Name
Investing for Alpha in the U.S. Equity Market
Date & Time
Tuesday, April 9, 2024, 2:10 PM - 2:30 PM
Adam Mushaweh Peter McDougall
Description

Going against the crowd isn’t easy, especially when it’s riding a wave of sky-high market gains. But relying on price bubbles driven by irrational exuberance is no way to build wealth over the long term – a painful lesson many learned when the dot.com and post-pandemic work-from-home bubbles burst.

In this session, Adam Mushaweh explains the time-tested, contrarian approach behind the IA Clarington Loomis U.S. All Cap Growth Fund, which posted a return of 39.4% for calendar year 2023 – beating the benchmark, the S&P 500, by 16.5% and earning the fund a 5th-percentile ranking in the U.S. Equity category. Adam will illustrate, using specific examples of fund holdings, how the team capitalizes on the market’s shortsightedness to build positions in companies with rare quality and growth characteristics, resulting in exceptional potential for long-term wealth creation.