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Canadian General Investments

LN: CGI

Market CapC$900.2m

Last Close C$43.15

CGI’s investment objective is to provide better-than-average returns to investors by investing in a diversified portfolio of primarily Canadian equities. It aims to achieve this through prudent security selection, timely recognition of capital gains/losses and appropriate use of income-generating instruments.

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Investment summary

Canadian General Investments (CGI) has been managed by Greg Eckel at Morgan Meighen & Associates (MMA) since 2009. He has an unconstrained investment process, seeking quality companies on a bottom-up basis that can be held for the long term. This approach means that the fund’s sector weightings can differ meaningfully from those of the benchmark S&P/TSX Composite Index. The manager invests across the market cap spectrum including niche smaller companies that may not be on everyone’s radar screen; hence, CGI may be viewed as a ‘one-stop shop’ for investment in Canada, although up to 25% of the fund may be held in US equities. The company has an enviable long-term performance track record and pays regular quarterly dividends from both income and capital gains.

Content on Canadian General Investments
Canadian General Investments – Very long-term record of outperformance
Investment companies | Review | 15 November 2021
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Share price graph
Price performance
%
1m
3m
12m
Actual (1.9) 10.6 20.6
Relative* (4.4) 9.1 1.7
52-week high/low C$45.0/C$33.1
*% relative to local index
Key management
Vanessa L. Morgan Chairman
Jonathan A. Morgan President and CEO

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