For this week's live chat at Inside the Market, we were joined by Vijay Viswanathan, director of research at Mawer Investment Management Ltd. and co-manager of the Mawer Canadian Equity Fund and the Mawer Canadian Equity Institutional Pooled Fund.
We asked for his favourite names right now among large Canadian stocks and his take on markets for the year ahead. He also took your questions on stocks and sectors you may be wondering about.
The Mawer Canadian Equity Fund is rated five stars from Morningstar and has returned an impressive 25.5 per cent in 2013, compared to the total return of the S&P/TSX composite of 13 per cent. Over the past 10 years, the fund achieved an average annual return of 10.2 per cent, beating the index's total return of 8.0 per cent. The fund's strategy focuses on finding wealth-creating companies with excellent management teams and aims to buy stocks at discounts to their intrinsic value.
Vijay is a Chartered Financial Analyst who has a MBA from the Richard Ivey School of Business. He joined Mawer in 2007.
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Darcy Keith