Gfi Investment Counsel LTD.
GFI Investment Counsel Ltd. is an independent asset management and investment advisory firm headquartered in Toronto, Ontario, Canada. The firm manages portfolios for high-net-worth individuals, families, foundations, and institutions. Founded in 2007, GFI focuses on providing discretionary investment management and wealth planning services with a tailored client approach. Known for its conservative and risk-managed style, GFI aims to preserve and grow client capital through transparent, client-centric service.
Investment Strategy
GFI Investment Counsel Ltd. deploys a disciplined and conservative investment approach, emphasizing capital preservation and long-term growth. The firm typically constructs diversified portfolios of high-quality equities and fixed-income securities, focusing on companies with stable earnings, strong balance sheets, and sustainable dividends. GFI may integrate top-down macroeconomic analysis with rigorous bottom-up company research, seeking to balance risk and return based on each client's goals and risk tolerance. The firm customizes strategies to client profiles, emphasizing transparent communication and prudent management.
Top Holdings
Equity Positions (21)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.06% | $92.4M | 185,666 | $168.64 | $497.41 | +$22.0M |
V V | VISA INC | 9.59% | $88.1M | 247,995 | $127.03 | $355.05 | +$518.3K |
M MCO | MOODYS CORP | 8.80% | $80.8M | 161,060 | $288.68 | $501.59 | +$5.9M |
R ROP | ROPER TECHNOLOGIES INC | 8.65% | $79.4M | 140,102 | $589.58 | $566.84 | -$3.4M |
H HLT | HILTON WORLDWIDE HLDGS INC | 7.99% | $73.3M | 275,235 | $159.68 | $266.34 | +$11.1M |