- Descartes Systems Group Inc. (The) (DSG)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Lumine Group Inc. (LMN)
Q: Hi team,
What are you favorite mid cap compounders in the Canadian market right now and why?
Thanks
What are you favorite mid cap compounders in the Canadian market right now and why?
Thanks
5i Research Answer:
We like companies that have already demonstrated a track record of value creation and a clear playbook to continue compounding capital at high rates for the foreseeable future. We think these companies are attractive candidates for long-term holdings, trading at fair valuations. Here is a list of mid-cap Canadian compounders that we have been a fan of: TVK, HPS.A, LMN, DSG.