Industrials Industry Group

Discovering investment opportunities within the industrial sector, including manufacturing, transportation, and infrastructure, our Industrials Group provides critical insights for informed decision-making in a market that continuously rewards effective cost management.

Company Ticker Weight (% of Total Net Assets)
FedEx Corporation NYSE: FDX 4.60%
Lockheed Martin Corp. NYSE: LMT 4.14%
Airbus EURONEXT: AIR 3.73%
Cargojet Inc. TSX: CJT 3.52%
Lennar Corp. NYSE: LEN 2.40%

Industrials Team

  • Camilo Naranjo

    Portfolio Manager

  • Mohamed Issa

    Senior Analyst

  • Iacov Donos

    Junior Analyst

  • Yvan Mikiele

    Junior Analyst

  • Jack Laperle

    Junior Analyst

  • Elizabeth Bukowski

    First Year Analyst