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Edgepoint Investment Group Inc.

CIK:0001481669
Asset Manager
$29B AUM
41 holdings
Toronto, ON, Canada
Founded:2008
28 employees
Latest filing:Jun 30, 2025

EdgePoint Investment Group Inc. is an independent, employee-owned investment management firm headquartered in Toronto, Ontario, Canada. Founded in 2008, the firm specializes in a focused, long-term approach to equity and fixed income investing. EdgePoint manages assets for both institutional and individual investors, and as of 2025, has a staff of approximately 28 professionals, with a high proportion dedicated to investment research and management.

Investment Strategy

EdgePoint Investment Group Inc. adheres to a long-term, value-oriented investment philosophy focused on buying shares in businesses they believe are undervalued and misunderstood by the market. They construct concentrated portfolios with a focus on business fundamentals, aiming to avoid the short-term noise of the market. EdgePoint seeks investments in quality companies with sustainable competitive advantages, strong management, and clear growth prospects, considering both global and Canadian opportunities.

Top Buys
O
OROR ROYALTIES INC.
+$607.9M
T
TMOTHERMO FISHER SCIENTIFIC INC
+$364.3M
D
DLTRDOLLAR TREE INC
+$348.4M
A
AMATAPPLIED MATLS INC
+$214.5M
T
TELTE CONNECTIVITY PLC
+$134.7M
Top Sells
E
ELVELEVANCE HEALTH INC
-$563.1M
O
OROSISKO GOLD ROYALTIES LTD
-$507.0M
B
BNBROOKFIELD CORP
-$249.0M
B
BERYBERRY GLOBAL GROUP INC
-$234.2M
G
GOLDBARRICK GOLD CORP
-$135.0M

Top Holdings

D
DLTRDOLLAR TREE INC
+8.1%$1.07B
N
NSCNORFOLK SOUTHN CORP
+8.1%$1.07B
A
AMATAPPLIED MATLS INC
+6.9%$913.8M
Q
QSRRESTAURANT BRANDS INTL INC
+6.5%$857.6M
M
MATMATTEL INC
+6.1%$805.0M

Equity Positions (38)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
D
DLTR
DOLLAR TREE INC8.11%$1.07B10,825,801$117.01$99.04+$348.4M
N
NSC
NORFOLK SOUTHN CORP8.10%$1.07B4,182,921$224.61$255.97+$123.7M
A
AMAT
APPLIED MATLS INC6.91%$913.8M4,991,467$183.59$183.07+$214.5M
Q
QSR
RESTAURANT BRANDS INTL INC6.49%$857.6M12,919,854$58.92$66.29-$56.9M
M
MAT
MATTEL INC6.09%$805.0M40,823,584$15.48$19.72+$102.5M

Industry Allocation

GOLD AND SILVER ORES
+9.1%
SEMICONDUCTORS & RELATED DEVICES
+8.3%
RETAIL-VARIETY STORES
+8.1%
RAILROADS, LINE-HAUL OPERATING
+8.1%
RETAIL-EATING PLACES
+6.5%