Hillsdale Investment Management Inc.
Hillsdale Investment Management Inc., founded in 1996, is a Toronto-based, independently owned investment boutique specializing in Canadian, U.S. and global equities, employing a mix of fundamental and quantitative investment approaches. Hillsdale leverages traditional and scientific principles, using quantitative tools and evidence-based, systematic processes in fundamental equity research. The firm delivers investment strategies for institutional investors, pension funds, foundations, and other sophisticated clients. As of 2025, Hillsdale manages billions in assets and employs approximately 40 professionals.
Investment Strategy
Hillsdale employs a combined fundamental and quantitative approach to investing, applying systematic, evidence-based processes powered by proprietary research and large-scale financial data. The firm focuses on Canadian, U.S., and global equities, building portfolios based on quantitative models enhanced by fundamental analysis and rigorous risk management. Their process emphasizes disciplined data analysis and continuous refinement to deliver high-quality investment strategies and consistent performance for institutional and sophisticated investors.
Top Holdings
Equity Positions (606)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RY | Royal Bank of Canada | 4.06% | $110.0M | 833,778 | $112.52 | $131.55 | +$1.2M |
C CM | Canadian Imperial Bank of Commerce | 3.06% | $82.8M | 1,165,737 | $55.80 | $70.83 | +$10.7M |
E ENB | Enbridge Inc | 2.92% | $79.0M | 1,741,794 | $42.46 | $45.32 | +$11.3M |
S SHOP | SHOPIFY INC | 2.36% | $64.0M | 554,136 | $99.50 | $115.35 | +$4.9M |
B BMO | Bank of Montreal | 2.26% | $61.3M | 552,939 | $96.34 | $110.63 | +$162.7K |