Q: In my search for investing ideas, I was reading the equity holdings of the CPPIB with the belief that a bunch of really smart people are investing the CPP funds. Was very surprised to see that the largest Canadian equity holding, by market cap, as at 03/31/2017, was Seven Generations.
Seems like the CPP managers are making a huge bet on Canadian energy; is that a smart thing?
Seems like the CPP managers are making a huge bet on Canadian energy; is that a smart thing?