Small / Mid Cap Dividend Fund – Featured

January 11, 2022
Written by Evan Warburton

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Small/Mid Cap Dividend – Q4 2022

HIGHLIGHTS Key positive drivers were Spartan Delta Corp (TSX: SDE), North American Construction Group Ltd. (TSX: NOA), Chorus Aviation Inc. (TSX: CHR) and Exchange Income Corporation (TSX: EIF). A new position is NFI Group Inc. (TSX: NFI), which manufactures and sells buses and aftermarket services internationally. A top five holding is Sylogist Ltd. (TSX: SYZ) with a 4.8% weighting. Sylogist provides enterprise resource planning software solutions. We see it as a high-quality business in large part due to its very sticky business model, which is very cash generative. The company posted 6% organic revenue growth and 20% year-over-year backlog growth…

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