From Cavities to Cash Flow: Inside Mike Vinokur’s Investment Strategy
How Mike Vinokur is navigating market volatility with three strategic picks across healthcare, media, and energy

The markets are charging ahead, and Mike Vinokur is treading carefully but confidently. As Portfolio Manager and Senior Wealth Advisor at Propellus Wealth Partners under IA Private Wealth, Vinokur is no stranger to market momentum, mispriced opportunity, and disciplined timing. With North American large caps at the core of his strategy, his latest top picks—Dental Corp, IAC, and Cenovus—are a reflection of his sharp-eyed approach to value, growth, and resilience in uncertain times.
Navigating a Volatile Macro Landscape
After a turbulent start to the year marked by geopolitical tension and tariff worries, North American equity markets have rebounded with notable strength. But beneath the rally, cracks are starting to show. The tech sector has masked broader fragilities, propping up indices while unemployment claims begin to creep higher and housing activity starts to cool. Inflation, tame so far in 2025, may yet return with a vengeance as energy prices climb and the full effect of tariffs kicks in during the back half of the year. It’s a recipe for volatility—and that’s exactly where selective opportunity thrives.
Vinokur is keeping 30 per cent of his equity mandates in cash, a clear sign of caution. But when he does deploy capital, he’s going for companies with solid fundamentals and room to outperform.
