A standout global equity option for investors

With a focus on stock selection and fundamental research, EdgePoint Global Portfolio will look different from most.

Shehryar Khan, CFA 4 September, 2018 | 5:00PM
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Since the inception of Edgepoint Wealth Management, its founders have charted their own distinct path. From the unique setup of the firm, where a publicly traded holding company called Cymbria owns a stake in the investment management firm, to the transparency that leads them to list all of their investment mistakes on their website, founders Geoff MacDonald, Tye Bousada and Patrick Farmer have done things their own way.

Supported by a strong young team of analysts who apply a simple (but not easy) investment process, the flagship EdgePoint Global Portfolio has produced outstanding returns for investors over the nearly 10 years since the fund's inception. While return expectations should be tempered going forward -- which the managers themselves have been telling their clients -- investors looking for global equity exposure will be well served with this distinct offering.

Experienced and successful during their tenure at Trimark, managers Geoff Macdonald and Tye Bousada lead a group of nine by example, spending most of their time on fundamental research. This contrasts with other firms, where managers have to focus on portfolio construction and rely heavily on the firm's internal analysts for research insights. The duo seeks meaningful contributions from the other seven members, but they are responsible for any decisions and have the final word on the portfolios.

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About Author

Shehryar Khan, CFA

Shehryar Khan, CFA  Shehryar Khan, CFA, is a senior investment analyst for Morningstar’s Investment Management group.

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