RE:DGS NAV rising today, while financials splits craterOne has to admit the fund manager has done a masterful job with this portfolio during these turbulent times. The defensive orientation and broad diversification has served investors well. Dollarama, Restaurant Brands, Loblaw, the railways and high-yielding telecoms have been absolute stalwarts in mitigating the downside in the financials. Teck and Agnico Eagle have also performed superbly over the last few weeks..