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ATS Corporation (ATS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Docebo Inc. (DCBO)
We like the long-term prospects for each of these three. We also think the valuations of these three companies are still reasonable and they come with a unique growth story. ATS is an acquisitive growth company by acquires industrial assets. On the other hand, DCBO is a software theme and HPS. A is a niche electrical equipment. Both of these possess very solid organic growth profiles. That being said, the breakout in terms of share price is very hard to predict. We would be comfortable holding these three over the next three to five years as an exposure to growth. As a group, we would expect above-average returns vs the market, but also with above-average volatility.