EdgePoint Investment Group Inc.
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.
Holdings MV
12.44B
Last Updated
2026-03-09
Total Holdings
20
Tracker Performance
EdgePoint Investment Group Inc.
0%
S&P 500
0%
Total Return
+29.74%
Annualized Return
+45.48%
1 Day Change
-0.72%
Sharpe Ratio
2.18
Trade Updates
2026-03-09
Ticker
Name
03/09
Buy
4.46%
Fill Price --
4.72%
Ticker
Name
03/09
Buy
4.60%
Fill Price --
4.82%
Ticker
Name
03/09
Sell
4.11%
Fill Price --
4.04%
Ticker
Name
03/09
Buy
1.48%
Fill Price --
1.53%
Ticker
Name
03/09
Buy
2.26%
Fill Price --
2.30%
Ticker
Name
03/09
Buy
8.39%
Fill Price --
8.55%
Ticker
Name
03/09
Buy
5.21%
Fill Price --
5.58%
Ticker
Name
03/09
Sell
5.72%
Fill Price --
5.71%
Ticker
Name
03/09
Buy
1.33%
Fill Price --
1.37%
Ticker
Name
03/09
Buy
7.49%
Fill Price --
7.55%
Ticker
Name
03/09
Buy
5.62%
Fill Price --
6.14%
Ticker
Name
03/09
Buy
1.97%
Fill Price --
2.03%
Ticker
Name
03/09
Sell
9.43%
Fill Price --
9.11%
Ticker
Name
03/09
Sell
6.86%
Fill Price --
6.36%
Ticker
Name
03/09
Sell
6.86%
Fill Price --
6.36%
Ticker
Name
03/09
Buy
6.58%
Fill Price --
6.63%
Ticker
Name
03/09
Sell
4.63%
Fill Price --
4.48%
Ticker
Name
03/09
Sell
6.68%
Fill Price --
6.45%
Ticker
Name
03/09
Sell
1.47%
Fill Price --
1.37%
Ticker
Name
03/09
Buy
4.85%
Fill Price --
4.90%
Current Holdings
EdgePoint Investment Group Inc. maintains a prominent position in the Medical Biology sector (16.75%), which serves as the cornerstone of the portfolio. The remaining capital is allocated across Leisure Services and other industries, balancing sector-specific growth potential with risk management.
Medical Biology
16.75%
Leisure Services
16.66%
Commerce
14.91%
Non-Ferrous Metals
11.72%
Transportation
6.93%
Other
6.36%
Real Estate
5.71%
Defense
4.82%
Electronics
4.72%
Computer
4.48%
Utilities
4.04%
Auto
2.74%
Mechanical Equipment
1.53%
Internet & Media
0.00%
Symbol
P&L %
Position Size
Ticker
Name
+69.74%
6.14%
Ticker
Name
+58.09%
6.36%
Ticker
Name
+53.05%
5.58%
Ticker
Name
+52.91%
4.72%
Ticker
Name
+22.56%
4.82%
Ticker
Name
+18.94%
8.55%
Ticker
Name
+10.10%
6.45%
Ticker
Name
+9.77%
5.71%
Ticker
Name
+6.38%
9.11%
Ticker
Name
+3.70%
4.04%
Ticker
Name
+2.25%
4.90%
Ticker
Name
-0.99%
2.30%
Ticker
Name
-1.82%
2.03%
Ticker
Name
-1.91%
6.36%
Ticker
Name
-5.96%
1.37%
Ticker
Name
-7.89%
1.53%
Ticker
Name
-8.00%
6.63%
Ticker
Name
-9.77%
1.37%
Ticker
Name
-14.64%
7.55%
Ticker
Name
-25.44%
4.48%
Disclaimer
This simulated portfolio Tracker is based on holdings disclosed in institutional 13F filings. We select the top 20 holdings and construct a portfolio weighted by their relative proportions. Holdings beyond the top 20 are excluded, as their impact on the portfolio is minimal. Focusing on the top 20 enhances practicality and reflects the institution's stock-picking ability. The portfolio is periodically rebalanced to align with updated 13F filings. Note that 13F disclosures typically have a 45-day delay (e.g., Q2 2025 data is disclosed by mid-August). Users should consider this lag when tracking the portfolio, though institutional holdings are generally long-term, emphasizing strategic rationale behind changes. This portfolio is for illustrative purposes only and does not constitute investment advice. All investment decisions are the user's responsibility. Investing involves risks, including potential loss of principal. Past performance is not indicative of future results.
Frequently Asked Questions
How many stocks does EdgePoint Investment Group Inc. currently hold?
As of the latest update on 2026-03-09, the EdgePoint Investment Group Inc. portfolio consists of 20 individual holdings. The portfolio is actively managed to optimize strategy performance.
How has EdgePoint Investment Group Inc.'s portfolio performed recently?
Over the recent period, EdgePoint Investment Group Inc. has demonstrated significant growth. The portfolio currently shows a Total Return of +29.74%, with an Annualized Return of +45.48%, outperforming standard market benchmarks.
What is the total portfolio value (AUM) of EdgePoint Investment Group Inc.?
The current market value of EdgePoint Investment Group Inc.'s disclosed holdings is approximately $12.44B. This figure reflects the value of assets tracked based on their latest filing.