL Education Group ADR53.14 USD-1.97Rating
Tencent Holdings Ltd76.55 USD1.73
Twitter Inc52.88 USD2.07Rating
Weibo Corp ADR Class A47.89 USD-1.60Rating

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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