Going into the third quarter, we expect macro news to dominate the Canadian small cap market. We also anticipate heightened volatility (and opportunities) due to very poor liquidity over the summer months. In the second half of the year, we are very optimistic that the portfolio will rebound sharply, as the Canadian small cap market benefits from strong global economic fundamentals and diminishing trade rhetoric (which should decrease ahead of the US midterm elections).

If there are any questions as per usual, please do not hesitate to contact me.

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