Good stocks do the heavy lifting

How this manager recruits the right names for his portfolio – and then puts them to work

Diana Cawfield 27 February, 2020 | 1:39AM

Crane lifting object

High-quality companies that deliver expected returns are the apple of Dana Love’s eye and the centre of a sustainable growth strategy for the silver-medalist Dynamic Blue Chip Equity mandate.

“At the heart at what we’re trying to do is to acquire companies that have immense compounding power,” says Love, vice-president and senior portfolio manager at 1832 Asset Management L.P., based in Toronto.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Dynamic Blue Chip Equity22.49 CAD-0.29
Nestle SA105.58 CHF0.00
Techtronic Industries Co Ltd78.95 HKD0.00
Topdanmark A/S37.74 EUR0.00

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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