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Money manager Jennifer Tozser doesn’t narrow her investments into value, growth or dividend stocks. Instead, the senior wealth advisor at National Bank Financial Wealth Management in Calgary prefers to invest in long-term trends that may have one or all of these attributes.Her portfolios include mostly North American stocks, as well as bonds and alternative assets such as structured products – for which the return is linked to an underlying asset with predefined features – and private companies.
The investment style and mix have helped her achieve a return of 22.2 per cent over the past 12 months. Her three-year and five-year annualized returns were 8.1 per cent and 10.3 per cent, respectively. The performance is based on total returns, net of fees, as of March 31. The Globe spoke with Ms. Tozser, who oversees $525-million in assets, recently about what she’s been buying and selling, and a sector she wishes she had sold sooner.This has probably been the most anticipated recession in history. It’s always coming but has yet to arrive. However, some businesses have been behaving like it’s here. An example is technology; many companies have been cutting costs and downsizing, making them more robust. We’ve also seen this with the energy sector.
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