Kevin Van Dyk, one of BULLWEALTH’s Managing Director’s, and Sean Yuile from Manitou’s Canadian Equity investment team discuss how Manitou’s Canadian equity team implements a high-quality investment philosophy that has resulted in long-term outperformance and excellent downside protection by investing in growing companies that have a discounted value. Sean describes Manitou’s investment philosophy and process around searching for and investing in Grade A companies and how the portfolio’s cash weighting can rise and fall depending upon underlying company valuations.