Portland Investment Counsel Inc.
Portland Investment Counsel Inc., headquartered in Burlington, Ontario, Canada, is an independent investment fund manager, portfolio manager, and exempt market dealer. Founded in 1986, the firm specializes in providing access to unique private equity, private debt, hedge funds, sustainable investing funds, and public securities for affluent individuals, institutions, and advisors. With a reputation as long-term, value-oriented investors and a focus on quality businesses, Portland serves clients seeking discretionary managed accounts, pooled and alternative investment products, and co-investment opportunities with Portland Holdings group of companies. As of recent filings, Portland is a mid-sized asset manager focused on tailored, transparent wealth creation solutions for investment partners.
Investment Strategy
Portland Investment Counsel follows a long-term, quality-focused investment approach, seeking to preserve and grow client capital by investing in what they consider to be high-quality businesses in strong, growth-oriented industries. The firm emphasizes private and alternative investments, co-investments, private equity, private debt, and alternative strategies typically reserved for institutional and affluent investors. Their philosophy centers on transparency, aligned interests, and minimizing taxes through long-term ownership. The firm distinguishes itself by taking significant positions in its investee companies and prioritizes fair value, patient capital appreciation, and avoiding the short-term noise of public markets.
Top Holdings
Equity Positions (44)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 14.40% | $49.0M | 100,783 | $246.98 | $485.77 | -$7.7M |
O OKLO | OKLO INC | 12.59% | $42.8M | 766,480 | $8.17 | $55.99 | +$25.4M |
M MGA | MAGNA INTL INC | 10.58% | $36.0M | 930,400 | $42.78 | $38.61 | +$12.3M |
T TD | TORONTO DOMINION BK ONT | 8.22% | $27.9M | 380,100 | $54.92 | $73.45 | +$205.0K |
S SOBO | SOUTH BOW CORP | 7.59% | $25.8M | 993,644 | $23.60 | $25.91 | -$3.5M |