Home / Leaderboard / Power Corporation of Canada
Power Corporation of Canada
R. Jeffrey Orr · Asset Manager · Multi-Strategy
Founded in 1925, Power Corporation of Canada is an international management and holding company headquartered in Montreal, Quebec. The firm focuses on the financial services sector in North America, Europe, and Asia, with core holdings in insurance, retirement, wealth management, and investment management. Power Corporation operates as an active shareholder in a group of leading businesses, including Great-West Lifeco and IGM Financial, and has expanded into alternative asset investment platforms like Sagard and Power Sustainable. The company is committed to generating long-term, sustainable growth in earnings and dividends through a strategic vision anchored in its core values and prudent risk management.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +56.2% |
| YTD return | +45.4% |
| Sharpe ratio | 3.71 |
| Win rate | 100% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.powercorporation.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| BEN | Franklin Resources Inc | 100.0% | +56.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | BEN | 0.0% → 100.0% |
Investment Style Analysis
Power Corporation of Canada is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Asset Management sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Power Corporation of Canada made a significant move by increasing exposure to BEN. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Power Corporation of Canada's investment philosophy is centered on long-term value creation and active ownership. The institution takes a strategic, multi-generational perspective, focusing on growing sustainable earnings and dividends over time. It operates as an engaged shareholder, partnering with management teams of its portfolio companies to implement a strategic vision and enhance shareholder value. This approach is anchored in core values of integrity, prudent risk management, and responsible corporate citizenship, ensuring that its investments in insurance, wealth management, and alternative assets deliver consistent returns across global markets.
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 Power Corporation of Canada.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M +6.2%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.2%
- Wolverine Trading, LLC — Robert Bellick · 3M +3.9%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M +2.6%
Frequently asked questions
How is the simulated portfolio for Power Corporation of Canada 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 Power Corporation of Canada's largest holding?
As of the latest filing, Power Corporation of Canada's top position is Franklin Resources Inc (BEN), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Power Corporation of Canada's historical performance and risk profile?
Our simulation indicates a total return of +56.2% with a win rate of 100%. Notably, the portfolio maintains a Sharpe Ratio of 3.71, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Power Corporation of Canada primarily invest in?
Power Corporation of Canada has a strong preference for the Asset Management sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Power Corporation of Canada's portfolio concentrated or diversified?
Power Corporation of Canada runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Power Corporation of Canada performed in 2026?
Our AI-simulated model portfolio for Power Corporation of Canada tracks a Year-to-Date (YTD) return of +45.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does R. Jeffrey Orr manage Power Corporation of Canada directly?
Yes, R. Jeffrey Orr serves as the key portfolio manager for Power Corporation of Canada, overseeing the investment strategy and final capital allocation decisions.