Edgepoint
Our archive holds 5 letters from Edgepoint, behind 8 investment theses. Every quote below is copied verbatim from the letter it came from.
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2 strategies
Edgepoint publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.
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Theses · 8
- TencentJune 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 - JELD-WEN Holding, Inc.June 2026
JELD-WEN Holding, Inc. is viewed as a cyclical building-products business with a dominant market position and upside when the cycle turns.
Read the full thesis - Adams Homes Inc.June 2026
Adams Homes Inc. is a U.S. homebuilder supported by a structural housing shortage, conservative leverage and a disciplined land position.
Read the full thesis - Gray Media, Inc.June 2026
Gray Media, Inc. is a television broadcaster whose resilient cash flow and deleveraging support the investment case despite an advertising downturn.
Read the full thesis - Tenaz Energy Corp.June 2026
Tenaz Energy Corp. is seen as an orphaned Canadian oil and gas company with disciplined capital allocation and opportunistic buying from a forced seller.
Read the full thesis - March 2026
Dollar Tree is a discount variety store operator with a multi-price point model that expands flexibility, product mix, and customer reach.
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Letter archive · 5
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