Beutel, Goodman & Co. LTD.
Beutel, Goodman & Company Ltd. is one of Canada's most respected independent investment management firms, headquartered in Toronto, Ontario. Founded in 1967, the firm specializes in the management of Canadian, US, and international equities, as well as balanced and fixed income mandates. Serving a diversified client base including pensions, endowments, foundations, insurance companies, corporations, governments, and individual investors, Beutel Goodman is recognized for its disciplined long-term value investing approach. The firm employs approximately 77 professionals.
Investment Strategy
Beutel Goodman employs a fundamental, bottom-up value investment philosophy that focuses on buying securities trading at a discount to their intrinsic business value, emphasizing capital preservation and risk mitigation. Their process is heavily research-driven and disciplined, employing strict qualitative and quantitative criteria to identify high-quality, liquid companies with strong cash flows and sound balance sheets. They apply a rigorous risk management process, downside protection, and integrate ESG considerations throughout their investment appraisal, decision-making, and ongoing monitoring, aiming for long-term wealth creation and outperformance for clients.
Top Holdings
Equity Positions (170)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TD | Toronto Dominion Bk | 6.16% | $1.08B | 14,740,291 | $46.69 | $73.45 | +$164.1M |
R RY | Royal Bank Cda | 4.93% | $865.1M | 6,577,072 | $73.11 | $131.55 | +$98.6M |
B BMO | Bank of Montreal | 3.63% | $637.9M | 5,767,972 | $85.11 | $110.63 | +$67.7M |
A AXP | American Express Co | 2.59% | $455.4M | 1,427,713 | $132.72 | $318.98 | +$63.6M |
G GEN | Gen Digital | 2.56% | $448.9M | 15,268,735 | $23.13 | $29.40 | +$9.6M |