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 |
|
| (March 31/2023) | % weight |
| 1. Spin Master Corp. | 5.2% |
| 2. Canadian Pacific Railway Ltd. | 5.0% |
| 3. Manulife Financial Corp. | 5.0% |
| 4. Agnico Eagle Mines Ltd. | 4.9% |
| 5. WSP Global Inc. | 4.7% |
| 6. CCL Industries Inc. | 4.6% |
| 7. CGI Inc. | 4.4% |
| 8. Rogers Communications Inc. | 4.0% |
| 9. Intact Financial Corp. | 3.9% |
| 10. Park Lawn Corp. | 3.9% |
| Total | 45.6% |
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 |
|
| (March 31/2023) | % weight |
| 1. Alphabet Inc. | 6.6% |
| 2. Berkshire Hathaway Inc. | 5.8% |
| 3. Apple Inc. | 5.8% |
| 4. Oshkosh Corp. | 5.4% |
| 5. Target Corp. | 5.3% |
| 6. Walt Disney Company | 5.1% |
| 7. Generac Holdings Inc. | 5.1% |
| 8. Diageo PLC | 5.0% |
| 9. Shimano Inc. | 4.9% |
| 10. LVMH Moet Hennessy Louis Vuitton SE | 4.8% |
| Total | 53.8% |
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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