Why Canada for Natural-Resource Plays
Whitney George, manager of Analyst Pick Royce Premier, explains his disposition to hard asset plays, including Canadian energy services companies.
Karin Anderson: You get to know every company that you own inside and out, but there are also some themes that you've talked about providing a tailwind to many of the holdings in the fund, and maybe you can elaborate on those a little bit.
W. Whitney George: Well, I mean, there are parts of the market that are going to look like they're more difficult and there are parts that we feel more comfortable with. And we develop a macro view really as a result of talking to dozens of managements every month. So I think we have five to 10 managing teams come through the office, and so you kind of put all of this mosaic together.
Karin Anderson does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.