In this episode of InFocus, CEO Mike Gassewitz sits down with Portfolio Manager Dave Gill, CFA®, MBA, to explore how the technology and industrial sectors are performing. The conversation highlights Microsoft’s AI strategy, capital investment ramp-up, and evolving market expectations, illustrating how long-term fundamentals can diverge from short-term sentiment. The discussion explores why some strong earnings results still elicited lukewarm reactions and what current valuations reveal about investor sentiment.
Together, they discuss why TriCert’s focus on quality companies, strong balance sheets, and long-term thinking continues to offer clarity and confidence amid uncertainty in the sectors.
Recorded on June 12, 2025
Dave Gill, CFA®, MBA
Dave has held roles in business development, client service, research and portfolio management. Dave is passionate about the capital markets and has an unwavering focus on helping clients achieve their financial goals. He spent most of his career working in the investment divisions at some of Canada’s largest financial institutions before rejoining TriCert Investment Counsel in 2023 as a Portfolio Manager. Dave holds a Masters of Business Administration from Western University and is a CFA® charterholder.
