1 rich Libsyn https://www.libsyn.com 90 600 Canada has spent a generation underinvesting in the infrastructure and resources that underpin its economy, and that may be starting to change. Canadian small cap equity analyst Dominic Drzazga examines the Build Canada theme: what it actually means beyond the headlines, and what has shifted since the federal election. He walks through the legislative groundwork, from the Building Canada Act to a fast-tracked pipeline of named projects, and explains why the clearest near-term opportunities potentially sit in the middle of the value chain rather than with the eventual asset owners. Above all, he frames Build Canada as a long-horizon shift, one where the discipline is separating the projects that break ground from those that stay on the press release. Key Takeaways What the Build Canada theme really means, beyond physical infrastructure to Canada’s untapped resources and human capital. The legislative changes since the election: the Building Canada Act, faster approvals, and the new Major Projects Office. The project pipeline taking shape, from LNG Canada’s Kitimat expansion to Ontario Power Generation’s small modular reactors. Why the near-term beneficiaries are in the middle of the value chain, not the eventual asset owners. How the portfolio is positioned: Bird Construction, Dexterra Group, and Black Diamond. The key risks: projects that stall, and cost and schedule overruns, and how the team manages them. Companies Mentioned: Bird Construction, Dexterra Group, Black Diamond Group, Aecon, Dow Host: Kevin Minas, CFA, CAIA, Mawer Institutional Portfolio Manager Guest: Dominic Drzazga, CFA, Mawer Equity Analyst &amp;nbsp; This episode is available for download anywhere you get your podcasts. &amp;nbsp; Founded in 1974, Mawer Investment Management Ltd. (pronounced &quot;more&quot;) is a privately owned independent investment firm managing assets for institutional and individual investors. Mawer employs over 250 people in Canada, U.S., and Singapore. &amp;nbsp; Visit us at: https://www.youtube.com/@MawerInvestment https://www.mawer.com https://www.linkedin.com/company/mawer-investment-management/ https://www.instagram.com/mawerinvestmentmanagement/ #ArtOfBoring #MawerInvestmentManagement #MawerInvestment #Podcasts Art of Boring http://www.mawer.com/podcast <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/42173975/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/42173975