How this $3.3-billion fund manager is picking stocks to withstand a trade war

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Open this photo in gallery: Jeff Mo, portfolio manager with Mawer Investment Management Ltd.The Globe and Mail Money manager Jeff Mo believes he has the right investing strategy as U.S. President Donald Trump’s aggressive trade policies rock markets and cause widespread economic anxiety. The Mawer Investment Management Ltd. portfolio manager says he’s sticking with companies with a strong competitive advantage that he believes can withstand a world of potentially slower growth, higher costs and inflation. “How we choose companies becomes even more important because, when the pricing of your inputs or outputs potentially change quite a bit in short periods...