GLUSKIN SHEFF & ASSOC Overview
Gluskin Sheff & Assoc Inc is an investment advisor that manages 7.8 BN dollars in regulatory AUM and has 127 employees, of which 32 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 06/30/19. The fund's latest filing disclosed 2BN in positions, representing 21% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 06/30/19. The fund's latest filing disclosed 2BN in positions, representing 21% of the manager's regulatory AUM.
GLUSKIN SHEFF & ASSOC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GLUSKIN SHEFF & ASSOC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BAM | 4.28% | Financials | 11.46% | 0.43% | 1 | 8% | ||
| TD | 4.05% | Financials | -1.4% | -0.11% | 1 | 6% | ||
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FEATURED IN
GLUSKIN SHEFF & ASSOC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jeremy M. Freedman | President & Chief Executive Officer | January-2010 |
| William R. Webb | Executive Vp & Chief Investment Officer | December-2009 |
| Jeffrey W. Moody | Senior Executive Vp - Investments & Client Service | February-2014 |
| David R. Morris | Chief Financial Officer | September-2010 |
| Amy J. Aubin | Chief Compliance Officer | March-2012 |
| Jim D. Bantis | Executive Vp, Risk Management & Client Service | February-2014 |
| Antony H. Solomon | Executive Vp, Investments | February-2014 |
| Peter A. Zaltz | Executive Vp & Head Of Fixed Income | August-2014 |
GLUSKIN SHEFF & ASSOC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
GLUSKIN SHEFF & ASSOC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Gluskin Sheff’s security analysis methods include:
Charting
Fundamental
Technical
Cyclical
Gluskin Sheff’s investment strategies include:
Long term purchases (securities held at least a year)
Short term purchases (securities sold within a year)
Trading (securities sold within 30 days)
Short sales
Margin transactions
Option writing, including covered options, uncovered options or spreading strategies
Use of derivatives to hedge risk or enhance yield
All investments, including mutual funds and pooled funds, carry the risk of losing money. The value of these investments will fluctuate from day to day, reflecting changes in interest rates, the economic environment, market conditions and company news. As a result, the value of your investments may increase or decrease. Unlike ban...
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Gluskin Sheff’s security analysis methods include:
Charting
Fundamental
Technical
Cyclical
Gluskin Sheff’s investment strategies include:
Long term purchases (securities held at least a year)
Short term purchases (securities sold within a year)
Trading (securities sold within 30 days)
Short sales
Margin transactions
Option writing, including covered options, uncovered options or spreading strategies
Use of derivatives to hedge risk or enhance yield
All investments, including mutual funds and pooled funds, carry the risk of losing money. The value of these investments will fluctuate from day to day, reflecting changes in interest rates, the economic environment, market conditions and company news. As a result, the value of your investments may increase or decrease. Unlike ban...
Unlock Full Investment Process Description
GLUSKIN SHEFF & ASSOC Portfolio Concentration
GLUSKIN SHEFF & ASSOC Location
333 BAY STREET
SUITE 5100, BAY ADELAIDE CENTRE
TORONTO ON, CANADA, M5H 2R2
SUITE 5100, BAY ADELAIDE CENTRE
TORONTO ON, CANADA, M5H 2R2
GLUSKIN SHEFF & ASSOC Contact Information
Phone Number: 416-681-6000
Fax Number: 416-681-6060
Website: http://www.gluskinsheff.com
Fax Number: 416-681-6060
Website: http://www.gluskinsheff.com
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