In this episode of InFocus, TriCert Investment Counsel Portfolio Managers Candis Fitch, CIM®, CIWM, and Brayden Morris, CIM®, explore corporate spin-offs and why investors may suddenly see new companies appear in their portfolios.
Brayden explains how a spin-off occurs, why companies separate divisions into independent businesses, and what this means for shareholders who receive shares in the newly created entity.
Using real-world examples, the discussion highlights how spin-offs can help companies sharpen their strategic focus and unlock value by allowing each business to operate independently. Candis and Brayden also explain what investors can expect when a spin-off occurs, including how shares in the new company are typically distributed to existing shareholders.
Recorded on March 10, 2026
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Brayden Morris, CIM®
Brayden joined TriCert Investment Counsel in 2022. As part of the Investment Management and Strategy team, Brayden completes detailed valuation work on core picks, closely monitors assigned companies/sectors, conducts comprehensive financial statement analysis and helps the team develop investment recommendations utilizing the QSect approach focusing on fundamental and industry analysis.
