CARDINAL CAPITAL Overview

Cardinal Capital Management Inc. is an investment advisor that manages 1.8 BN dollars in regulatory AUM and has 33 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/14 to 09/30/16. The fund's latest filing disclosed 885MM in positions, representing 48% of the manager's regulatory AUM.

CARDINAL CAPITAL StockAlpha

-5.3%
Top 25%
2.75yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CARDINAL CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TD 6.4% Financials 8.39% -0.38% 1 6%
BNS 6.33% Financials 5.7% -0.6% 1 3%
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FEATURED IN
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CARDINAL CAPITAL Founders and Key Employees

Name Title In Position Since
Timothy E. Burt President August-1992
Brian D. Shaw Director/Shareholder October-1993
James Lawton Director May-2001
Wayne Townsend Director May-2001
Eldon Wittmier Director May-2001
Daniel R. Stoller Chief Financial Officer May-2006
Donald C. Engel Director May-2000
Emily A. Burt Director/Shareholder August-2011
Graham Robson Chief Compliance Officer February-2012

CARDINAL CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

CARDINAL CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Cardinal may utilize the following methods of security analysis:
 Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)

Cardinal may utilize the following investment strategies when implementing investment advice given to clients:
 Long Term Purchases (securities held at least a year)

Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Cardinal) will be profitable or equal any specific performance level(s).


B. Cardinal’s methods of analysis and investment strategies do not present any significant or unusual risks.


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However, every method of analysis has ...
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CARDINAL CAPITAL Portfolio Concentration

CARDINAL CAPITAL Location

1780 WELLINGTON AVENUE
SUITE 400
WINNIPEG, CANADA, R3H-1B3

CARDINAL CAPITAL Contact Information

Phone Number: 1-800-310-4664
Fax Number: 204-783-0725
Website:

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