Edgepoint
EdgePoint Global Portfolio
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 13 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Edgepoint for every strategy.
Performance
as of Jun 30, 2026 · net of fees · CAD · Series F
- YTD+6.5%
- 1Y+19.6%
- 3Y · /yr+13.3%
- 5Y · /yr+9.1%
- 10Y · /yr+10.6%
- Inception · /yr+13.6%
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| EdgePoint Global Portfolio | +6.5% | +19.6% | +13.3% | +9.1% | +10.6% | +13.6% |
Since inception: Since inception (Nov. 17, 2008)
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →Also held
Its investment theses
- TencentJun 2026Tencent owns WeChat, a dominant Chinese platform, and is positioned to benefit from AI through cloud, advertising, distribution, and a low valuation.
- S&P Global Inc.Jun 2026S&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.
- Revvity, Inc.Jun 2026Revvity provides tools and services for drug discovery and diagnostics, with acquisitions improving growth and margins and AI potentially accelerating EPS growth.