Canadian General Investments – equity proposition

Canadian General Investments – equity proposition

Canadian General Investments — 5 videos in collection

More on this equity

Canadian General Investments’ (CGI’s) objective is to provide better-than-average returns to shareholders 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. CGI’s performance is measured against the S&P/TSX Composite Index.

Here are five things investors need to know about CGI:

  1. It is a well-established fund with an enviable long-term performance record.
  2. CGI can be considered as a ‘one-stop’ shop for investment in Canada.
  3. The manager employs a bottom-up stock selection process, with low portfolio turnover.
  4. The portfolio has a long-term, below-market weighting in financial stocks.
  5. CGI offers a leveraged, dividend-paying portfolio at a wide discount.

If you would like to learn more about CGI, please see our latest research.


You may also be interested in these:

Investment Companies

Executive interview - Canadian General Investments

Investment Companies

Executive interview - Canadian General Investments

Subscribe to Edison

Get access to the very latest content matched to your personal investment style.

Sign up for free