The COVID-19 crisis has had a huge impact on our lives, the global economy, and our society as a whole. The question of how consumers have behaved through this crisis, and how individual companies responded to those behaviours is clearly front of mind for us at CH and for our portfolio managers.
QV Investors, the management team behind our IA Clarington Canadian Small Cap fund recently put out a piece looking at how consumers responded to this crisis as well as how some of the companies within their fund have adapted and even thrived in this new economic environment. It is these kinds of stories that give us confidence in our fund partners’ ability to navigate through difficult investment periods and find the kinds of companies and businesses that can weather the storm and come out stronger.
Brian Trafford, Chief Investment Officer
& Your CH Financial Team