Coleford Investment Management LTD.
Coleford Investment Management Ltd. is an independent, employee-owned Canadian boutique wealth management firm headquartered in Toronto, Ontario. Founded in 1991, it provides discretionary portfolio management primarily to high-net-worth families, charitable foundations, and institutional clients. The firm emphasizes a conservative, consistent investment philosophy and personalized client service. Coleford manages both segregated accounts and mutual funds, serving clients throughout Canada with a team of experienced financial professionals.
Investment Strategy
Coleford applies a conservative, consistent investment approach focused on the preservation of capital and long-term compounding of wealth. The firm constructs concentrated portfolios of 20-30 large, market-leading public companies with structurally advantaged business models, selected using both quantitative and qualitative analyses. Portfolio turnover is kept low, and sell decisions are guided by a disciplined, continuous assessment of each holding's fit and expected future earnings power. Fixed income allocations are limited to high quality (single 'A' or higher) Canadian or US government and corporate securities. Coleford's independent ownership allows for unbiased investment selection free of external product conflicts.
Latest 13F Filing Activity
Coleford Investment Management LTD. filed their most recent 13F report on Jun 30, 2025 disclosing 20 equity positions with a total 13F market value of $387M. The fund increased holdings in Oracle Corp., Microsoft Corp., American Express Co. among other positions. Coleford Investment Management LTD. reduced exposure to Becton Dickinson & Co., Berkshire Hathaway Inc. Del, Pepsico Inc. among others.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 9.41% | $36.4M | 73,261 | $421.50 | $497.41 | +$8.8M |
W WMT | WALMART INC | 8.78% | $34.0M | 347,795 | $90.35 | $97.78 | +$3.3M |
O ORCL | ORACLE CORP | 8.20% | $31.8M | 145,229 | $166.64 | $218.63 | +$11.3M |
A AXP | AMERICAN EXPRESS CO | 7.52% | $29.1M | 91,227 | $296.79 | $318.98 | +$4.4M |
G GOOGL | ALPHABET INC | 7.51% | $29.1M | 164,915 | $189.30 | $176.23 | +$3.4M |