Self-driving 400-ton trucks with $65,000 tires. Crushers. Giant sulphur blocks. These are only some of the items one of our analysts saw on a visit in March to Imperial Oil’s Kearl oil sands site in Alberta’s north. Click the image below to read more.
Canadian Equities
Assessing the Risk of Stranded Carbon Assets
In early June, G7 leaders committed their countries to reducing carbon emissions by 2050 and eliminating them by 2100. Even before the G7 announcement in Germany, there had been concerns expressed over how carbon reductions might impact investors in energy and...
Bryan Pilsworth On the Case for Canada
On April 24, FGP hosted an investor lunch in Montreal, where Bryan Pilsworth, President & CEO, discussed the potential of Canadian public equities. He highlighted that Canadian companies are currently cheaper relative to their U.S. counterparts in the S&P 500, emphasizing that exposure to commodities and a cyclical economy can offer protection for investors. Pilsworth also pointed out that Canada is a market rich with alpha ideas and unique assets, making it an attractive addition to investment portfolios.
Bryan Pilsworth on the Case for Canada
On December 1, FGP hosted an investor lunch in Toronto for clients and industry partners. Bryan Pilsworth, President & CEO, Portfolio Manager - Canadian Equties, spoke about the inflection points that are creating opportunities for Canada.
Does Value Investing Still Work?
Long-term investing in value stocks has produced better returns than investing in growth stocks, historically. However, in recent years, this has not been the case. Does that mean value investing no longer works?
Engagement Towards a Net Zero World
In our latest Foyston For Thought video, Zubaida Mirza, Vice President, Senior Research Analyst, discusses how FGP engages with companies in the energy sector. [video width="1280" height="720"...
FGP Promotes Zubaida Mirza
FGP is delighted to announce the promotion of Zubaida Mirza to Vice President, Senior Research Analyst. Zeba has been a key member of the Canadian Equity Team since joining FGP in 2008 as a research analyst specializing in the Energy sector. She has expanded her...
Finding High Quality Value in the Canadian Energy Sector
Zubaida Mirza, Foyston's senior research analyst covering the energy sector, explains why she believes her sector will continue to be a key holding in Foyston's Canadian equity portfolios. [video width="840" height="560"...
From Obscurity to Opportunity: The Small-Cap Advantage
In recent years, stock market returns have been increasingly dominated by a handful of large-cap growth-oriented companies while small-cap stocks have struggled. This phenomenon is not new. In this paper, we explain why an allocation to actively managed small-cap...
Incorporating ESG to Create Value in Your Portfolio
Bryan Pilsworth, FGP’s President & CEO, Portfolio Manager – Canadian Equities, discusses why incorporating Environmental, Social and Governance criteria in Canadian equity portfolios is critical to long-term outperformance.
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