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Show Notes
When it comes to portfolio construction, identifying companies with sustainable competitive advantages, or moats, can help drive long-term returns. On this episode, Darren McKiernan, Portfolio Manager and Head of Mackenzie Global Equity & Income Team, discusses the concept of the “Dream Team” and the six competitive advantages that guides his team’s investment decisions. Darren also highlights the significance of a company’s capital allocation decisions in relation to its competitive advantages and growth potential.
This episode was recorded on February 26, 2024.