The Globe and Mail reports in its Saturday, Jan. 3, edition that CIBC Asset Management portfolio manager Craig Jerusalim advises that during this strong equity period, it is crucial to understand what you own and the sustainability of earnings and cash flows. The Globe's Darcy Keith writes that while momentum and thematic investing have concealed mistakes, quality attributes will regain importance in 2026, with fundamentals becoming the key factor for returns. Last year, DRI Healthcare was a top pick of Mr. Jerusalim's. He says it "was a rare non-resource selection that significantly outperformed the market." He adds: "While DRI remains a high-conviction, long-term core holding owing to the reliability and growth of its royalty cash flows, we believe our current top pick, Trisura Group, offers even greater upside potential. Trisura is a specialty insurer that is experiencing robust growth on both sides of the border, and that consistently delivers high returns on equity while gaining market share. Despite its impressive performance, Trisura trades at a substantial discount to its peers -- less than 12 times forward earnings and under two times book value -- reflecting a compelling valuation opportunity."