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    Wil Wutherich

    Research Analyst at Wutherich & Company

    Wil Wutherich is President and Portfolio Manager at Wutherich & Company Investment Counsel, specializing in small-cap growth stock management for high-net-worth individuals, institutions, and mutual funds. He has delivered notable performance as manager of the Steadyhand Small-Cap Equity Fund, achieving an 8.8% annualized return since its 2007 inception, significantly outperforming the BMO small-cap index. With more than 30 years of investment experience, Wutherich began his career at Standard Life, moved to Van Berkom & Associates, and founded Wutherich & Company in 2000. He holds a B.Sc. in Molecular Biology from McGill University, an MBA from Concordia University, and is registered as an investment counsellor across several Canadian provinces.

    Wil Wutherich's questions to North American Construction Group (NOA) leadership

    Wil Wutherich's questions to North American Construction Group (NOA) leadership • Q4 2024

    Question

    Wil Wutherich asked about the potential impact of tariffs on the company's business, noting it's a common topic on other calls. He also requested more specific details on the first-quarter weather patterns in Australia for the current year and their potential impact on operations.

    Answer

    Joseph Lambert, President & CEO, stated that tariffs have not had a material effect on the business to date, as most equipment is rebuilt in-house or already ordered, and the majority of operations are outside the U.S. Regarding weather, he confirmed that Q1 is Australia's low quarter due to seasonal rains and cyclones, such as the recent Cyclone Alfred. He explained that these weather events, combined with the timing of new growth asset deployments, contribute to Q1 being the lowest-earning quarter of the year.

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