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  5. AD.UN: WHICH do you prefer and why? [Alaris Equity Partners Income Trust]
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Investment Q&A

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Q: WHICH do you prefer and why? Could you justify holding both? Thanks

Asked by Donald on May 15, 2024
5i Research Answer:

We think AD.UN is decent enought but we would view AD.UN as more of an income stock and GSY an income/growth hybrid. AD's portfolio is good, but it does consist of private companies who get into trouble once in a while. We could justify owning both, but each should be considered as 'above average' risk vs the market.