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🔈 Pieces of wisdom – 3rd quarter, 2026
Presented by Tye Bousada. Introduction by Sarah Ford
Published October 19, 2026
In this episode of EdgeWise, Tye Bousada shares some of the investment lessons he's learned over the years that he believes could benefit advisors and end investors.
Portfolio performance as at September 30, 2026. Annualized total returns, net of fees (excluding advisory fees), in C$
EdgePoint Global Portfolio, Series F – Since inception (Nov. 17, 2008): 13.68%, 15-year: 13.51%, 10-year: 10.10%, 5-year: 10.59%, 3-year: 16.24%, 1-year: 16.19%, YTD: 11.66%.
EdgePoint Canadian Portfolio, Series F – Since inception (Nov. 17, 2008): 13.76%, 15-year: 12.71%, 10-year: 12.63%, 5-year: 15.41%, 3-year: 17.21%, 1-year: 3.35%, YTD: 2.71%.
Returns greater than one year are annualized. Series F is available to investors in a fee-based/advisory fee arrangement and doesn’t require EdgePoint to incur distribution costs in the form of trailing commissions to dealers.
This podcast is intended as general information only and is not to be relied upon as legal, financial or professional advice. A professional advisor should be consulted regarding your specific situation. It is also not an offer to sell or purchase EdgePoint investment funds.Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. This is not an endorsement or recommendation of any security. EdgePoint Investment Group may be buying or selling positions in securities mentioned. No endorsement of any third parties or their advice, opinions, information, products or services is expressly given or implied by EdgePoint Investment Group. This podcast contains certain statements that may be deemed forward-looking. Please note that any such statements are not guarantees of any future performance results and the actual results or market developments may differ materially from these statements. The whole or any parts of this podcast may not be reproduced, copied, transmitted, or disclosed to third parties without the consent of EdgePoint Investment Group.(5:52) FactSet Research Systems Inc. As at August 14, 2026 about 42% of the S&P 100 Index is exposed to artificial intelligence (AI) as defined by the Goldman Sachs TMT AI Basket (GSTMTAIP Index). The index is a proprietary Goldman Sachs equity basket designed to track U.S.-listed companies exposed to AI and related technologies. The S&P 100 Index is comprised of the 100 largest U.S. companies based on market capitalization. The indexes are not investible.(8:24) Bloomberg LP. Total returns in US$.(8:32) Bloomberg LP. The Nasdaq Composite Index did not surpass its March 2000 peak until November 2013. The Nasdaq Composite Index is a market capitalization-weighted index designed to measure the performance of Nasdaq-listed securities and is heavily weighted toward companies in the information technology sector. The index is not investible.(8:48) Bloomberg LP. Total returns in US$. The S&P 500 Index did not surpass its March 2000 peak until October 2006. The 50% decline experienced during the Great Financial Crisis was measured from October 2007 to February 2009. The S&P 500 Index is a market capitalization-weighted index designed to measure the performance of 500 leading U.S. companies across a broad range of industries. The index is not investible.(9:21) Morningstar Inc. Total returns in C$. Annual returns were used in all calculations to determine time required to recover from declines experienced across the three Portfolios. The three Portfolios referenced are the EdgePoint Global Portfolio, Trimark Fund and Trimark Global Endeavour Fund.(10:21) FactSet Research Systems Inc. As at August 14th, 2026.(10:56) FactSet Research Systems Inc. As at May 31, 2026. Average market capitalization referenced is based on the latest available fund holdings sourced from FactSet Research Systems Inc. The Global Equity category was used to determine the largest competitors to the EdgePoint Global Portfolio, measured by assets under management. EdgePoint Global Portfolio was assigned to the Global Equity category by the CIFSC. The Global Equity category funds invest in securities domiciled anywhere around the world with an average market capitalization greater than the small/mid-cap level. These funds must invest between 10% and 90% of equity holdings in Canadian or U.S. companies. Funds without strict investment restrictions and don’t qualify for other geographic categories are assigned to this category. The MSCI World Index is a broad-based, market-capitalization-weighted index comprising equity securities available in developed markets globally. The index is not investible. We manage our Portfolios independently of the indexes we use as long-term performance comparisons. Differences including security holdings and geographic/sector allocations may impact comparability and could result in periods when our performance differs materially from the index.(12:33) As at July 31st, 2026, S&P Global Inc. was held in the EdgePoint Global Portfolio, EdgePoint Global Growth & Income Portfolio, EdgePoint Canadian Portfolio and EdgePoint Canadian Growth & Income Portfolio.(12:48) FactSet Research Systems Inc. Annual revenue figures from 2015 to 2025 were used in the annualized growth rate calculation.(13:02) S&P Global Inc. 2025 Annual Report.(13:19) FactSet Research Systems Inc. Average return on capital employed measured from 2016 to 2025.(13:30) FactSet Research Systems Inc. A forward price-to-earnings ratio (PE) over the next twelve months was used in calculations. From August 14, 2024 to August 14, 2026 the PE multiple for S&P Global Inc. declined -32%.(13:40) FactSet Research Systems Inc. As at August 14, 2026.(13:46) FactSet Research Systems Inc. As at August 14, 2026. The 12% to 13% figure represents the sum of an estimated 11.5% annualized earnings per share growth rate from 2025 to 2028 and a 0.9% current dividend yield. Estimated growth rates are forward-looking and actual results may differ.(15:31) As at August 20, 2026. Series F of both portfolios were used in return calculations. November 17, 2008 was the inception date for EdgePoint Global Portfolio and EdgePoint Canadian Portfolio. Series F is available to investors in a fee-based/advisory fee arrangement and doesn’t require EdgePoint to incur distribution costs in the form of trailing commissions to dealers.(16:15) Money made for investors represents total returns on investments managed by EdgePoint from November 17, 2008 to July 31, 2026, net of applicable management fees, transaction costs and taxes. It excludes investor-specific taxes and expenses which would reduce returns; actual returns vary based on individual circumstances, account-specific factors and cash flows. Series I fees and fees applicable to separately managed institutional accounts are not reflected in the calculation. Series I is available to investors with necessary minimum investments who have entered into a subscription agreement with EdgePoint Wealth Management Inc.(16:26) Total number of investor accounts increased by approximately 4,200 from July 2025 to July 2026.