Pro Picks: High-Conviction Stocks from a $4B Fund Manager | In the Money with Amber Kanwar

Investment portfolios currently favor U.S. equities over Canadian assets, though Canada remains a strategic long-term beneficiary of global supply chain shifts. Cheniere Energy offers a stable, toll-like business model for liquefied natural gas, capitalizing on global demand for secure, non-volatile energy sources. SharkNinja drives growth through rapid product innovation and market share expansion in the consumer appliance sector, effectively disrupting legacy competitors. Meanwhile, Welltower captures the demographic tailwind of an aging population by operating premium senior housing facilities that maintain strong pricing power and consistent occupancy. These selections reflect a focus on "best of breed" assets that provide defensive characteristics and clear growth trajectories, prioritizing operational excellence and market dominance over simple dividend yield.