High Conviction: A Retail Stock With Compelling Valuation and Healthy Cash Flow
C Stewart submits:
Colin Stewart is a founding shareholder of Toronto-based JCClark, and acts as a Director and Portfolio Manager at the firm, which manages about $300M. Prior to launching JCClark’s Focused Opportunities Fund in June 2005, Colin acted as co-manager of the Preservation Trust. Colin currently serves as Co-Chair for the AIMA Canada Education and Research Committee.
JCClark’s absolute-return-focused investment approach focuses on capital preservation, strong risk-adjusted absolute returns, low correlation to broad equity market indices, and consistent alpha generation.
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