PM PERSPECTIVES
Insights from Noah Blackstein, Peter Rozenberg, Vishal Patel, Marc-André Gaudreau and Damian Hoang.
The power of alternative growth
Senior Portfolio Manager Noah Blackstein discusses the evolution of investment strategies, focusing on liquid alternative funds and the current lack of market breadth on stock performance.
ARTICLE HIGHLIGHTS
Access to alternative strategies is important
The rise of the Mag 7: Market breadth is narrow
A new era of opportunity
The power of alternative growth
Focused on earnings
The impact of AI
NOAH BLACKSTEIN
Vice President & Senior Portfolio Manager
PETER ROZENBERG
Vice President & Portfolio Manager
Quality focused, deliberately different
Lead and Co-Portfolio Manager Peter Rozenberg offers his perspective on how the investment strategy behind Dynamic Active Global Dividend ETF (DXG) is deliberately different from other offerings in the dividend space.
ARTICLE HIGHLIGHTS
How we are different
Defining quality
The Mag 7 stocks
Putting valuations in perspective
Growth opportunities
Assessing NVIDIA
Investing in companies with quality growth
Senior Portfolio Manager Vishal Patel discusses the keys to his four-step investment process and the importance of having alignment of capital between everyone from business owners and suppliers to portfolio managers, advisors and investors.
ARTICLE HIGHLIGHTS
On beating the index
Alignment of capital
A four-step investment process
Pricing power is key
Company visits: What we’re looking for
The best is yet to come
VISHAL PATEL
Vice President & Senior Portfolio Manager
MARC-ANDRÉ GAUDREAU
Vice President & Senior Portfolio Manager
Stay ahead of the curve: Fixed-income strategies for uncertain times
Senior Portfolio Manager Marc-André Gaudreau offers his perspective on current fixed-income markets and the abundance of opportunities he’s finding in the high-quality discount bond space.
ARTICLE HIGHLIGHTS
Why I’m excited about fixed income
High-quality discount bonds: A rare opportunity
Flexibility is key
The strategy behind Dynamic Credit Absolute Return Fund
Triple A – An asymmetrical alternative
Senior Portfolio Manager Damian Hoang discusses the different options-based strategies behind the funds he manages, specifically Dynamic Premium Yield Fund, Dynamic Premium Yield PLUS and Dynamic Active Enhanced Yield Covered Options ETF (DXQ).
ARTICLE HIGHLIGHTS
Downside protection and Dynamic Premium Yield
Earning our yield
The strategy behind DXQ
Dependable performance
Size matters
DAMIAN HOANG
Vice President & Senior Portfolio Manager
DISCLAIMER
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments, including ETFs. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
Dynamic Funds® and Legitimately Active Management® are registered trademarks of The Bank of Nova Scotia, used under license by, and is a division of, 1832 Asset Management L.P.