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 12/31/19. The fund's latest filing disclosed 798MM in positions, representing 40% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 12/31/19. The fund's latest filing disclosed 798MM in positions, representing 40% of the manager's regulatory AUM.
GUARDIAN CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GUARDIAN CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| RY | 6.1% | Financials | 3.95% | 0.19% | 1 | 7% | ||
| TD | 5.98% | Financials | 2.79% | 0.12% | 1 | 7% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
GUARDIAN CAPITAL Portfolio Concentration
GUARDIAN CAPITAL Location
COMMERCE COURT WEST, SUITE 3100
199 BAY STREET
TORONTO ONTARIO, CANADA, M5L 1E8
199 BAY STREET
TORONTO ONTARIO, CANADA, M5L 1E8
GUARDIAN CAPITAL Contact Information
Phone Number: 416-364-8341
Fax Number: 416-364-2067
Website: http://www.guardiancapital.com
Fax Number: 416-364-2067
Website: http://www.guardiancapital.com
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