Morningstar Minute: Newest Medalist fund set for success

This Silver-rated PH&N fund has strong prospects for success despite a somewhat volatile track record.

Jeffrey Bunce, CFA 23 January, 2017 | 6:00PM
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Jeffrey Bunce: PH&N Vintage is our newest medalist in the Canadian equity category, earning a Morningstar Analyst Rating of Silver. Lead manager and co-head of Canadian equities, Doug Stadelman, takes an all-cap approach and focuses the fund on high-conviction ideas that result from his team’s astute bottom-up research.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Badger Infrastructure Solutions Ltd35.97 CAD-1.05
Home Capital Group Inc39.23 CAD0.56
Stantec Inc60.99 CAD-0.78

About Author

Jeffrey Bunce, CFA

Jeffrey Bunce, CFA  Jeffrey Bunce, CFA, is a senior investment analyst for Morningstar’s Investment Management group.

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