Lincluden Management LTD
CIK:0001058231
Asset Manager
$2B AUM
77 holdings
Oakville, Canada
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.
Top Buys
N
NTRNUTRIEN LTD.+$34.5M
C
CNQCANADIAN NAT RES LTD+$20.0M
Q
QSRRESTAURANT BRANDS INTL INC.+$13.7M
C
CMCANADIAN IMPERIAL BANK OF COMMERCE+$5.8M
T
TMOTHERMO FISHER+$5.5M
Top Sells
T
TRPTC ENERGY CORP.-$4.5M
K
KRKROGER CO-$3.7M
B
BCEBCE INC-$2.4M
C
COLDAMERICOLD REALTY TRUST-$1.7M
S
SUSUNCOR ENERGY INC-$1.3M
Top Holdings
T
TDTORONTO DOMINION BK ONT+8.1%$73.6M
R
RYROYAL BANK OF CANADA+7.2%$65.3M
C
CNICANADIAN NATIONAL RAILWAY CO+4.8%$43.4M
T
TRPTC ENERGY CORP.+4.8%$43.3M
B
BNSBANK NOVA SCOTIA HALIFAX+4.7%$42.3M
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 |
Industry Allocation
COMMERCIAL BANKS, NEC
+19.3%
TELEPHONE COMMUNICATIONS (NO RADIOTELEPHONE)
+5.8%
RAILROADS, LINE-HAUL OPERATING
+4.8%
NATURAL GAS TRANSMISSION
+4.8%
REAL ESTATE INVESTMENT TRUSTS
+4.8%