Michael Campbell, host of radio show Money Talks, interviews Paul Beattie, co-founder of BT Global and manager of the BT Global Growth Fund to discuss how he gets superior growth from his portfolio while still maintain a margin of safety for his clients. The BT Global Growth fund has generated a 13.3% net annual return since 2006.

Here are some of the topics Paul discusses with Micheal during the interview:

  • Google’s huge jump
  • U.S. Real Estate sector and housing recovery
  • The direction of the U.S. economy
  • Currency plays and the direction of the Canadian dollar
  • Canadian index bias towards banks
  • Some of the good calls BT Global Growth made in 2015
  • Some of Paul’s favorite sectors (long and short)

Listen to the full interview here: