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Tangerine Investment Management Inc.
Terri-Lee Weeks · Asset Manager · Index/Passive
Tangerine Investment Management Inc. is a Canadian investment fund manager and a wholly owned subsidiary of Tangerine Bank, which is owned by Scotiabank. Established following Scotiabank's acquisition of ING Direct Canada in 2012, the firm specializes in providing retail investors with simplified, low-cost mutual fund portfolios. Its product offerings include the Tangerine Core Portfolios, Global ETF Portfolios, and Socially Responsible Global Portfolios, which are primarily built on a foundation of passive, index-based investing. These portfolios provide global diversification across Canadian, U.S., and international equity and fixed-income markets. In 2024, the firm transitioned its fund management and advisory responsibilities to its affiliate, 1832 Asset Management L.P., as part of an initiative to centralize Scotiabank’s wealth management operations, though the Tangerine-branded investment products continue to adhere to their established passive mandates.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +11.6% |
| YTD return | +7.2% |
| Sharpe ratio | 1.85 |
| Win rate | 49% |
| AUM | $0.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.tangerine.ca/en/products/investing/portfolios |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 12.2% | +19.8% |
| AAPL | Apple Inc | 11.0% | +21.8% |
| SHOP | Shopify Inc | 10.0% | +1.6% |
| MSFT | Microsoft Corporation | 9.0% | +1.0% |
| GOOGL | Alphabet Inc Class A | 8.9% | +28.1% |
| AMZN | Amazon.com Inc | 6.0% | +13.1% |
| AEM | Agnico Eagle Mines Limited | 5.7% | +13.8% |
| QSR | Restaurant Brands International Inc | 5.3% | +0.1% |
| ASML | ASML Holding NV ADR | 4.5% | +42.5% |
| AVGO | Broadcom Inc | 4.1% | +4.6% |
| NVS | Novartis AG ADR | 4.0% | +15.8% |
| SHEL | Shell PLC ADR | 3.9% | +23.6% |
| XOM | Exxon Mobil Corp | 3.6% | +33.4% |
| JNJ | Johnson & Johnson | 3.5% | +38.9% |
| META | Meta Platforms Inc. | 3.0% | -8.9% |
| TTE | TotalEnergies SE ADR | 2.8% | +0.5% |
| OTEX | Open Text Corp | 2.6% | -4.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | XOM | 3.7% → 3.6% |
| Aug 31, 2026 | SELL | LLY | 2.5% → 0.0% |
| Aug 31, 2026 | SELL | TTE | 2.9% → 2.8% |
| Aug 31, 2026 | BUY | JNJ | 3.4% → 3.5% |
| Aug 31, 2026 | BUY | GOOGL | 8.8% → 8.9% |
Investment Style Analysis
Tangerine Investment Management Inc. is widely recognized for employing a Index/Passive strategy. As of Sep 4, 2026, the firm oversees approximately $0.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Application sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Tangerine Investment Management Inc. made a significant move by reducing the position in XOM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's investment philosophy is centered on the principles of passive indexing, broad diversification, and cost-efficiency. It operates on the belief that retail investors are best served by tracking the long-term performance of broad market benchmarks rather than attempting to outperform the market through active security selection. To achieve this, the firm utilizes a systematic approach where portfolios are constructed using capitalization-weighted index funds and exchange-traded funds. This strategy ensures broad exposure to various sectors and geographies, significantly reducing idiosyncratic risk. The firm employs automated quarterly rebalancing to maintain target asset allocations, ensuring that the risk profile of each portfolio remains consistent with the investor's long-term objectives regardless of short-term market fluctuations.
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 Tangerine Investment Management Inc..
Similar Investment Style
Based on Index/Passive.
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Frequently asked questions
How is the simulated portfolio for Tangerine Investment Management 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 Tangerine Investment Management Inc.'s largest holding?
As of the latest filing, Tangerine Investment Management Inc.'s top position is NVIDIA Corporation (NVDA), representing 12.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is Tangerine Investment Management Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +11.6% with a win rate of 49%. Notably, the portfolio maintains a Sharpe Ratio of 1.85, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Tangerine Investment Management Inc. primarily invest in?
Tangerine Investment Management Inc. has a strong preference for the Semiconductors sector, which makes up 16.3% of their disclosed assets. The portfolio also has exposure to Software - Application, indicating a specific thematic focus.
Is Tangerine Investment Management Inc.'s portfolio concentrated or diversified?
Tangerine Investment Management Inc. runs a highly concentrated portfolio with 17 disclosed positions. The top 3 holdings alone account for 33.2% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Tangerine Investment Management Inc. performed in 2026?
Our AI-simulated model portfolio for Tangerine Investment Management Inc. tracks a Year-to-Date (YTD) return of +7.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Terri-Lee Weeks manage Tangerine Investment Management Inc. directly?
Yes, Terri-Lee Weeks serves as the key portfolio manager for Tangerine Investment Management Inc., overseeing the investment strategy and final capital allocation decisions.