Heathbridge Capital Management LTD.
Heathbridge Capital Management Ltd. is an independent asset management firm based in Toronto, Ontario, Canada. Founded in 1994, Heathbridge specializes in discretionary investment management, serving high net worth individuals, families, and institutions. The firm is known for its disciplined, value-oriented approach and moderate employee count, focusing on Canadian and select global equities.
Investment Strategy
Heathbridge Capital Management employs a disciplined, value-focused investment strategy that centers on long-term capital appreciation. The firm primarily invests in high-quality Canadian and U.S. equities, with an emphasis on companies with strong fundamentals, sustainable dividends, and conservative balance sheets. Portfolio construction is driven by rigorous research and risk management, seeking to deliver reliable returns while minimizing downside risk for clients.
Top Holdings
Equity Positions (28)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AEP | AMERCIAN ELEC PWR CO INC | 9.50% | $24.8M | 220,050 | $83.24 | $112.50 | +$1.7M |
T TRP | TC ENERGY CORP | 8.41% | $21.9M | 403,400 | $40.15 | $54.41 | +$2.1M |
V VZ | VERIZON COMMUNICATIONS INC | 8.00% | $20.8M | 474,000 | $49.82 | $43.95 | +$123.3K |
T TD | TORONTO DOMINION BK ONT | 7.65% | $19.9M | 249,550 | $44.94 | $79.95 | -$1.7M |
A AEM | AGNICO EAGLE MINES LTD | 7.53% | $19.6M | 116,550 | $54.85 | $168.56 | +$2.4M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
R Rob Richards | President | Canada |