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    discoverIE Group

    MCap

    GBP708m

    Last close

    GBP7.34

    ▲ 101.00 (15.96%)

    NioCorp Developments

    MCap

    USD66m

    Last close

    USD1.54

    ▲ 0.21 (15.79%)

    Cobra Resources

    MCap

    GBP10m

    Last close

    GBP0.01

    ▲ 0.15 (15.00%)

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Canadian General Investments in 60 seconds

Canadian General Investments in 60 seconds

Canadian General Investments — 1 video in collection

More on this equity

Edison’s investment companies team recently published a CGI review. The company has an enviable record of outperformance versus the Canadian market; 1.4 and 2.3pp per annum over the last 25 and 50 years respectively. While CGI offers a one-stop shop for investment in Canada, up to 25% of the portfolio may be invested in US stocks. Manager Greg Eckel is unconstrained by the benchmark’s sector weightings, with a very long-term underweight in financial stocks and a meaningful above-market allocation to technology. Portfolio turnover has picked up from historic very low levels, partly due to the deployment of a recent drawdown of the company’s margin facility. CGI has a progressive dividend policy and 2024 will mark the 11th consecutive year of higher dividends.

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