Foyston, Gordon, & Payne Inc.
Foyston, Gordon & Payne Inc. (FGP) is an independent, employee-owned investment management firm specializing in value-oriented, long-term, bottom-up investing across Canadian equities, global equities, and fixed income. The firm serves institutional clients, high-net-worth individuals, families, and Indigenous communities, emphasizing rigorous research, quality, value, and a high-conviction approach. FGP is known for its disciplined investment process, alignment of employee and client interests, and a strong commitment to corporate responsibility, diversity, and social impact through its foundation.
Investment Strategy
Long-term, bottom-up, value-oriented investing with a focus on quality at attractive valuations. Strategies include Canadian Equity, Global Equity, International Equity, U.S. Equity, Balanced, and Canadian Fixed Income. The firm employs a high-conviction approach driven by fundamental research and active management.
Top Holdings
Equity Positions (52)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp. | 8.46% | $37.1M | 74,670 | $117.16 | $497.41 | +$10.2M |
P PM | Philip Morris International Inc. | 7.36% | $32.3M | 177,516 | $95.84 | $182.13 | +$1.0M |
M META | Meta Platforms, Inc. | 6.54% | $28.7M | 38,905 | $241.12 | $738.09 | +$7.4M |
A AVGO | Broadcom Inc. | 6.16% | $27.1M | 98,196 | $121.20 | $275.65 | +$10.3M |
F FI | Fiserv Inc. | 4.93% | $21.6M | 125,484 | $132.04 | $172.41 | -$2.2M |