Derek Warren discusses Lincluden Investment Management. Mr. Warren’s philosophy is based on the belief that markets don’t always price value and risk appropriately. He aims to buy securities below fair value and to get paid for the risk he takes. Using fundamental research, Mr. Warren identifies undervalued REITs and real estate companies in North America to build portfolios that will generate superior risk-adjusted returns over the long term. One of the current trends that Mr. Warren sees in real estate is the development of workspaces that attract and retain young talent.
Full interview available here.
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