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Gluskin Sheff & Assoc Inc.

CIK:0000905790
Asset Manager
$19B AUM
118 holdings
Toronto, ON, Canada
Founded:1984
110 employees
Latest filing:Jun 30, 2025

Gluskin Sheff + Associates Inc is a Toronto-based investment and wealth management company founded in 1984. The firm primarily serves high net worth clients, including entrepreneurs, professionals, family trusts, private foundations, pension and profit sharing plans, pooled investment vehicles, charitable organizations, corporations, institutions, insurance companies, and estates. As of its last operations, the company was an independent investment manager with a focus on private clients and institutional investors. It was acquired by Onex Corp. and, as of 2023, is being shut down; historically, it has been a well-known name in Canadian financial services with an employee count previously exceeding 100.

Investment Strategy

Gluskin Sheff + Associates delivers discretionary investment management services with a variety of portfolio models separated from client asset mix advice. Their strategies include long-only equity (Canadian, U.S., and global), credit alternative, and fixed income, using diverse investment methodologies and approaches. They offer models focused on equities and equity-related securities and also provide access to non-equity-correlated fixed income and credit alternatives, aiming for balanced risk and returns for high net worth and institutional clients.

Top Buys
E
EFAISHARES TR
+$26.4M
M
MSFTMICROSOFT CORP
+$10.7M
N
NVDANVIDIA CORPORATION
+$10.2M
E
ENSGENSIGN GROUP INC
+$9.0M
A
AVGOBROADCOM INC
+$5.9M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$8.3M
K
KBRKBR INC
-$7.1M
T
TDTORONTO DOMINION BK ONT
-$4.0M
B
BNBROOKFIELD CORP
-$3.5M
E
ENBENBRIDGE INC
-$3.3M

Top Holdings

A
AONAON PLC
+6.8%$56.1M
A
APOAPOLLO GLOBAL MGMT INC
+5.8%$47.3M
M
MSFTMICROSOFT CORP
+4.7%$38.8M
U
UBERUBER TECHNOLOGIES INC
+3.9%$32.1M
N
NVDANVIDIA CORPORATION
+3.6%$29.5M

Equity Positions (118)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AON
AON PLC6.85%$56.1M157,386$289.49$356.76+$2.7M
A
APO
APOLLO GLOBAL MGMT INC5.76%$47.3M333,096$71.09$141.87+$5.7M
M
MSFT
MICROSOFT CORP4.73%$38.8M78,014$146.96$497.41+$10.7M
U
UBER
UBER TECHNOLOGIES INC3.91%$32.1M343,988$48.32$93.30+$5.3M
N
NVDA
NVIDIA CORPORATION3.60%$29.5M186,655$26.65$157.99+$10.2M

Industry Allocation

SERVICES-BUSINESS SERVICES, NEC
+9.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.6%
INSURANCE AGENTS, BROKERS & SERVICE
+7.9%
SERVICES-PREPACKAGED SOFTWARE
+7.5%
SEMICONDUCTORS & RELATED DEVICES
+6.8%