Repositioning the Fund with a Focus On High-Quality Defensive Growth Companies
Since taking over the fund in late-2019 Sr. Portfolio Manager, Doug Cooper has been actively repositioning it to reduce exposure to cyclical stocks and opportunistically increase exposure to high-quality defensive growth companies that are less sensitive to macroeconomic factors.
Carefully considering sector, regional, and foreign currency exposure to ensure proper diversification, Empire Life’s Dividend Growth Fund was re-constructed with an emphasis on downside protection through difficult markets and to generate attractive absolute returns during strong equity markets.
Learn how the portfolio is positioned to take advantage of today's market.