Signature Select Canadian Fund Comments on Amaya

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Mar 09, 2016

In consumer discretionary, gaming company Amaya (NASDAQ:AYA) has struggled this year. After reviewing the fundamentals in detail as well as our investment thesis, we decided to add to our position. We believe there has been an overreaction to some disappointing but not game-changing events. This bold step is predicated in the belief that these setbacks are temporary.

From the Signature Select Canadian Fund (Trades, Portfolio) Q4 Market Commentary.

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