David Barr was a guest on BNN’s Business Day. He was asked about the small cap tech sector in Canada – the landscape and the opportunities, including stock picks Redline (RDL) and Espial (ESP).
“In Canada we have great technology and great company builders, but if you look at the public equity markets most investors focus on the resource industry, particularly in small cap land. Everybody’s neighbour got rich buying moose pasture in Saskatchewan so they want to do it too. We like to take a much more conservative approach and understand businesses and so technology really falls off the radar of a lot of investors.”