Big Upside from Small Companies

When:  Nov 22, 2023 from 05:00 PM to 08:00 PM (ET)
Associated with  CFA Society Ottawa
Event Description:
It is critically important to turn over all the rocks to find the best opportunities within the full equity universe. Global small-cap stocks can provide portfolios with returns and diversification from sources that are often overlooked. Ray Szutu, CFA, Portfolio Manager - Global Smaller Companies, at Foyston, Gordon & Payne Inc. (FGP) will discuss why this investment category is attractive and how to access it in a prudent way. Ray will expand upon the following three themes:
  • The benefits of investing in small-cap stocks and the role they play in a diversified portfolio.
  • Why the global small-cap market is less efficient and therefore ripe for alpha capture.
  • How to overcome the challenges of investing in this market.
Note: This event is subsidized to the benefit of CFA members and candidates.
Formal business attire is recommended.

Speaker Biography:
Ray Szutu, CFA

Portfolio Manager - Global Smaller Companies

Ray joined Foyston, Gordon & Payne in 2018 as a Research Analyst and was promoted to Senior Research Analyst in 2019. He was appointed the portfolio manager for the FGP Global Smaller Companies Fund at its launch in 2021. He is also a generalist research analyst on the global equity team and a member of FGP’s Investment Committee.

Ray’s career began in 2006 as a mutual fund analyst at Raymond James Ltd. He later moved to AGF Management Ltd. His career as an equity analyst started in 2011 at Sky Investment Counsel and continued at RBC Global Asset Management. Prior to joining FGP, he was an analyst at Invesco Canada covering Canadian and global equities.

Ray is a graduate of Simon Fraser University (BBA) and is a CFA charterholder.
Event Location: The Rideau Club 99 Bank St (15th Floor)
Event Time: November 22, 2023 (5-8pm)
Event Cost: CFA Members & Candidates: $35. Non-Members: $40
Registration Deadline: November 16 (11:59pm)



The Rideau Club
99 Bank St
(15th Floors)
Ottawa, ON K1P 6B9