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Dixon Mitchell Investment Counsel, Inc.
Don Stuart · Investment Advisor · Value
Dixon Mitchell Investment Counsel, Inc. is an independent, 100% employee-owned investment management firm founded in 2000 and headquartered in Vancouver, British Columbia. The firm provides discretionary portfolio management services to a diverse group of clients, including private individuals, families, foundations, endowments, and Indigenous communities. Since its inception, Dixon Mitchell has focused on delivering a disciplined, process-driven alternative to mainstream investment options, growing to manage over $5 billion in assets. The institution prides itself on its flat organizational structure, commitment to transparency, and alignment of interests between its staff and its clientele.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.8% |
| YTD return | +5.8% |
| Sharpe ratio | 1.76 |
| Win rate | 51% |
| AUM | $1.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://dixonmitchell.com/ |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 10.6% | +4.7% |
| V | Visa Inc. Class A | 8.9% | +6.7% |
| BRK-A | Berkshire Hathaway Inc | 8.2% | +1.2% |
| TMO | Thermo Fisher Scientific Inc | 8.1% | +23.6% |
| GOOGL | Alphabet Inc Class A | 8.1% | +42.1% |
| ICE | Intercontinental Exchange Inc | 6.9% | -2.8% |
| AME | Ametek Inc | 5.9% | +25.7% |
| BIP | Brookfield Infrastructure Partners LP | 5.5% | +7.6% |
| AMZN | Amazon.com Inc | 4.5% | +16.2% |
| SPOT | Spotify Technology SA | 4.5% | -0.7% |
| TXN | Texas Instruments Incorporated | 4.1% | +36.9% |
| HEI | Heico Corporation | 4.0% | -6.1% |
| DPZ | Domino's Pizza Inc Common Stock | 3.9% | -24.2% |
| ROP | Roper Technologies, Inc. | 3.6% | -13.8% |
| META | Meta Platforms Inc. | 3.0% | +8.9% |
| DHR | Danaher Corporation | 2.3% | +2.6% |
| UBER | Uber Technologies Inc | 2.2% | -9.9% |
| FTNT | Fortinet Inc | 2.0% | +83.4% |
| JPM | JPMorgan Chase & Co | 1.9% | +4.6% |
| HCA | HCA Holdings Inc | 1.9% | -0.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | FTNT | 1.9% → 2.0% |
| Sep 14, 2026 | BUY | JPM | 1.9% → 1.9% |
| Sep 14, 2026 | BUY | DHR | 2.3% → 2.3% |
| Sep 14, 2026 | BUY | HCA | 0.0% → 1.9% |
| Sep 14, 2026 | SELL | BRK-A | 8.0% → 8.2% |
Investment Style Analysis
Dixon Mitchell Investment Counsel, Inc. is widely recognized for employing a Value strategy. As of Sep 21, 2026, the firm oversees approximately $1.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Dixon Mitchell Investment Counsel, Inc. made a significant move by reducing the position in FTNT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Dixon Mitchell’s investment philosophy is centered on a disciplined, bottom-up approach that emphasizes fundamental research and long-term capital preservation. The firm targets high-quality businesses with sustainable competitive advantages, strong free cash flow, and effective management teams, seeking to invest only when valuations offer attractive long-term potential. By maintaining a long-term perspective and minimizing turnover, the institution aims to mitigate market volatility and capture the compounding benefits of quality equities. Their strategy integrates rigorous risk management at both the security and portfolio levels to ensure consistent performance through various market cycles while adhering to a fiduciary standard of care.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Dixon Mitchell Investment Counsel, Inc..
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Frequently asked questions
How is the simulated portfolio for Dixon Mitchell Investment Counsel, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Dixon Mitchell Investment Counsel, Inc.'s largest holding?
As of the latest filing, Dixon Mitchell Investment Counsel, Inc.'s top position is Microsoft Corporation (MSFT), representing 10.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Dixon Mitchell Investment Counsel, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +10.8% with a win rate of 51%. Notably, the portfolio maintains a Sharpe Ratio of 1.76, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Dixon Mitchell Investment Counsel, Inc. primarily invest in?
Dixon Mitchell Investment Counsel, Inc. has a strong preference for the Internet Content & Information sector, which makes up 15.6% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Dixon Mitchell Investment Counsel, Inc.'s portfolio concentrated or diversified?
Dixon Mitchell Investment Counsel, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 27.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Dixon Mitchell Investment Counsel, Inc. performed in 2026?
Our AI-simulated model portfolio for Dixon Mitchell Investment Counsel, Inc. tracks a Year-to-Date (YTD) return of +5.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Don Stuart manage Dixon Mitchell Investment Counsel, Inc. directly?
Yes, Don Stuart serves as the key portfolio manager for Dixon Mitchell Investment Counsel, Inc., overseeing the investment strategy and final capital allocation decisions.