Jason Del Vicario’s Top Picks for Nov. 13, 2026

Summary

• Jason Del Vicario, Portfolio Manager at Hillside Wealth Management, iA Private Wealth, manages a concentrated portfolio of 32 global businesses focused on North American & Global stocks.
• The firm favors challenging economic periods to acquire high-quality companies characterized by strong operator shareholdings & consistent high returns on invested capital.
• Top 10 positions represent 62% of equity weighting, with no currency hedging & a long-term investment mindset that disregards short-term macro factors.
• Top pick PR Times (3922 Tokyo) is Japan's dominant press-release distribution platform with 133,784 clients & 20% average return on equity over four years.
• PR Times shares are down 19% this year despite a dividend-on-equity standard increase from 2% to 9%, trading at 13.5 times trailing earnings.
• Top pick Mortgage Advice Bureau (MAB LON) is the U.K.'s largest mortgage intermediary with 8.2% market share & 18% ownership by founder Peter Brodnicki.
• MAB shares are down 42% this year due to rising administrative costs rather than demand, trading at 9 times trailing adjusted earnings.
• Top pick Dunelm (DNLM LON) is the U.K.'s leading homewares retailer with 38% family ownership & 48% average return on capital employed over five years.
• Dunelm shares are down 21% this year, trading at 11.7 times earnings with a total dividend yield of approximately 5.1% plus a special dividend.
• Past picks from August 25, 2026, include Meta Platforms (12% return), Christian Dior (8% return), & Oddity Tech (24% return), averaging 15% total return.
• Disclosures confirm personal & family portfolio holdings in all mentioned current & past picks.