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BCV Asset Management
Tony Demarin · Asset Manager · Value
BCV Asset Management Inc. is a Winnipeg-based portfolio management firm founded in 2007, specializing in building and protecting client wealth through customized investment portfolios. The firm primarily offers separately managed accounts for high-net-worth individuals and institutional clients, focusing on a disciplined investment process that targets high-quality companies. With a history of growth through strategic acquisitions, including Antares Investment Management and Nelson Portfolio Management, BCV was itself acquired by ATB Financial in late 2024. Despite the acquisition, it continues to operate as a standalone subsidiary, maintaining its established brand and leadership team to provide personalized financial solutions across Canada.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.0% |
| YTD return | +12.4% |
| Sharpe ratio | 3.66 |
| Win rate | 61% |
| AUM | $1.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bcvassetmanagement.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| UBS | UBS Group AG | 32.8% | +17.7% |
| MSFT | Microsoft Corporation | 9.4% | +4.3% |
| NVDA | NVIDIA Corporation | 9.0% | +18.1% |
| GOOGL | Alphabet Inc Class A | 6.8% | +27.1% |
| AVGO | Broadcom Inc | 6.2% | +7.0% |
| ALC | Alcon AG | 6.0% | -12.9% |
| AMRZ | Amrize Ltd | 3.5% | -25.3% |
| LOGI | Logitech International SA | 3.2% | +6.6% |
| V | Visa Inc. Class A | 2.7% | +17.7% |
| MU | Micron Technology Inc | 2.3% | +29.4% |
| CSCO | Cisco Systems Inc | 2.1% | +30.0% |
| ABBV | AbbVie Inc | 2.1% | +1.6% |
| JPM | JPMorgan Chase & Co | 1.9% | +3.8% |
| LLY | Eli Lilly and Company | 1.8% | +23.1% |
| META | Meta Platforms Inc. | 1.8% | +15.8% |
| JNJ | Johnson & Johnson | 1.7% | +5.0% |
| CAT | Caterpillar Inc | 1.7% | +9.4% |
| INTC | Intel Corporation | 1.7% | +7.9% |
| PANW | Palo Alto Networks Inc | 1.6% | +0.5% |
| TSLA | Tesla Inc | 1.5% | +0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | JNJ | 1.7% → 1.7% |
| Sep 14, 2026 | SELL | LRCX | 1.5% → 0.0% |
| Sep 14, 2026 | SELL | V | 2.8% → 2.7% |
| Sep 14, 2026 | SELL | CSCO | 2.1% → 2.1% |
| Sep 14, 2026 | SELL | ALC | 6.3% → 6.0% |
Investment Style Analysis
BCV Asset Management is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $1.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Banks - Diversified and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, BCV Asset Management made a significant move by reducing the position in JNJ. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
BCV Asset Management follows a value-oriented investment philosophy, prioritizing the acquisition of high-quality companies trading at fair or undervalued market prices. The firm concentrates its portfolios on businesses that demonstrate consistent long-term earnings potential and a strong history of sustainable dividend growth. By focusing on a concentrated selection of blue-chip holdings and conducting rigorous independent security research, BCV aims to generate competitive risk-adjusted returns while protecting capital through conservative and income-focused strategies.
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 BCV Asset Management.
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Frequently asked questions
How is the simulated portfolio for BCV Asset Management 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 BCV Asset Management's largest holding?
As of the latest filing, BCV Asset Management's top position is UBS Group AG (UBS), representing 32.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is BCV Asset Management's historical performance and risk profile?
Our simulation indicates a total return of +21.0% with a win rate of 61%. Notably, the portfolio maintains a Sharpe Ratio of 3.66, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does BCV Asset Management primarily invest in?
BCV Asset Management has a strong preference for the Banks - Diversified sector, which makes up 34.7% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is BCV Asset Management's portfolio concentrated or diversified?
BCV Asset Management runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 51.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has BCV Asset Management performed in 2026?
Our AI-simulated model portfolio for BCV Asset Management tracks a Year-to-Date (YTD) return of +12.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Tony Demarin manage BCV Asset Management directly?
Yes, Tony Demarin serves as the key portfolio manager for BCV Asset Management, overseeing the investment strategy and final capital allocation decisions.