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Edgepoint Investment Group Inc.
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.
Latest 13F Filing Activity
Edgepoint Investment Group Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 38 equity positions with a total 13F market value of $13B. The fund increased holdings in Or Royalties Inc., Thermo Fisher Scientific Inc., Dollar Tree Inc. among other positions. Edgepoint Investment Group Inc. reduced exposure to Elevance Health Inc., Osisko Gold Royalties LTD, Brookfield Corp. among others.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DLTR | DOLLAR TREE INC | 8.11% | $1.07B | 10,825,801 | $117.01 | $99.04 | +$348.4M |
N NSC | NORFOLK SOUTHN CORP | 8.10% | $1.07B | 4,182,921 | $224.61 | $255.97 | +$123.7M |
A AMAT | APPLIED MATLS INC | 6.91% | $913.8M | 4,991,467 | $183.59 | $183.07 | +$214.5M |
Q QSR | RESTAURANT BRANDS INTL INC | 6.49% | $857.6M | 12,919,854 | $58.92 | $66.29 | -$56.9M |
M MAT | MATTEL INC | 6.09% | $805.0M | 40,823,584 | $15.48 | $19.72 | +$102.5M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
A Anna Nepravishta | Partner | United States | |
M Mimi Hijleh | Partner | United States |
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