Canoe Financial LP
Canoe Financial LP is a leading independent investment management firm headquartered in Calgary, Alberta, Canada. Founded in 2008, Canoe Financial offers a broad range of investment products including mutual funds, closed-end funds, and alternative investments. With over 1,400 employees, it serves Canadian investors nationwide through offices in Calgary, Toronto, and Montreal, and is registered as an investment fund manager and portfolio manager in multiple Canadian provinces. The firm manages over $20 billion in assets and is known for its active management, diverse product lineup, and commitment to serving both institutional and individual clients.
Investment Strategy
Canoe Financial practices active investment management with a focus on providing Canadian investors with access to a diversified range of mutual funds, closed-end funds, and alternative investment products. The firm emphasizes strong performance, risk management, and tailored investment solutions to meet varying investor needs. Canoe’s strategies leverage the expertise of its investment professionals to identify opportunities in equity, fixed income, and alternative markets, aiming for income generation and long-term capital growth through diligent research, active security selection, and disciplined portfolio construction.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSM | TAIWAN SEMICONDUCTOR MANUFACTU | 5.36% | $375.4M | 1,344,173 | $179.16 | $279.29 | +$33.1M |
G GOOGL | ALPHABET INC | 4.08% | $286.0M | 1,176,314 | $183.63 | $243.10 | +$51.8M |
M MSFT | MICROSOFT CORP | 4.03% | $282.0M | 544,381 | $421.99 | $517.95 | -$7.0M |
C CNI | CANADIAN NATIONAL RAILWAY CO | 3.73% | $261.0M | 2,768,282 | $100.84 | $94.30 | -$11.3M |
W WFC | WELLS FARGO & CO | 3.34% | $234.0M | 2,792,029 | $61.44 | $83.82 | -$37.9M |