Gluskin Sheff & Assoc Inc.
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 Holdings
Equity Positions (118)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AON | AON PLC | 6.85% | $56.1M | 157,386 | $289.49 | $356.76 | +$2.7M |
A APO | APOLLO GLOBAL MGMT INC | 5.76% | $47.3M | 333,096 | $71.09 | $141.87 | +$5.7M |
M MSFT | MICROSOFT CORP | 4.73% | $38.8M | 78,014 | $146.96 | $497.41 | +$10.7M |
U UBER | UBER TECHNOLOGIES INC | 3.91% | $32.1M | 343,988 | $48.32 | $93.30 | +$5.3M |
N NVDA | NVIDIA CORPORATION | 3.60% | $29.5M | 186,655 | $26.65 | $157.99 | +$10.2M |