Why this $6.3-billion money manager is buying Eli Lilly and selling a software firm
Fiona Wilson, a senior portfolio manager with i3 Investments at Guardian Capital LP, advises investors to maintain a diversified portfolio of global companies with strong earnings and dividend growth amidst market volatility. Wilson's fund has shown strong returns, and she has recently increased holdings in ASML Holding NV, Eli Lilly & Co., and Amphenol Corp., while selling Wolters Kluwer NV due to competitive pressures and uncertainty in the AI landscape. Her strategy focuses on companies with competitive moats, strong growth prospects, and healthy financials.
https://www.theglobeandmail.com/investing/globe-advisor/advisor-funds/article-why-this-63-billion-money-manager-is-buying-eli-lilly-and-selling-a/