We currently offer two investment products that are suitable for both institutional and individual investors. Investors can choose to hold their portfolios on a segregated basis or by holding units of our pooled funds.
Both strategies employ the same investment philosophy, proprietary research process and portfolio construction methodology – our process is fully transferable across geographical regions.
Each portfolio will usually hold between 20-30 securities that are well-diversified across industry and business thesis.
The Galibier Canadian Equity Pool and the Galibier Global Equity Pool are valued daily by an independent third party and all of the pools’ assets are held at a large Canadian custodian.
Galibier Canadian Equity Pool:
| Top 10 Holdings |
|
| (September 30/2023) | % weight |
| 1. Canadian Pacific Railway Ltd. | 5.5% |
| 2. Manulife Financial Corp. | 5.1% |
| 3. CGI Inc. | 4.7% |
| 4. WSP Global Inc. | 4.6% |
| 5. Canadian Natural Resources Ltd. | 4.4% |
| 6. CCL Industries Inc. | 4.3% |
| 7. Intact Financial Corp. | 4.2% |
| 8. Canadian Imperial Bank of Commerce | 4.2% |
| 9. Enbridge Inc. | 4.2% |
| 10. Empire Co. Ltd. | 4.1% |
| 45.3% | |
This long-only mandate invests predominantly in Canadian equity securities that trade on the Toronto Stock Exchange. The portfolio can hold stocks of all capitalizations with most of the securities held exceeding $500 million in market capitalization. The investment objective is to achieve long-term capital appreciation through investments primarily in Canadian equity securities.
Galibier Global Equity Pool:
| Top 10 Holdings |
|
| (September 30/2023) | % weight |
| 1. Alphabet Inc. | 6.2% |
| 2. Berkshire Hathaway Inc. | 5.6% |
| 3. Truist Financial Corp. | 5.6% |
| 4. Diageo PLC | 5.5% |
| 5. Schneider Electric SE | 5.3% |
| 6. AXS Short Innovation ETF | 5.2% |
| 7. Shimano Inc. | 5.2% |
| 8. Thermo Fisher Scientific Inc. | 5.2% |
| 9. Target Corp. | 5.1% |
| 10. Oshkosh Corp. | 5.1% |
| Total | 54.0% |
This long-only mandate invests predominantly in worldwide equity securities that trade on recognized exchanges. The portfolio can hold stocks of all capitalizations with most of the securities held exceeding $10 billion in market capitalization. The investment objective is to achieve long-term capital appreciation through investments primarily in equity securities of companies located around the world.
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