Dixon Mitchell Investment Counsel Inc.
Dixon Mitchell Investment Counsel Inc. is an independent, employee-owned asset management firm headquartered in Vancouver, British Columbia, Canada. Established in 2000, the firm provides investment solutions for both individual and institutional clients, managing nearly $4 billion in assets for Canadian Indigenous communities, families, pensions, and foundations. With approximately 41-48 employees, Dixon Mitchell emphasizes a fiduciary duty to clients and a disciplined approach to wealth stewardship, striving for fairness, transparency, and cost control in all client interactions.
Investment Strategy
Dixon Mitchell employs a comprehensive, research-driven investment process focused on accurate appraisal of fundamentals and conviction in decision making. The firm constructs and manages discretionary investment portfolios tailored to client objectives, whether for private individuals or institutions. Their philosophy centers on protecting and growing client assets through rigorous discipline, fundamental analysis, and a long-term perspective. Recommendations for clients are highly personalized, taking into account each client's unique goals, constraints, and stakeholder requirements. The firm is committed to transparency and cost control, fostering alignment between client interests and portfolio manager actions.
Top Holdings
Equity Positions (69)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IEFA | iShares Core MSCI EAFE ETF | 6.35% | $163.4M | 1,957,583 | $73.26 | $83.48 | +$22.9M |
M MSFT | Microsoft Corp | 5.45% | $140.3M | 281,793 | $162.85 | $497.41 | +$38.2M |
V V | Visa Inc | 5.26% | $135.4M | 381,025 | $107.01 | $355.05 | +$5.3M |
T TD | Toronto-Dominion Bank/The | 4.69% | $120.8M | 1,644,468 | $48.63 | $73.45 | +$23.5M |
I ICE | Intercontinental Exchange Inc | 4.67% | $120.1M | 653,838 | $116.76 | $183.47 | -$2.6M |