The Investment Committee team at Davis Rea Investment Counsel didn’t need to hunt around for companies for its clients to own for protection against inflation.

They were prepared and already had a bunch in their Equity Fund and in segregated accounts that have pricing power and can pass along higher costs to consumers.

Here’s some insight on two of them.

Related stories: “Central Banks Are Not Going to Crush the Economy by Slamming on the Brakes.” – Includes parts 1-5 of Future Proof: Five Global Themes Impacting Your Portfolio