Avoiding commodities, but favouring the west

16 Juil

Renato Anzovino of Heward Investment Management is investing in Canada, just not the broader S&P/TSX composite index.

The Montreal-based portfolio manager of the Heward Canadian Dividend Growth Fund has outperformed the Canadian benchmark since the fund’s June 2009 inception and so far in 2013, in part, by underweighting commodities.