EdgePoint Investment Group manages investments for institutional investors, such as foundations and pension portfolios, through separately managed accounts. EdgePoint invests in U.S., Canadian, and other global stocks. EdgePoint aims to buy ownership stakes in companies at prices below their assessment of the company's true worth. Investments are managed according to each client's objectives and restrictions.
Assets Under Management$29B
Clients21
AdvisorsN/A
Avg. per Client$1.4B
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.70% |
| $100.0M - $250.0M | 0.65% |
| $250.0M - $500.0M | 0.60% |
| $500.0M - $1000.0M | 0.55% |
| $1000M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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