GUARDIAN CAPITAL LP Overview

Guardian Capital Lp is an investment advisor that manages 19.9 BN dollars in regulatory AUM and has 62 employees, of which 25 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 6BN in positions, representing 32% of the manager's regulatory AUM.

GUARDIAN CAPITAL LP StockAlpha

-6.4%
Top 25%
3yr 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

GUARDIAN CAPITAL LP Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TD 7.56% Financials 8.39% -0.44% 6 6%
BNS 7.27% Financials 5.7% -0.69% 11 3%
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FEATURED IN
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GUARDIAN CAPITAL LP Founders and Key Employees

Name Title In Position Since
C. V. Christensen Director, Senior Vice-President & Secretary, Trustee Of Gcut February-2008
Matthew D. Turner Director, Chief Compliance Officer February-2008
George Mavroudis Director, Chief Executive Officer, Trustee Of Gcut April-2008
Donald Yi Chief Financial Officer March-2014

GUARDIAN CAPITAL LP Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

GUARDIAN CAPITAL LP 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 mainly uses fundamental 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 regulatory authorities, company press releases and interviews with management of investee companies. The methods of analysis and investment strategies vary by mandate.

Canadian Equities
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GUARDIAN CAPITAL LP Portfolio Concentration

GUARDIAN CAPITAL LP Location

COMMERCE CT W, SUITE 3100
199 BAY STREET
TORONTO, ONTARIO, CANADA, M5L 1E8

GUARDIAN CAPITAL LP Contact Information

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

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