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Edgepoint

Dec 2024 → Jun 2026 · Publishes quarterly · 3 funds

Our archive holds 5 letters from Edgepoint, behind 4 investment theses and positions in 18 companies. Every quote below is copied verbatim from the letter it came from.

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Edgepoint’s own letters page
5
Letters
18
Companies
0
Moves
4
Theses

2 strategies

Edgepoint publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

Returns as reported in each strategy’s latest letter, extracted automatically and not verified by us; one share class, in its own currency. Not investment advice. Past performance does not predict future returns.

Also filed under Edgepoint.

Companies held · 18

Every company Edgepoint has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 4

  • Tencent
    June 2026

    Tencent owns WeChat, a dominant Chinese platform, and is positioned to benefit from AI through cloud, advertising, distribution, and a low valuation.

    Read the full thesis
  • S&P Global Inc.
    June 2026

    S&P Global is viewed as a high-quality business that could see AI-driven growth acceleration, while trading at a discount to its historical valuation.

    Read the full thesis
  • Revvity, Inc.
    June 2026

    Revvity provides tools and services for drug discovery and diagnostics, with acquisitions improving growth and margins and AI potentially accelerating EPS growth.

    Read the full thesis
  • Dollar Tree, Inc.
    March 2026

    Dollar Tree is a discount variety store operator with a multi-price point model that expands flexibility, product mix, and customer reach.

    Read the full thesis

Letter archive · 5

2026

2025

2024

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