Who we are
An investment-led firm applying a time-tested approach to growing our clients' wealth over the long term
About us
We are looking to build direct partnerships with institutional clients that are aligned with EdgePoint Investment Group's long-term view on building wealth.
Each client's needs are unique and our goal is ensuring that we can match our investment expertise with their specific requirements.
U.S. Registration
EdgePoint Investment Group ("EdgePoint") is registered as an investment adviser with the U.S. Securities and Exchange Commission. This registration adheres to the Adviser's Act only with respect to U.S. clients.
A copy of EdgePoint’s Form ADV Part 2 is available upon request.
Types of Institutions we service
Foundations
Endowments
Independent family offices
Pensions
Portfolios
Whether it's an equity or fixed income investment, our approach to investing is deceptively simple. We buy good, undervalued businesses and hold them until the market fully recognizes their potential. On the fixed income side, we look for securities that provide us with an attractive return through coupon payments and/or capital appreciation while focusing on the borrower’s (bond issuer’s) ability to meet its debt obligations through the payment of periodic coupons and the return of the original principal at maturity.
Read more about how we apply our investment approach across our equity, balanced and fixed income Portfolios: