Guardian Capital LP

GUARDIAN CAPITAL LP

Guardian Capital is a private investment management company based out of Toronto. The company was established by Norman Short, Ralph Horner and Alan Grieve in 1962 as Guardian Management Ltd. The company had its IPO in 1969 on the Toronto Stock Exchange and would change its name to Guardian Capital Group Limited in 1973. Guardian Capital would continue to grow, acquiring Ruggles & Crysdale in 1985 and establishing Guardian Group of Funds (GGOF) Ltd in 1986 to provide open ended mutual fund services. The company would then acquire Fiscal Consultants in 1987, creating a spinoff company Guardian Capital Inc. from the investment management division in the same year. Guardian Capital continued to grow, spinning off companies such as Alexandria Bancorp in 1990 and establishing its private wealth services business under Guardian Global Bancorp in 1992. In 2004, Guardian Capital Inc. would be renamed and restructured to form the current Guardian Capital LP. Guardian Capital LP conducts its research internally, utilizing both bottom up and top down methodologies with a fundamental analysis. The company invests in fixed income and public equity markets on a global scale, emphasizing an investment focus in Canada. Guardian Capital invests most heavily in the finance sector, which alone makes up a third of its total asset allocations, and also invests in the energy, consumer discretionary, materials, information technology, and utilities and telecommunications sectors, among others to a lesser degree, in order of decreasing allocation. The company currently has 62 employees with 25 investment professionals and holds almost $20 billion in total assets under management spread across 367 accounts with all by 91 of the accounts being discretionary, making up a minority $2.1 billion of its assets. Guardian Capital mainly caters to pension and profit sharing plans, which alone makes up almost half of its client base, and also provides services to a variety of other clientele. Its line of mutual funds currently includes its Balanced Income, Growth Equity, and Short Duration Bond funds, among many others.

Holdings MV

2.00B

Last Updated

2026-01-26

Total Holdings

Tracker Performance

Guardian Capital LP

S&P 500

Total Return

+24.54%

Annualized Return

+45.67%

1 Day Change

-0.17%

Sharpe Ratio

3.09

Trade Updates

2026-01-26

Ticker

Name

01/26

Sell

3.50%

Fill Price --

3.45%

Ticker

Name

01/26

Buy

9.72%

Fill Price --

9.81%

Ticker

Name

01/26

Sell

5.96%

Fill Price --

5.91%

Ticker

Name

01/26

Sell

3.00%

Fill Price --

2.96%

Ticker

Name

01/26

Sell

11.60%

Fill Price --

11.50%

Ticker

Name

01/26

Buy

5.98%

Fill Price --

6.00%

Ticker

Name

01/26

Sell

5.03%

Fill Price --

5.01%

Ticker

Name

01/26

Buy

4.25%

Fill Price --

4.30%

Ticker

Name

01/26

Buy

2.70%

Fill Price --

2.74%

Ticker

Name

01/26

Sell

2.64%

Fill Price --

2.63%

Ticker

Name

01/26

Sell

2.66%

Fill Price --

2.63%

Ticker

Name

01/26

Buy

3.42%

Fill Price --

3.48%

Ticker

Name

01/26

Buy

3.86%

Fill Price --

3.88%

Ticker

Name

01/26

Buy

5.74%

Fill Price --

5.77%

Ticker

Name

01/26

Sell

3.74%

Fill Price --

3.72%

Ticker

Name

01/26

Sell

13.10%

Fill Price --

13.04%

Ticker

Name

01/26

Buy

4.59%

Fill Price --

4.61%

Ticker

Name

01/26

Buy

2.37%

Fill Price --

2.45%

Ticker

Name

01/26

Sell

3.71%

Fill Price --

3.68%

Current Holdings

Banks

33.23%

Computer

12.70%

Mining

11.21%

Non-Ferrous Metals

9.81%

Electronics

8.87%

Non-Bank Financials

6.00%

Medical Biology

3.88%

Leisure Services

3.72%

Commerce

2.74%

Internet & Media

2.63%

Transportation

2.63%

Utilities

2.45%

Symbol

P&L %

Position Size

Ticker

Name

+86.77%

9.81%

Ticker

Name

+74.56%

5.91%

Ticker

Name

+45.71%

2.96%

Ticker

Name

+36.77%

4.61%

Ticker

Name

+29.71%

5.01%

Ticker

Name

+29.17%

11.50%

Ticker

Name

+25.97%

3.68%

Ticker

Name

+25.46%

13.04%

Ticker

Name

+23.96%

3.88%

Ticker

Name

+17.89%

3.45%

Ticker

Name

+17.12%

2.63%

Ticker

Name

+16.92%

4.30%

Ticker

Name

+13.28%

6.00%

Ticker

Name

+7.94%

2.30%

Ticker

Name

+1.90%

3.72%

Ticker

Name

+0.77%

5.77%

Ticker

Name

-1.98%

2.74%

Ticker

Name

-3.37%

3.48%

Ticker

Name

-9.19%

2.63%

Ticker

Name

-15.13%

2.45%

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.