In our quarterly webinar, Portfolio Manager Sam LaBell discussed his views on the markets, demographic shifts, the U.S. economy, and their implications for investments. Key topics include the transition from the baby boomer generation to millennials, fiscal deficits, inflation risks, employment trends, consumption patterns, bond yields, and potential scenarios for equity market performance. Overall, Sam emphasizes the importance for investors to continue to participate in equity markets while being prepared to pivot to lower-risk alternatives. He highlights the need for growth, even in yield plays, as well as global champions and diversification. "There is a temptation after having multiple years of very strong equity returns to go all in on growth and all in on equities. That's the wrong instinct at the top." https://lnkd.in/gj2_x3TU
Veritas Asset Management Inc.
Financial Services
Toronto, Ontario 625 followers
Veritas Asset Management was founded on the belief that superior research leads to better investment decisions
About us
Our approach to investing begins with more than 20 years of fundamental research experience. Veritas Asset Management was founded to capitalize on the successful fundamental research of our affiliate Veritas Investment Research (‘VIR’). Throughout VIR’s 20+ years of producing independent research, it has proven that detailed, high-quality fundamental research produces better investment decisions. Our goal is to provide our investors with consistent risk-adjusted returns that beat investment benchmarks over the short and long term. Our portfolios offer concentrated, high conviction positions in companies identified through our research and due diligence work, applying a disciplined and systematic selection process. Through our research, we identify opportunities to profit from mispriced securities, either by buying top-quality companies for long-term capital appreciation or through long-short hedging strategies. While our portfolios are primarily focused on Canadian equities, our portfolio managers also consider opportunities beyond Canada.
- Website
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https://veritasfunds.com/
External link for Veritas Asset Management Inc.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Toronto, Ontario
- Type
- Privately Held
- Founded
- 2016
- Specialties
- Wealth management, Portfolio management, Mutual funds, Absolute return fund, Canadian equity fund, Investment management, and Asset management
Locations
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Primary
100 Wellington Street West
TD West Tower, Suite 3110, PO Box 80
Toronto, Ontario M5K 1E7, CA
Employees at Veritas Asset Management Inc.
Updates
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Our Portfolio Manager, Sam LaBell, appeared on BNN Bloomberg with Andrew Bell to discuss his take on Teck Resources Ltd, why he prefers gold over copper and why he favours Air Canada.* https://lnkd.in/gdSJ9hA5 *Sam Labell is an Advising Representative with Veritas Asset Management Inc., an Investment Fund Manager, Portfolio Manager and Exempt Market Dealer registered in the provinces of Ontario and Manitoba. The opinions and statements expressed by Sam in his appearance are his personal views and do not necessarily reflect those of the Veritas Group of Companies. They are effective as at the date of the broadcast only and may be subject to change.
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Veritas Asset Management Inc. reposted this
View the latest monthly commentary, performance and portfolio statistics for the Veritas Next Edge Premium Yield Fund: https://lnkd.in/gjbiz9ik #AlternativeInvestments #NextEdgeCapital #Veritas
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Our Portfolio Manager, Sam LaBell, appeared on BNN Bloomberg with Andrew Bell to discuss how investors can expand their portfolios within the Canadian market. He specifically talked about oil sands stocks, utilities and REITs, noting that the yields plus attractive growth provide attractive compound returns. https://lnkd.in/gvMPkJzh
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Veritas Asset Management Inc. reposted this
View the key highlights from our recent commentary on The Veritas Next Edge Premium Yield Fund below. To access the full text and other marketing materials, please click the link: https://lnkd.in/gjbiz9ik. #Investments #NextEdgeCapital Evie Dargel Karl Bruce Christian Rancourt CFA, MBA, FCSI
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Our Portfolio Manager, Sam LaBell, appeared on BNN Bloomberg with Amber Kanwar recently to discuss the health of consumer spending, the impact of demographic trends on investment strategy and where to withstand market weakness. Watch the replay: https://lnkd.in/gHNxTJvN
- BNN Bloomberg
bnnbloomberg.ca
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In our webinar after the first half of 2024, our Portfolio Manager Sam LaBell and Associate Advising Representative Vartan Tanielian MFin discussed successful holdings, current market strategy, demographic and fiscal trends and how investors can protect themselves from downside risk while participating in a market that could still go higher. https://lnkd.in/g3-xWRrm
Quarterly Check-in - July 2024 - Veritas
https://veritasfunds.com
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Please join our next quarterly webinar with our portfolio manager, Sam LaBell, on Wednesday, July 24 at 2 PM (ET). He will discuss: - Key economic factors and events to watch for the remainder of 2024, including the U.S. Presidential Election. - Sector allocations and top picks (long and short). - Portfolio strategy heading into 2H-F24 for the Veritas Canadian Equity Fund, Veritas Absolute Return Fund and the Next Edge Premium Yield Fund. Please visit our website to request to attend: https://lnkd.in/g8wuQqss
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Veritas Asset Management Inc. reposted this
View the key highlights from our latest commentary on The Veritas Next Edge Premium Yield Fund below. To access the full text and other marketing materials, please click the link: https://lnkd.in/gjbiz9ik.
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In our last quarter webinar, our Portfolio Manager, Sam LaBell, explained the benefits of a liquid alternative fund strategy. Our next quarterly webinar is July 24 at 2 PM ET. Please sign up here: https://lnkd.in/g8wuQqss #marketstrategy #investing #wealthmanagement #financialadvisors #stocks #equities #hedgefunds