Lincluden Management LTD
Lincluden Management Ltd is a Canadian asset management firm headquartered in Oakville, Ontario. The firm was founded in 1982 and provides investment management services to institutional clients, including pension funds, foundations, and other organizations. Lincluden specializes in multi-asset class investment strategies and employs professionals dedicated to serving a broad institutional client base.
Investment Strategy
Lincluden Management Ltd pursues a disciplined, value-oriented investment strategy across multiple asset classes, focusing on fundamental research and long-term portfolio growth. The firm seeks undervalued opportunities across equity and fixed income markets, emphasizing risk management and alignment with client investment objectives.
Latest 13F Filing Activity
Lincluden Management LTD filed their most recent 13F report on Jun 30, 2025 disclosing 75 equity positions with a total 13F market value of $905M. The fund increased holdings in Nutrien LTD., Canadian Nat Res LTD, Restaurant Brands Intl Inc. among other positions. Lincluden Management LTD reduced exposure to TC Energy Corp., Kroger Co., Bce Inc. among others.
Top Holdings
Equity Positions (75)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TD | TORONTO DOMINION BK ONT | 8.13% | $73.6M | 1,001,139 | $50.94 | $73.45 | +$2.7M |
R RY | ROYAL BANK OF CANADA | 7.21% | $65.3M | 495,708 | $71.70 | $131.55 | +$4.1M |
C CNI | CANADIAN NATIONAL RAILWAY CO | 4.80% | $43.4M | 417,087 | $94.24 | $104.04 | +$3.7M |
T TRP | TC ENERGY CORP. | 4.78% | $43.3M | 887,602 | $34.63 | $48.79 | -$4.5M |
B BNS | BANK NOVA SCOTIA HALIFAX | 4.67% | $42.3M | 764,860 | $54.10 | $55.27 | +$5.2M |