Genus Capital Management Inc.
Genus Capital Management Inc. is an independent asset management firm headquartered in Vancouver, British Columbia, Canada. The firm was founded in 1989 and manages investment portfolios for institutions, foundations, private clients, and high-net-worth individuals. Genus focuses on innovative strategies, including impact investing and sustainable finance, and serves clients primarily in Canada.
Investment Strategy
Genus Capital Management Inc. delivers a broad range of portfolio management services, specializing in responsible investing, ESG (Environmental, Social, Governance) integration, and customized investment solutions for clients. Their approach is data-driven and actively managed, focusing on both equity and fixed income securities. Genus invests across multiple sectors and geographic regions, with an emphasis on sustainability and positive social impact. Their portfolio includes holdings in major technology, healthcare, financials, and fixed-income ETFs, reflecting a diversified and risk-managed philosophy.
Latest 13F Filing Activity
Genus Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 182 equity positions with a total 13F market value of $785M. The fund increased holdings in Ishares TR, Broadcom Inc., Lam Research Corp. among other positions. Genus Capital Management Inc. reduced exposure to Cummins Inc., Motorola Solutions Inc., Abbvie Inc. among others.
Top Holdings
Equity Positions (182)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.13% | $40.3M | 255,193 | $108.38 | $157.99 | +$11.8M |
G GOVT | ISHARES TR | 4.90% | $38.4M | 1,672,954 | $22.98 | $22.98 | +$20.4M |
R RY | ROYAL BK CDA | 2.55% | $20.0M | 152,262 | $113.07 | $131.55 | +$3.2M |
I IBM | INTERNATIONAL BUSINESS MACHS | 2.53% | $19.9M | 67,504 | $248.66 | $294.78 | +$1.7M |
A AGG | ISHARES TR | 2.21% | $17.4M | 175,340 | $98.92 | $99.20 | +$154.9K |