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Why this money manager added to his Paycom position and sold a Japanese consumer review stock

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Why this money manager added to his Paycom position and sold a Japanese consumer review stock
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Open this photo in gallery:Jason Del Vicario, portfolio manager with Hillside Wealth Management at iA Private Wealth Inc. in Vancouver. Del Vicario, portfolio manager with Vancouver-based Hillside Wealth Management at iA Private Wealth Inc., who oversees about $280-million in assets. It’s not just an AI-driven software sale either.

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Open this photo in gallery:Jason Del Vicario, portfolio manager with Hillside Wealth Management at iA Private Wealth Inc. in Vancouver. Illustration by Joel Kimmel.Illustration by Joel kimmelShareSave for laterPlease log in to bookmark this story.Log InCreate Free AccountIn a stock market some investors complain is overvalued, money manager Jason Del Vicario is finding bargains at a rate he hasn’t seen since the 2022 downturn.“It’s fertile hunting grounds for quality-focused investors right now,” says Mr. Del Vicario, portfolio manager with Vancouver-based Hillside Wealth Management at iA Private Wealth Inc., who oversees about $280-million in assets. It’s not just an AI-driven software sale either. Mr.

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