Mutual Fund

EdgePoint Investment Group

Investment Details

Investor Type
Mutual Fund

Asset Class Focus
Fixed Income (Debt and Bonds), Equity

Stage Focus
Growth, Late Stage, Pre-IPO

Geographical Focus
Canada

Industries Focus

  • Financial Services

Investor Details

EdgePoint Investment Group is an independently owned discretionary investment manager based in Toronto, Canada. Founded in 2008 by Tye Bousada, Geoff MacDonald, Patrick Farmer, and Robert Krembil, the firm focuses on managing equity and fixed-income portfolios for investors. They prioritize direct and timely communication, invest their own money alongside clients, and aim to grow wealth for their investors.

The firm's investment approach is centered on thinking and acting like rational business owners, avoiding short-term market fluctuations. They offer a range of investment products, including mutual funds, institutional, and other investment products through financial advisors. EdgePoint Wealth Management Inc., a subsidiary of EdgePoint Investment Group, is registered as an Investment Fund Manager in Ontario, Quebec, Newfoundland and Labrador.

As of December 31, 2024, EdgePoint's internal partners held approximately $417 million in company-related products, demonstrating their commitment to co-investment and alignment with clients' interests. The firm is headquartered at 700-150 Bloor Street West, Toronto, Ontario, and can be contacted via email at telemaque@edgepointwealth.com or by phone at 416-505-9586.

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