Canadian General Investments – equity proposition

Canadian General Investments’ (CGI’s) objective is to provide better-than-average returns to shareholders by investing in a diversified portfolio of primarily Canadian equities. It aims to achieve this through prudent security selection, timely recognition of capital gains/losses and appropriate use of income-generating instruments. CGI’s performance is measured against the S&P/TSX Composite Index.

Below we highlight five things investors need to know about CGI:
1. CGI is a well-established fund with an enviable long-term performance record.
2. CGI can be considered as a ‘one-stop’ shop for investment in Canada.
3. The manager employs a bottom-up stock selection process, with low portfolio turnover.
4. The portfolio has a long term below-market weighting in financial stocks.
5. CGI offers a leveraged, dividend-paying portfolio at a wide discount.