EDGEPOINT INVESTMENT GROUP other names

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Adviser Profile

As of Date:

06/26/2024

Adviser Type:

- Large advisory firm
- Outside the United States

Number of Employees:

26

of those in investment advisory functions:

10

Registration:

SEC, Approved, 2/1/2021

AUM:

26,199,312,172 6.59%

of that, discretionary:

26,199,312,172 6.59%

Private Fund GAV:

0

Avg Account Size:

1,541,136,010 -18.49%

SMA’s:

YES

Private Funds:

0

Contact Info

866 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
25B 21B 18B 14B 11B 7B 4B
2020 2021 2022

Recent News

EdgePoint Investment Group Inc. Buys Willis Towers Watson PLC, Anthem Inc, Gentex Corp, Sells ...
11/16/2021

Related Stocks: ANTM, APO, CP, CVE, CPG, WLTW, GNTX, PCG, TCX, AON, SU, MFC,

gurufocus.com

Manulife Financial Corp. CL A Pfd. Series 2
04/05/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

CSX Corp.
04/05/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Pulse Seismic Inc.
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

EdgePoint Global Portfolio
04/01/2021

The Fund's objective is to provide long-term capital appreciation by investing primarily in global equity securities. Address EdgePoint Investment Group Inc 150 Bloor Street West, Suite 500 ...

Bloomberg

Element Fleet Management Corp.
03/31/2021

1 Day EFN -0.72% DJIA -0.26% S&P 500 0.36% Business/Consumer Services -0.76% David F. Denison Chairman Royal Bank of Canada, BCE, Inc., The Bell Telephone Company of Canada, Royal Bank of Canada ...

Wall Street Journal

Private Funds

No private funds

Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
08579W103 BERRY GLOBAL GROUP INC $879,390,901 7.00% 7.00% 10.00%
655844108 NORFOLK SOUTHN CORP $813,554,015 7.00% -15.00% 1.00%
76131D103 RESTAURANT BRANDS INTL INC $811,906,557 7.00% -7.00% 5.00%
577081102 MATTEL INC $659,392,674 6.00% -25.00% -9.00%
256746108 DOLLAR TREE INC $737,104,205 6.00% -25.00% -7.00%
036752103 ELEVANCE HEALTH INC $686,521,448 6.00% 6.00% 1.00%
74935Q107 RB GLOBAL INC $649,157,490 5.00% -1.00% -1.00%
533900106 LINCOLN ELEC HLDGS INC $518,209,737 4.00% 9.00% 48.00%
747525103 QUALCOMM INC $423,503,886 4.00% 9.00% -7.00%
11271J107 BROOKFIELD CORP $470,715,909 4.00% -1.00% -1.00%

Brochure Summary

Overview

A. General Description of Advisory Firm EdgePoint Investment Group Inc. (“EdgePoint”) is an independently owned discretionary investment manager based in Toronto. We are long-term investors in businesses. We view a stock as an ownership interest in a company and endeavour to acquire these ownership stakes at prices below our assessment of their true worth. The firm was founded in 2008 by Tye Bousada, Geoff MacDonald, Patrick Farmer and Robert Krembil. On November 4, 2008, EdgePoint completed an initial public offering (IPO) and a private offering of Cymbria Corporation, a corporate issuer. Following the IPO, EdgePoint Wealth Management Inc. (“EdgePoint Wealth”), an independent employee- owned investment management firm was launched. EdgePoint Wealth partners with financial advisors across Canada to distribute its portfolios designed with the goal of building long-term wealth for investors. EdgePoint is independent and wholly-owned by the founders Tye Bousada, Patrick Farmer, Geoff MacDonald and Robert Krembil1. Principal owners include two of the firm’s founders and members of the Investment team – Tye Bousada (who holds shares through a personal holding company, Elevation 3 Holdings Inc.) and Geoff MacDonald (who holds shares through a personal holding company, Blooming Point Holdings Inc.). B. Types of services offered EdgePoint plans to offer
discretionary investment management services to U.S. institutional investors (foundations, pension portfolios, etc.) through separately managed accounts (each a “Client” and collectively, “Clients”). EdgePoint advises other non-US based clients (each a “Non-US Client” and collectively, “Non-US Clients”), such as retail mutual funds, pooled investment vehicles, separately managed accounts, and Cymbria. EdgePoint invests Non-US Clients in US, Canadian and other global equities, fixed income and private equity. It intends to invest Client assets in U.S., Canadian and other global equities. C. Availability of Customized Services for Individual Clients The investments for each separately managed account Client planned to be managed in accordance with the Client’s investment objectives and various restrictions and limitations that are negotiated with or provided by such Client. Such restrictions and investment limitations are monitored by EdgePoint using compliance systems and other techniques. D. Wrap Fee Programs EdgePoint does not participate in wrap fee programs. E. Assets under management As of March 31, 2023, EdgePoint manages approximately US$21.9 billion in assets on a discretionary basis. EdgePoint does not manage any assets on a non-discretionary basis. 1 Robert Krembil is not involved in the daily operations of EdgePoint. He engages in advisory activities for his own business unrelated to EdgePoint.