December 31 2022

Opportunities for Active Management in Cloud Computing

15 min read

Lisa Moen, Vice President, TDAM

The digital revolution is transforming industries and shuffling the ranks of firm leaders and laggards, as market power shifts to companies that can adapt their business models and take advantage of emerging technologies. At TDAM, we believe a disciplined fundamental active investment strategy can add alpha by identifying these shifts before they are fully reflected in companies’ stock prices.

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