Market, Model Portfolio, Report Updates, and Congratulations to Chris!

Zach Diaz Sep 24, 2024
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Chris White Appointment to Head of Research at 5i and Upcoming Webinar!

Congratulations Chris White on becoming Head of Research at 5i Research!

We are excited to announce that Chris White, CFA will be taking on the role of Head of Research at 5i Research! Chris has been an integral part of the 5i team for nearly four years now and has been publishing ever stronger research week after week. Chris has been a sponge ever since he started at the company and absorbing everything the team has been able to teach him while improving the overall research function at 5i Research on the micro and macro levels.

Chris has been providing us with great research over the years and in reality, this 'new' role simply better reflects the position he has naturally grown into. We are excited to watch Chris take his (and your!) research and output to the next level and hope that everyone will join us in congratulating Chris on this development.

As for Peter Hodson, no need to fear, nothing is really changing with Peter's involvement and while there is always more for Chris (and everyone) to learn, Peter feels as though Chris has proven himself over the years and learned plenty in order to comfortably take up this role.

 

Want to learn more about Chris and his market research and investing models? Sign up today for the webinar on ‘Market Research and Investment Models’

 Sign Up here!


New Podcast Episode!

In this episode, Chris is joined by Ryan Modesto for part one of 'Inside the Mind of a Fund Manager'. Ryan shares his journey into investment research and the inception of i2i Capital. Ryan provides insights into his focus on small-cap growth stocks, key metrics he uses for stock screening, and his rationale for concentrating on US stocks.


Report Updates

We have posted report updates on Enbridge (ENB) and Dream Industrial REIT (DIR.UN). ENB is a ‘utility-like’ company with sustainable cash flows and growth, and it demonstrates strong operational efficiency. DIR.UN is an open-ended investment trust focused on diversified industrial properties, comprising 339 assets for 71.9 million square feet of gross-leasable-area. One name is operating in an environment which is recovering from high rates, while the other has been active on the acquisition front with rates coming down.

Read the latest updates by logging in here