In this video, Josh Sheluk, Chief Investment Officer and Portfolio Manager at Verecan Capital Management, discusses recent trades and investments made by the firm. We’ve trimmed our position in Generac after a 40% rise in stock value and sold our stake in Hanesbrands due to an acquisition by Gildan Activewear. We have instead invested in Agilent Technologies, a medical technology firm. Additionally, we trimmed our position in Shopify due to its significant growth. Sheluk highlights the firm’s emphasis on risk management and diversification. Finally, he outlines the deep research process employed by our investment committee to identify and evaluate new investment opportunities.