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 03/31/23. The fund's latest filing disclosed 3BN in positions, representing 16% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 03/31/23. The fund's latest filing disclosed 3BN in positions, representing 16% of the manager's regulatory AUM.
GUARDIAN CAPITAL LP StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
GUARDIAN CAPITAL LP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BMO | 7.52% | Financials | -1.01% | -0.28% | 4 | 5% | ||
| RY | 6.75% | Financials | -1.92% | -0.29% | 3 | 6% | ||
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FEATURED IN
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
Research is conducted by all members of our Canadian Equity Team. Each team member is looking for a
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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 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
Research is conducted by all members of our Canadian Equity Team. Each team member is looking for a
...
Unlock Full Investment Process Description
GUARDIAN CAPITAL LP Portfolio Concentration
GUARDIAN CAPITAL LP Location
COMMERCE CT W, SUITE 3100
199 BAY STREET
TORONTO, ONTARIO, CANADA, M5L 1E8
199 BAY STREET
TORONTO, ONTARIO, CANADA, M5L 1E8
GUARDIAN CAPITAL LP 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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