DM Monthly Report – Summer 2023

ABSTINENCE OR ENGAGEMENT? Nearly three years ago, DM launched its Environmental, Social, & Governance (ESG) Evaluation Framework, which has become an integral part of our analytical process. For a few reasons, we decided not to outsource this work to a third-party rating agency — as is common practice in the investment industry – and instead, developed our own proprietary in-house solution.

FEATURE STOCK: Dollarama (DOL) DOL shares have been a significant contributor to DM equity returns since we took our first position in 2014.

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