“To some degree the North American energy sector has been a victim of its own success,” says Norm Lamarche, CFO and Senior Portfolio Manager at Front Street Capital, in an interview with SmallCapPower.com. He describes some of the challenges for Canadian energy stocks, discusses his outlook for the sector in 2014, and explains why he remains “timid” with respect to much of the resource space.
Front Street Capital is a Canadian money manager with over $1.5 billion in assets under management. Front Street manages various income and equity strategies, mutual funds, and flow-through limited partnerships. Front Street’s portfolio managers have extensive experience in the investment industry with specific expertise in global energy and natural resources, North American technology, and agriculture. The Front Street group employs fundamental analysis, combined with a global macroeconomic perspective and comprehensive knowledge of the corporate landscape.
Companies in the Front Street Special Opportunties Class include Bonterra, RMP, Parex.
