Leith Wheeler Investment Counsel LTD.
Leith Wheeler Investment Counsel Ltd. is an independent, employee-owned asset management firm headquartered in Vancouver, British Columbia, Canada. Founded in 1982, the firm manages assets on behalf of individuals, institutions, foundations, endowments, pensions, and Indigenous communities. It is known for its value-based, long-term investment approach and has grown into one of Canada's leading investment managers, serving clients nationwide with a team of seasoned professionals.
Investment Strategy
Leith Wheeler employs a value-based investment management strategy focused on long-term growth, utilizing disciplined portfolio construction and rigorous fundamental analysis. The firm tailors portfolios for individuals, institutions, and advisors, seeking undervalued assets with the potential for substantial appreciation over time. Their philosophy emphasizes independent thinking, risk management, and low fees, aiming to deliver steady returns by seeing beyond trends and focusing on intrinsic business value.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 33.53% | $471.3M | 759,132 | $314.79 | $620.90 | +$40.5M |
L LHX | L3HARRIS TECHNOLOGIES INC | 3.18% | $44.8M | 178,418 | $212.93 | $250.84 | +$7.8M |
G GOOGL | ALPHABET INC | 3.04% | $42.8M | 242,590 | $148.25 | $176.23 | +$5.8M |
D DIS | WALT DISNEY CO | 2.89% | $40.7M | 327,899 | $97.20 | $124.01 | +$4.7M |
H HSIC | HENRY SCHEIN INC | 2.78% | $39.1M | 535,078 | $73.50 | $73.05 | +$2.6M |