The Globe and Mail reports in its Saturday edition that Rebecca Teltscher, portfolio manager at Newhaven Asset Management, is keen on ARC Resources. The Globe's Brenda Bouw writes that ARC Resources is a Calgary-based oil and gas company that her firm has held since 2019. "We bought the bulk of it in 2020 and added to it in early February, when the stock dropped by about 10 per cent, to about $23 a share, after its latest earnings report. The company said it would intentionally slow the development of its Attachie project to optimize the well design. It also removed the project's 2026 production guidance. This led three banks to downgrade the stock, and the shares took a dive. We believe management is doing the right thing to get the project right before they deploy more capital to it. Where the market is impatient and doesn't want to wait for results, we're happy to be patient. We know this asset has value and, in the meantime, the rest of its production is fine. As long as the investment thesis on the overall name is intact, which we believe it is, this is a buying opportunity for us. We have a longer-term time horizon." Ms. Teltscher has advice for investors worried about volatile markets: Be patient and do nothing.