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Get him on the phone and Mawer Investments’ director of research and portfolio manager Vijay Viswanathan will talk your ear off about how boring he is. A global packaging company headquartered in Toronto, CCL was controlled for decades by the family of founder Gordon Lang. The worst is long behind Manulife, the Canadian insurance and financial services giant, Viswanathan believes, and good years are on their way. By clicking "Create Account", I confirm that I have read and understood each of the website terms of service and privacy policy and that I agree to be bound by them. The day's key business, market and company news, with analysis and opinion from Canadian Business Online's writers.
The CLSA senior analyst and managing director explained to the Fast Money team why he has given Splunk Inc (NASDAQ:SPLK) a Buy rating. Asked what could be the best plays in the cybercrime space, he said that he and his team like Splunk Inc (NASDAQ:SPLK). The Fast Money team noted, however, that these stocks have had roller coaster rides recently.
Shareholders in FireEye Inc (NASDAQ:FEYE) includes Daniel Benton’s Andor Capital Management which had 450,000 shares in the company as of the end of the first quarter.

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Another shareholder is Noam Gottesman’s Glg Partners with a stake that had 420,146 by the end of March. It’s no surprise then that when asked about his investing philosophy, Viswanathan doesn’t offer any mind-blowing tips—no seven secrets to market success.
He added that companies who are able to manage this area well are going to build good businesses. He added that FireEye and Palo Alto Networks are both trading calls and that he will not mention a price target for these stocks.
The temptation is always there to chase instant returns and bubbling stocks, but Viswanathan sticks to what he knows—to solid effect for his clients. Last year, Morningstar named Viswanathan’s Mawer Canadian Equity Fund the country’s best in its class.

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