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Balanced Investing
Suzann Pennington, Steve Locke
This video clip features Suzann Pennington, Team Lead of the Howson Tattersall investment team and also one of the Canadian All Cap Equity portfolio management team, and Steve Locke, Senior Fixed Income Portfolio Manager.
Their comments touch on some of the important characteristics of the Howson Tattersall value style of investing as well as some of their thoughts on the current investing environment and how our investment team is structuring our client portfolios today.
The portfolio referenced in this video presentation refers to Mackenzie Saxon Balanced Fund. All of the Howson Tattersall Private Asset Management balanced portfolios are managed by the Howson Tattersall investment team in a manner consistent with Mackenzie Saxon Balanced Fund.