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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
Q: If you were to start a position or add to an existing position today in a small-cap growth company in Canada, which would be your highest conviction? Can you please list top 2? Thank you
5i Research Answer:
For our highest conviction small-cap growth names, we would stick with HPS. A and TVK. Although the current valuations may not be as attractive as a few months ago, we think over the long term these two small-cap names could continue to compound capital at attractive rates.