What do you think investors are missing or not looking at deep enough when it comes to your investable universe?

Yeah, so for Canadian investors, I think the US market offers the opportunity to gain exposure to a number of sectors that are not as well represented here in Canada, especially in the small mid cap space.

Everyone talks about AI as a theme that will play out over the next several years.

But in the small mid-cap space, you have industrial companies that are benefiting from exposure to the infrastructure required in order to implement those AI models or be it like investments that are happening in the data center.

or investments in the backup power or power generation needed to run those data centers, as well as various other businesses, including the chip manufacturing and chip supply.

We have some exposure through the memory market as well.

So there's a lot of businesses that play into that AI team that investors in Canada maybe don't have the same level of exposure.

really excited about as we go further into 2026?