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Leith Wheeler Canadian EquityMutual Fund | |
| Leith Wheeler Canadian Equity | |
| Last update 2025-04-01 | 41 Stocks (2 new) |
| Value $4.97 Bil | Turnover 6 % |
Leith Wheeler Canadian Equity Profile
Leith Wheeler Canadian Equity's inception date is April 27, 1994. The investment objective of Leith Wheeler Canadian Equity is to provide superior long-term investment returns by investing in a diversified portfolio of Canadian common shares, convertible debentures and other equity related securities. Under normal circumstances, the Fund will keep its portfolio fully invested, to the greatest extent possible, in equity and equity related securities. Leith Wheeler Canadian Equity is managed by a team of investment professionals that are well recognized within the investment community for their depth of knowledge and experience.
Leith Wheeler Canadian Equity Investing Philosophy
The fund managers' approach to stock picking is based on fundamental research with a strong value bias. They evaluate value as if they are buying the whole business. The price of a company in the stock market does not always reflect its real value, and this discrepancy between price and value creates excellent investment opportunities.
As value investors, the Fund tends to include companies in the portfolio when they are out of favor with the market and have declined in price. Companies can become undervalued when there is a lack of investor awareness, when an entire industry is out of favor with investors, or when a company experiences a short-term difficulty which, following careful analysis, the fund managers believe can be overcome.
As value investors, the Fund tends to include companies in the portfolio when they are out of favor with the market and have declined in price. Companies can become undervalued when there is a lack of investor awareness, when an entire industry is out of favor with investors, or when a company experiences a short-term difficulty which, following careful analysis, the fund managers believe can be overcome.
Leith Wheeler Canadian Equity Top Holdings of 2024-12-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TSX:RY | Royal Bank of Canada | 2,154,005 | 373,333.0 | -4.57% | 7.510 | -0.33% | 0.150 | +12.17% | +6.40% | 255,561.7 | Banks | |
TSX:TIH | Toromont Industries Ltd | 2,458,438 | 279,378.0 | +3.77% | 5.620 | +0.20% | 3.020 | +16.64% | +16.69% | 10,681.2 | Industrial Distribution | |
TSX:CSU | Constellation Software Inc | 55,775 | 247,915.0 | -9.86% | 4.990 | -0.53% | 0.260 | +4.47% | +9.18% | 102,784.0 | Software | |
TSX:TD | The Toronto-Dominion Bank | 2,988,075 | 228,678.0 | +19.06% | 4.600 | +0.74% | 0.170 | +20.61% | +38.53% | 175,985.6 | Banks | |
TSX:BIP.UN |
Brookfield Infrastructure Partners LP
Brookfield Infrastructure Partners LP
| 4,439,126 | 202,780.0 | -2.07% | 4.080 | -0.08% | 0.960 | +11.46% | -1.51% | 20,346.4 | Utilities - Regulated | |
TSX:BMO | Bank of Montreal | 1,384,030 | 193,141.0 | -1.71% | 3.880 | -0.06% | 0.190 | +21.59% | +14.59% | 112,838.0 | Banks | |
TSX:PPL | Pembina Pipeline Corp | 3,524,168 | 187,168.0 | -11.10% | 3.760 | -0.49% | 0.610 | -2.94% | -2.13% | 29,416.9 | Oil & Gas | |
TSX:TOU | Tourmaline Oil Corp | 2,623,190 | 174,495.0 | +10.75% | 3.510 | +0.34% | 0.700 | -2.40% | -6.93% | 22,600.8 | Oil & Gas | |
TSX:GIB.A | CGI Inc | 1,075,980 | 169,230.0 | -0.73% | 3.400 | -0.02% | 0.480 | -5.63% | -12.27% | 30,905.5 | Software | |
TSX:BN | Brookfield Corp | 1,998,660 | 165,129.0 | -1.22% | 3.320 | -0.03% | 0.130 | +30.85% | +9.79% | 138,653.7 | Asset Management |
Leith Wheeler Canadian Equity's Historical Top Holdings Breakdowns
Leith Wheeler Canadian Equity's Top Stock Picks
View Full List
| Ticker |
|---|
TSX:CAE |
TSX:CNR |
| TSX:ZZZ Unlock Delisted |
TSX:MG |
TSX:TD |
TSX:CAR.UN |
TSX:ONEX |
TSX:CSU |
TSX:BAM |
TSX:PPL |
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TSX:CAE | CAE Inc | 2024-12-31 | New Buy New Buy | +1.51% | 24.5 (C$29.76) 36.52 | C$39.18 | 31.65% | New holding | 2,052,700 | 2,052,700 | |
TSX:CNR | Canadian National Railway Co | 2024-12-31 | Reduce Reduce | -0.86% | 144.76 (C$155.95) 168.93 | C$136.56 | -12.43% | Reduce -17.91% | 1,105,475 | -241,190 | |
| TSX:ZZZ Unlock Delisted | Sleep Country Canada Holdings Inc | 2024-12-31 | Sold Out Sold Out | -0.85% | 34.99 (C$34.99) 34.99 | C$34.99 | 0% | Sold Out | 0 | -1,473,700 | |
TSX:MG | Magna International Inc | 2024-12-31 | New Buy New Buy | +0.78% | 54.75 (C$60.22) 65.05 | C$57.20 | -5.01% | New holding | 649,520 | 649,520 | |
TSX:TD | The Toronto-Dominion Bank | 2024-12-31 | Add Add | +0.74% | 73.51 (C$79.53) 87.55 | C$102.17 | 28.47% | Add 19.06% | 2,988,075 | 478,400 | |
TSX:CAR.UN |
Canadian Apartment Properties Real Estate Investment Trust
Canadian Apartment Properties Real Estate Investment Trust
| 2024-12-31 | Add Add | +0.69% | 42.15 (C$48.53) 56.59 | C$45.73 | -5.77% | Add 157.87% | 1,311,800 | 803,100 | |
TSX:ONEX | Onex Corp | 2024-12-31 | Add Add | +0.56% | 87.61 (C$100.45) 118.38 | C$112.08 | 11.58% | Add 35.2% | 946,587 | 246,457 | |
TSX:CSU | Constellation Software Inc | 2024-12-31 | Reduce Reduce | -0.53% | 3959.54 (C$4355.08) 4790.3 | C$4,850.24 | 11.37% | Reduce -9.86% | 55,775 | -6,102 | |
TSX:BAM | Brookfield Asset Management Ltd | 2024-12-31 | Sold Out Sold Out | -0.50% | 64.22 (C$75.9) 83.71 | C$82.65 | 8.89% | Sold Out | 0 | -432,927 | |
TSX:PPL | Pembina Pipeline Corp | 2024-12-31 | Reduce Reduce | -0.49% | 50.71 (C$55.18) 60.31 | C$50.64 | -8.23% | Reduce -11.1% | 3,524,168 | -439,850 |
Leith Wheeler Canadian Equity Total Holding History ($B)
Leith Wheeler Canadian Equity's Asset Allocation
Leith Wheeler Canadian Equity Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Leith Wheeler Canadian Equity's Hypothetical Growth since 2024-12-31
Leith Wheeler Canadian Equity's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Leith Wheeler Canadian Equity's Holdings Heat Map
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Leith Wheeler Canadian Equity's Holdings Bubble Chart
Leith Wheeler Canadian Equity News
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