Bradley's Brief — Q1 2018

by Scott Ronalds

From our Quarterly Report:

Volatile markets tend to lead to changes. Price dislocations, most of which are temporary, provide opportunities for active managers like Connor, Clark & Lunn, CGOV, Edinburgh Partners and Galibier. Stocks that have held up well become relatively more expensive and are trimmed. Stocks that have been hit harder are added to. Interestingly, there was a consistent theme across all our manager calls last week. They were genuinely excited about the renewed volatility.

Read Tom's full Brief and the rest of our Report here.