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EdgePoint Investment Group Inc.
Tye Bousada · Asset Manager · Value
EdgePoint Investment Group Inc. is an independent investment management firm headquartered in Toronto, Canada, founded in 2008 by Tye Bousada, Geoff Macdonald, Patrick Farmer, and Robert Krembil. The firm is dedicated to building long-term wealth for its investors through a disciplined, value-oriented approach to asset management. EdgePoint operates with a philosophy of internal ownership, where employees invest their own capital alongside clients to ensure a strong alignment of interests. The firm primarily manages a range of concentrated mutual fund portfolios and institutional mandates, focusing on global and Canadian equities as well as fixed-income securities. Since its inception, EdgePoint has distinguished itself by its commitment to fundamental research, independent thinking, and a refusal to follow short-term market trends. By maintaining a long-term perspective and focusing on high-quality businesses, the firm has grown into one of Canada's most prominent independent investment managers, overseeing significant assets for individual and institutional investors.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +26.8% |
| YTD return | +15.6% |
| Sharpe ratio | 4.41 |
| Win rate | 52% |
| AUM | $12.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $12.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.edgepointwealth.com/ |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| QSR | Restaurant Brands International Inc | 10.8% | +4.7% |
| TMO | Thermo Fisher Scientific Inc | 10.7% | +24.5% |
| DLTR | Dollar Tree Inc | 9.3% | +20.6% |
| RVTY | Revvity Inc. | 8.5% | +53.2% |
| SPGI | S&P Global Inc | 7.0% | -5.6% |
| RBA | RB Global Inc. | 6.4% | -20.0% |
| MAT | Mattel Inc | 5.7% | -20.9% |
| MRSH | Marsh & McLennan Companies, Inc. | 5.5% | -11.7% |
| JLL | Jones Lang LaSalle Incorporated | 5.1% | +12.9% |
| AMZN | Amazon.com Inc | 4.6% | -4.1% |
| DGX | Quest Diagnostics Incorporated | 4.2% | +23.8% |
| SMMNY | Siemens Healthineers AG ADR | 3.5% | 0.0% |
| SAP | SAP SE ADR | 3.5% | -16.4% |
| UNP | Union Pacific Corporation | 3.0% | +11.1% |
| AME | Ametek Inc | 2.8% | +30.7% |
| TWST | Twist Bioscience Corp | 2.6% | +146.1% |
| EVVTY | Evolution Gaming Group AB ADR | 1.9% | +0.0% |
| TEL | TE Connectivity Ltd | 1.7% | +5.3% |
| PAC | Grupo Aeroportuario del Pacifico SAB De CV ADR | 1.6% | -10.5% |
| CSGP | CoStar Group Inc | 1.5% | -5.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | SELL | QSR | 10.5% → 10.8% |
| Sep 14, 2026 | SELL | MRSH | 5.8% → 5.5% |
| Sep 14, 2026 | SELL | MAT | 6.0% → 5.7% |
| Sep 14, 2026 | SELL | PHG | 2.4% → 0.0% |
| Sep 14, 2026 | BUY | EVVTY | 1.8% → 1.9% |
Investment Style Analysis
EdgePoint Investment Group Inc. is widely recognized for employing a Value strategy. As of Sep 22, 2026, the firm oversees approximately $12.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Diagnostics & Research and Restaurants sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, EdgePoint Investment Group Inc. made a significant move by reducing the position in QSR. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
EdgePoint’s investment philosophy is encapsulated by the mantra "Business Owners Buying Businesses." The firm seeks to acquire ownership stakes in high-quality companies that possess strong competitive positions, defendable barriers to entry, and capable management teams. Their strategy is rooted in the belief that wealth is created by identifying "proprietary insights"—fundamental views on a business that are not yet reflected in its market price—and buying these businesses at a significant discount to their intrinsic value. EdgePoint employs a bottom-up, research-driven process and maintains a concentrated portfolio of high-conviction ideas. Central to their approach is a long-term time horizon, typically exceeding five years, which allows them to ignore short-term volatility and focus on the compounding of business value. By prioritizing a margin of safety and the growth potential of underlying businesses, EdgePoint aims to achieve superior risk-adjusted returns over the long term.
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 EdgePoint Investment Group Inc..
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Frequently asked questions
How is the simulated portfolio for EdgePoint Investment Group 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 EdgePoint Investment Group Inc.'s largest holding?
As of the latest filing, EdgePoint Investment Group Inc.'s top position is Restaurant Brands International Inc (QSR), representing 10.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is EdgePoint Investment Group Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +26.8% with a win rate of 52%. Notably, the portfolio maintains a Sharpe Ratio of 4.41, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does EdgePoint Investment Group Inc. primarily invest in?
EdgePoint Investment Group Inc. has a strong preference for the Diagnostics & Research sector, which makes up 26.1% of their disclosed assets. The portfolio also has exposure to Restaurants, indicating a specific thematic focus.
Is EdgePoint Investment Group Inc.'s portfolio concentrated or diversified?
EdgePoint Investment Group Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 30.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has EdgePoint Investment Group Inc. performed in 2026?
Our AI-simulated model portfolio for EdgePoint Investment Group Inc. tracks a Year-to-Date (YTD) return of +15.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Tye Bousada manage EdgePoint Investment Group Inc. directly?
Yes, Tye Bousada serves as the key portfolio manager for EdgePoint Investment Group Inc., overseeing the investment strategy and final capital allocation decisions.