GUARDIAN CAPITAL Overview

Guardian Capital Advisors Lp is an investment advisor that manages 2 BN dollars in regulatory AUM and has 30 employees, of which 12 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 557MM in positions, representing 28% of the manager's regulatory AUM.

GUARDIAN CAPITAL StockAlpha

-5.2%
Top 25%
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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

GUARDIAN CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TD 5.28% Financials 7.68% -0.4% 0 6%
BNS 5.06% Financials 5% -0.57% 1 3%
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FEATURED IN
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GUARDIAN CAPITAL Founders and Key Employees

Name Title In Position Since
C. V. Christensen Director, Vice-President & Secretary, Trustee Of Gcut February-2008
George Mavroudis Director, Managing Director And Chief Executive Officer, Trustee Of Gcut February-2006
Matthew D. Turner Director, Chief Compliance Officer February-2008
Andrew M. Christodoulou Managing Director February-2012
Donald Yi Chief Financial Offer March-2014

GUARDIAN CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company

GUARDIAN CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



A. Describe the methods of analysis and investment strategies you use in formulating investment advice or managing assets. Explain that investing in securities involves risk of loss that clients should be prepared to bear.

Guardian uses fundamental, technical and cyclical analysis techniques in formulating investment advice or managing assets for clients. The main sources of information used are financial newspapers and magazines, inspections of corporate activities, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission and other regulators and company press releases.

Guardian has adopted a systematic approach to researching individual securities. See information re. Quantative Analysis under brochure Item 4B.

Clients are reminded that investing in securities involves risk of loss that c...
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GUARDIAN CAPITAL Portfolio Concentration

GUARDIAN CAPITAL Location

COMMERCE COURT WEST, SUITE 3100
199 BAY STREET
TORONTO ONTARIO, CANADA, M5L 1E8

GUARDIAN CAPITAL Contact Information

Phone Number: 416-364-8341
Fax Number: 416-364-2067
Website:

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