EdgePoint Investment Group Inc.

EdgePoint Investment Group Inc. is an investment management firm based out of Toronto, Canada. The company was established in 2008 by Geoff MacDonald, Tye Bousada, and other founding partners. EdgePoint Investment Group is currently headed by Geoff MacDonald and Tye Bousada who act as the company’s co-CEOs and has grown from its inception despite starting out during the 2008 financial crisis and launching zero new funds since its original establishment. EdgePoint Investment Group currently offers its EdgePoint Canadian Portfolio, EdgePoint Canadian Growth and Income Portfolio, EdgePoint Global Portfolio, and EdgePoint Global Growth and Income Portfolio. The company conducts its research internally and invests in the public equity and fixed income markets on a global scale. The firm has a long term perspective and strives to focus on companies with “strong competitive positions, defendable barriers to entry and long-term growth prospects that are run by competent management teams.” EdgePoint Investment Group invests most heavily in the finance sector, which alone makes up almost a quarter of the company’s total asset allocations, and also invests in the information technology sector, making up another fifth of its total holdings, industrials, health care, consumer discretionary, and materials sectors, among others to a lesser degree, in order of decreasing allocations. The company’s top holdings include American International Group Inc., Alere Inc., Te Connectivity, JPMorgan Chase & Co., Wells Fargo & Co., Service Corp. International Inc., Wabco Holdings Inc., and Microsoft Corp. EdgePoint Investment Group Inc.’s top 10 holdings together make up over half of its total asset allocations and the company has a turnover rate of approximately 10.5%. The company’s portfolios are split into various series with the majority of its portfolios established in its inception year in 2008 and another non HST series of portfolios established in 2010. Almost all of its portfolios have experienced over 10% in total growth since their inception.