Guardian Capital LP
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.
Top Holdings
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BMO | BANK MONTREAL QUE | 8.14% | $230.4M | 2,083,207 | $76.77 | $110.63 | +$33.3M |
R RY | ROYAL BK CDA | 7.44% | $210.5M | 1,600,205 | $67.37 | $131.55 | +$33.7M |
O OTEX | OPEN TEXT CORP | 4.28% | $121.2M | 4,155,805 | $31.93 | $29.20 | +$21.2M |
A AEM | AGNICO EAGLE MINES LTD | 4.24% | $120.0M | 1,009,200 | $47.40 | $118.93 | +$8.5M |
B BN | BROOKFIELD CORP | 3.80% | $107.5M | 1,739,726 | $33.14 | $61.85 | +$20.5M |