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Nexus Investment Management Ulc
Nexus Investment Management ULC is an independent asset management firm headquartered in Toronto, Ontario, Canada. Founded in 1988, the firm manages investment portfolios for private clients (primarily families and individuals) as well as foundations and endowments, requiring a minimum of $1 million in investable assets. Nexus employs around 20 people and manages over $2.6 billion for nearly 600 clients. The firm became a member of Focus Financial Partners’ network in 2020 and is known for providing thoughtful wealth planning, aligning its interests with those of its clients through principal co-investment, and maintaining a fiduciary, no-commission approach.
Investment Strategy
Nexus Investment Management focuses on long-term portfolio management for private clients, foundations, and endowments, utilizing both segregated accounts and pooled funds. The firm's approach is grounded in independent analysis, diversification across equities and fixed income, and a commitment to client-centric, objective advice without commission-driven incentives. Nexus emphasizes cost efficiency by offering pooled funds for smaller accounts, while maintaining the capability to manage fully segregated accounts when beneficial. The firm adheres to a disciplined, research-driven investment process with a focus on capital preservation, steady growth, and tax efficiency aligned with clients' long-term financial goals.
Latest 13F Filing Activity
Nexus Investment Management Ulc filed their most recent 13F report on Jun 30, 2025 disclosing 79 equity positions with a total 13F market value of $669M. The fund increased holdings in Thermo Fisher Scientific Inc., Capital One Financial Corp., Amazon.com Inc. among other positions. Nexus Investment Management Ulc reduced exposure to CVS Health Corporation, American Electric Power Company Inc., Ross Stores Inc. among others.
Top Holdings
Equity Positions (79)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | Meta Platforms Inc. | 8.78% | $58.8M | 79,644 | $177.44 | $738.09 | -$7.9M |
J JPM | JPMorgan Chase & Co. | 8.55% | $57.2M | 197,419 | $54.63 | $289.91 | -$12.8M |
C CSCO | Cisco Systems Inc. | 6.73% | $45.1M | 649,557 | $31.19 | $69.38 | -$13.4M |
C C | Citigroup Inc. | 6.33% | $42.4M | 497,973 | $45.53 | $85.12 | -$8.8M |
A AEP | American Electric Power Company Inc. | 6.12% | $40.9M | 394,407 | $82.90 | $103.76 | -$21.4M |
Industry Allocation
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