Edgepoint
EdgePoint Credit Portfolios
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 4 investment theses. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Edgepoint for every strategy.
Its investment theses
- JELD-WEN Holding, Inc.Jun 2026JELD-WEN Holding, Inc. is viewed as a cyclical building-products business with a dominant market position and upside when the cycle turns.
- Adams Homes Inc.Jun 2026Adams Homes Inc. is a U.S. homebuilder supported by a structural housing shortage, conservative leverage and a disciplined land position.
- Gray Media, Inc.Jun 2026Gray Media, Inc. is a television broadcaster whose resilient cash flow and deleveraging support the investment case despite an advertising downturn.
- Tenaz Energy Corp.Jun 2026Tenaz Energy Corp. is seen as an orphaned Canadian oil and gas company with disciplined capital allocation and opportunistic buying from a forced seller.