“…Yet fund managers say that lingering issues on trade and the U.S. elections in November could still weigh on returns in 2020, leaving long-shunned U.S. value stocks and international equities primed to outperform in the year ahead.
“You’re going into an environment where there’s a lot of good news already priced into the market, so if there’s any derailing of any positive items, there’s not a lot of give,” said Elliott Savage, portfolio manager of the YCG Enhanced Fund, which is up nearly 40% for the year to date. By focusing on unloved areas of the market such as financials, “You have a chance to pick up companies with significant pricing power that you can hold for a long time,” he said…”
All index and financial terms, definitions, and acronyms can be found on our Glossary page.
Earnings Growth is not a measure of the Fund’s future performance.
Fund holdings and sector allocations are subject to change at any time and should not be considered a recommendation to buy or sell any security. Click here for current Top Ten holdings.
For standardized performance, current expense ratios, and Morningstar ratings, please click here. Performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or higher than the performance data quoted. Performance data current to the most recent month end may be obtained by calling 1-855-444-9243. Investment returns and principal value will fluctuate, and when sold, may be worth more or less than their original cost.