Replay:
Portfolio
Reset 2025

How to (re)position your clients across Canada, the US, and the world in 2025

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Enhance your advice and strengthen your portfolios

Jason Isaac, CAIA, CFA
NCM Global Income Growth Class

Jason will explain how he has continued to capture top-tier returns from US and global equities without being exposed to the over-concentration risk of the Magnificent 7 technology stocks - and how you can too.

Alex Sasso, CFA
NCM Small Companies Class
NCM Income Growth Class

Alex will expose the hidden opportunity in Canadian "mini-blue chip" stocks. Discover a time-sensitive opportunity for better diversification and return potential that other funds are simply missing.

Phil D'Iorio, MBA, CFA
NCM Core Global
NCM Core International

Phil will present the facts around deeply undervalued European markets and Japan's reawakening after a multi-decade slumber. A must-watch for those thinking about risk management in 2025.

Split the ticket

Mainstream mutual funds can have hundreds of overlapping holdings. But at NCM, our highly active and concentrated funds tend to look nothing like the index or our peers. Unlock greater diversification and performance potential by allocating 25% of your next purchase to NCM.

Hear about these topics and more:

>> 2025 outlook for rates, inflation, the economy and markets

>> Corporate takeovers driving big gains in smaller companies

>> Europe's extreme valuation imbalance

>> 17 non-tech stocks that have rocketed 50%+

>> Why Japan is surging and China is struggling

NCM is made for advice

For more information, write to sales@ncminvestments.com or call 1.877.431.1407

NCM Asset Management Ltd. | 1850-333 7th Avenue S.W., Calgary, AB T2P 2Z1 | 310-99 Yorkville Avenue, Toronto, ON M5R 3K5


Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.