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EdgePoint Global Portfolio

A concentrated collection of quality businesses from around the world with growth potential.

Investment approach

The Portfolio seeks to provide long-term capital appreciation by investing primarily in global companies with strong competitive positions, defendable barriers to entry, long-term growth prospects and competent management teams. Our team of portfolio managers acquires ownership stakes in these companies at prices below its assessment of their true value.

Learn more about our investment approach

Investment Team

Your investment team brings diverse investment experience, perspectives and skills to the table. They work together, take ownership of their investment ideas and tap into their past experiences where they fulfilled a variety of diverse mandates. Their team-based mindset also allows them the time and freedom to conduct the kind of extensive legwork required to really get to know a business inside and out.

Click below to find out more about the team's members.

Alex O'HaraAndrew PastorClaire ThornhillDerek SkomorowskiFrank Mullen, Geoff MacDonald, George Droulias, Jason Liu, Jeff Hyrich, Jinhyung Kwon, Lee Matheson, Steven Lo, Sydney Van Vierzen, Tracey Chen, Tye Bousada

Portfolio Information

As at March 31, 2022

Risk Profile Low
High
Nov. 17, 2008
Start date
$20,000
Minimum investment
43
Number of holdings
Annual
Distributions
Aug. 3, 2010
Start date (non-HST series)
$11.2B
Total assets
$55.0B
Market cap†
Monthly
Distributions (T series)
Nov. 2, 2021
Start date (T series)
Global Equity
Category

Weighted average in C$, excluding fixed income and cash.

Sector Allocation

As at March 31, 2022

Market-cap breakdown

Portfolio's weighted-average market capitalization: $55.0B. As at March 31, 2022.
Market cap% of equity holdings# of holdings
Source: FactSet Research Systems Inc. As at December 31, 2021.
Figures in C$. Excludes cash, fixed-income holdings, warrants and private companies.

EdgePoint of View

Sector breakdown: Provided only because the industry feels it helps explain portfolio diversification and risk. We believe risk is best managed by diversifying by business idea rather than using traditional sector allocations.

Risk profile: Risk is typically defined as standard deviation or volatility compared to an index. While we follow this methodology due to regulatory requirements and classify the Portfolio risk as moderate, we view real risk as the potential for a permanent loss of capital. By this measure, we believe portfolio risk is further reduced.

Taxes: Outside of the management fee, taxes are the biggest component of the Portfolio’s management expense ratio (MER).

Low-cost operation: With a focused product offering and no expensive marketing campaigns, we’re able to pass on savings to our investors through lower MERs, ultimately resulting in higher investment returns.

Portfolio: We use “portfolio” rather than “fund” because we believe this better represents the diversification our products offer.

Alignment: EdgePoint employees are among our largest investors.