What's Hot? How Canada Life Investments' Mike Willans' Apple aversion helped drive returns

Only a handful of US managers have outperformed the S&P consistently. Where they have, the funds have tended to have a mid-cap bias and, in this, Mike Willans' CF Canlife North American fund is no exception. Where Willans is different, however, is that he has delivered strong performance with a value/contrarian style that has typically been out of favour. Willans is conviction-led but also differentiates himself with a strong macro influence on his stock selection. "Companies live in the real economy and it affects every single stock. This analysis guides us as to whether we should...