Mario is joined today by Leon Chen and Rob Shilton, members of Kayne’s Los Angeles office. Rob and Leon, whose special focus is on growth equity for tech and tech-enabled businesses, describe the efficiency and resilience that are characteristic of the Canadian companies that make up a large part of their portfolio. They and Mario also discuss the market’s recent shift away from “grow at all costs” to a profitability focus and the opportunities that are emerging as we move into 2023.