From Earnings to Innovation: The State of Industrials and Tech

May 21, 2024
In this episode of InFocus, Mike Gassewitz, CEO at TriCert Financial Group, explores the industrials and technology sectors with TriCert Investment Counsel Portfolio Manager Dave Gill, CFA®, MBA, focusing on Q1 2024 business performance and sector trends.

Listen as they discuss recent developments at Apple and Canadian Pacific Kansas City and how these core picks navigate current market conditions. Learn about sector shifts and what the future holds for these markets.

From Earnings to Innovation: The State of Industrials and Tech

by Dave Gill, CFA®, MBA

Recorded on May 8, 2024

This content has been prepared by TriCert Investment Counsel Inc. The information, including forecast financial information, should not be considered as advice or a recommendation to investors and does not take into account your particular investment objectives or financial situation. Before acting on any information, you should consider the appropriateness of the information and speak with one of our portfolio managers.

All securities and financial products or instrument transactions involve risks, including the risk of adverse or unanticipated market, financial or political developments and, in international transactions, currency risk. This content may contain forward-looking statements, including statements regarding our beliefs on current expectations and market conditions. Readers are cautioned not to place undue reliance on these forward-looking statements. TriCert Investment Counsel Inc. does not undertake any obligation to publicly release the result of any revisions to these forward-looking statements to reflect events or circumstances after the date hereof to reflect the occurrence of unanticipated events. While due care has been used in the preparation of forecast information, actual results may vary in a materially positive or negative manner. Forecasts and hypothetical examples are subject to uncertainty and contingencies outside TriCert Investment Counsel Inc.’s control. Past performance is not a reliable indication of future performance.

Dave Gill, CFA®, MBA

Dave has held roles in business development, client service, research and portfolio management. Dave is passionate about the capital markets and has an unwavering focus on helping clients achieve their financial goals. He spent most of his career working in the investment divisions at some of Canada’s largest financial institutions before rejoining TriCert Investment Counsel in 2023 as a Portfolio Manager. Dave holds a Masters of Business Administration from Western University and is a CFA® charterholder.

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