Sign in

Guardian Capital LP

CIK:0001224324
Asset Manager
$100B AUM
157 holdings
Toronto, ON, Canada
Founded:1962
200 employees
guardiancapital.com
Latest filing:Jun 30, 2025

Guardian Capital LP is a Canadian-based investment management organization founded in 1962 and headquartered in Toronto, Ontario. As a subsidiary of Guardian Capital Group, it provides comprehensive investment management services to institutional investors, private clients, foundations, and sovereign wealth funds. The firm is recognized as one of Canada's oldest and most established independent investment counseling firms, employing an experienced team across investment and client servicing roles.

Investment Strategy

Guardian Capital LP employs a disciplined, research-driven investment approach that focuses on long-term value creation for institutional and private clients. Its strategies include active equity and fixed income management, global asset allocation, and alternative investments, tailored to meet the unique objectives of each client. The firm utilizes proprietary research, fundamental analysis, and risk controls to seek consistent risk-adjusted returns while maintaining a strong client service orientation.

Latest 13F Filing Activity

Guardian Capital LP filed their most recent 13F report on Jun 30, 2025 disclosing 137 equity positions with a total 13F market value of $3B. The fund increased holdings in Royal BK Cda, Bank Montreal Que, Broadcom Inc. among other positions. Guardian Capital LP reduced exposure to Unitedhealth Group Inc., Magna Intl Inc., Apple Inc. among others.

Top Buys
R
RYROYAL BK CDA
+$33.7M
B
BMOBANK MONTREAL QUE
+$33.3M
A
AVGOBROADCOM INC
+$28.6M
O
OTEXOPEN TEXT CORP
+$21.2M
B
BNBROOKFIELD CORP
+$20.5M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$21.0M
M
MGAMAGNA INTL INC
-$16.4M
A
AAPLAPPLE INC
-$9.8M
G
GOLDBARRICK GOLD CORP
-$8.2M
A
ACNACCENTURE PLC IRELAND
-$5.3M

Top Holdings

B
BMOBANK MONTREAL QUE
+8.1%$230.4M
R
RYROYAL BK CDA
+7.4%$210.5M
O
OTEXOPEN TEXT CORP
+4.3%$121.2M
A
AEMAGNICO EAGLE MINES LTD
+4.2%$120.0M
B
BNBROOKFIELD CORP
+3.8%$107.5M

Equity Positions (137)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
B
BMO
BANK MONTREAL QUE8.14%$230.4M2,083,207$76.77$110.63+$33.3M
R
RY
ROYAL BK CDA7.44%$210.5M1,600,205$67.37$131.55+$33.7M
O
OTEX
OPEN TEXT CORP4.28%$121.2M4,155,805$31.93$29.20+$21.2M
A
AEM
AGNICO EAGLE MINES LTD4.24%$120.0M1,009,200$47.40$118.93+$8.5M
B
BN
BROOKFIELD CORP3.80%$107.5M1,739,726$33.14$61.85+$20.5M

Industry Allocation

COMMERCIAL BANKS, NEC
+21.1%
GOLD AND SILVER ORES
+5.5%
CRUDE PETROLEUM & NATURAL GAS
+4.4%
SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN
+4.3%
RETAIL-EATING PLACES
+4.2%

Investment Team (2)

NameRoleLocationLinkedIn
James Francis
James Francis		Client Portfolio ManagerAtlanta, GA , United States
T
Thierry Di Nallo		Vice President, Portfolio ManagerUnited States