Boudreau Capital Portfolio Review - Power Corporation of Canada
POW.TO (holding update): Holding co owned by Desmarais family. 71% of NAV from Great-West Lifeco (insurance, main growth driver), 13% from IGM, 4.7% from GBL (European holding co, underperforming). 5.9% dividend growth over 5 years, expected 6-7% mid-term. Has delivered 15% annual returns, with double-digit potential continuing.
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