The Globe and Mail reports in its Wednesday, Oct. 16, edition that RBC Global Asset Management manager Marcello Montanari sees today's declining interest rate environment creating investment opportunities. The Globe's Brenda Bouw writes that according to Mr. Montanari, this environment is favourable for younger, less mature and faster-growing companies. Mr. Montanari oversees about $6.3-billion across various growth strategies. The fund's top holdings as of Aug. 31 were Nvidia at 10.5 per cent, Apple at 9.6 per cent, Google parent Alphabet at 7.3 per cent, and Facebook and Instagram parent Meta at 5.2 per cent. Eli Lilly & Co. is the top health care holding and the sixth-largest position at 3.7 per cent, followed by UnitedHealth Group at 2.7 per cent. The fund has returned 25.4 per cent year-to-date and 31.9 per cent over the past 12 months. Its three-year annualized return is 12.3 per cent and its 10-year annualized return is 18.4 per cent. The performance is based on total returns, net of fees, as of Aug. 31. Mr. Montanari describes his team "first and foremost" as business analysts who try to understand industries and businesses, and then as stock analysts who use their picks to build durable portfolios.