Greg and Rob were joined on this episode by David Wajner and James Chu of Aristotle Capital Management. Aristotle is a quality-first, value specializing investment firm with headquarters in Newport Beach, California. James explains their ‘QVC’ philosophy in investing – quality, value, and catalyst – and how these principles help them navigate through market and economic uncertainty, through bottom-up analysis. With Aristotle’s diverse catalog of mandates in mind, James describes global opportunities available in a time of high U.S. valuations as well. David finishes in highlighting their ability to perform in multiple market environments, where their ‘batting average’ of rolling 5 year spans outperforms their benchmark in almost every period since inception.
With external resources like David and James of Aristotle, our hope is to show RBC Dominion Securities’ bench strength on the investment side, which helps compliment the financial planning experts we lean on for clients as well. Together, we are able to build a large pool of specialists behind us, to help you achieve what you want from your time and money.
As always, please feel free to share or call with questions!
Disclaimer:
Nothing in this video constitutes legal, accounting, estate planning or tax advice and should not be relied upon as such. You are advised to consult with independent tax and legal advisors before taking any action based upon the information contained herein to ensure your won circumstances have been properly considered. All opinions and views expressed by the speaker(s) are not representative of views and opinions of RBC DS. All Information and opinions provided in this video are in good faith, but without legal responsibility.
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