Global Equity Growth
Income Growth Fund
Separately Managed Accounts
On Tuesday, August 27th 2024, MWG’s Head of Research & Portfolio Manager, Jamie Murray, CFA, was live in-studio on BNN Bloomberg Market Call. Jamie discussed the current market outlook, top and past picks, and answered viewer phone calls and emails on a range of global growth and dividend-paying stocks. Market Call is Canada’s leading stock […]
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We recently increased our investment in Uber to 3% in our Global Equity Growth Fund. On the surface, Uber looks expensive, trading at 75 times the US$0.96 in earnings per share the company generated in the past 12 months. However, we believe Uber is at the inflection point where its global scale, dominant market position […]
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Thoughts on the Market: August Edition Written by Head of Research, Jamie Murray, CFA It’s All Fun and Games Until Someone Loses AI The technology sector has lagged the broader market since early July. Investors are questioning the level of capital investment needed to build out AI networks and the ultimate return on investment that […]
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