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Cardinal at a Glance

  • Founded in 1992 by Timothy E. Burt, CFA, 
  • As of September 2015, more than $1.5 billion in assets under management, with clients throughout North America   
  • Mandates: Canadian equity, U.S. equity, and Canadian fixed income   
  • 38 staff, including 9 CFA charterholders   
  • Disciplined value investment philosophy
  • Houses one of the finest, most meticulous investment research teams in Canada
  • Fundamental research; bottom-up stock picking
  • Investments: high-quality, large cap companies that pay dividends, have an ability to grow the dividend, and are available at reasonable valuations
  • Focused portfolios; not compelled to invest in all benchmark sectors
  • Equal weight, low-turnover portfolios (10 to 15% per annum)
  • Portfolios generally consist of 20 to 25 securities
  • Proven long-term (10- and 15-year) investment performance
  • Consistent philosophy and process