Hedge Fund - GuardCap Asset Management

Guardian Capital Bio, Returns, AUM, Net Worth

GuardCap Asset Management is a specialist investment company based in London and solely focused on managing concentrated, bottom-up, strategies for institutional investors. The investment manager is a wholly owned subsidiary of Toronto-based financial services firm, Guardian Capital Group Limited. GuardCap Asset Management had $13.1 billion in assets under management (AUM) and an additional $1.3 billion in assets under administration (AUA), as of December 31, 2021.

GuardCap Asset Management’s primary strategies are Global Equities and Global Emerging Market Equities. The strategies are long-only equity strategies, targeting long term absolute investment returns and investing primarily in shares and related instruments of shares, with typical portfolios holding 20-25 stock positions, seeking returns which exhibit lower volatility than their benchmark over the long-term. Its GuardCap Global Equity Fund Class: I (Acc) USD, which was launched in December 2014, has outperformed the benchmark over the 7-year period since its inception, generating an annualized return of 11.84%, compared to 8.43% for the benchmark.

Guardian Capital
Fund Profile
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Fund Name: GuardCap Asset Management
Manager Guardian Capital
Portfolio Value $7,761,295,512
Change This QTR +1.08%
Fund Holdings Sector Distribution
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Last update:
No. Security Ticker Shares Value Activity % Port History
1. CME 3,965,775 $835,192,215 -2% 10.76%
2. GOOG 5,166,572 $721,718,443 -2% 9.29%
3. BKNG 182,003 $645,604,682 -40% 8.31%
4. MA 1,505,178 $641,973,469 -2% 8.27%
5. ACN 1,740,239 $610,667,267 -2% 7.86%
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