Canadian General Investments: Q1 2025 Portfolio Highlights
Current Overview of Canadian General Investments Limited
Canadian General Investments, Limited (CGI) has released its latest financial insights as of the end of March 2025. The company reported that its net asset value per share (NAV) stands at $63.60, reflecting a year-to-date return of -7.9%. Over the past year, CGI achieved a 2.8% return, which is notably lower compared to the S&P/TSX Composite Index benchmark, which reported returns of 1.5% and 15.8% for year-to-date and 12-month periods, respectively.
Leveraging Strategy and Financial Performance
CGI employs a leveraging strategy utilizing bank borrowings to amplify returns for its shareholders. As of the reporting date, the leverage accounted for 15.1% of the company’s net assets, an increase from 13.8% at the end of 2024 and 13.4% a year before. The strategic use of leverage demonstrates CGI's commitment to optimizing its portfolio performance, even amidst market fluctuations.
Share Price Analysis
The market closing price for CGI’s shares on March 31, 2025, was noted at $36.30. This leads to a year-to-date share price return, with dividends reinvested, of -9.7%, while the 12-month share price return rested at -1.1%. This share performance is crucial for stakeholders and potential investors who track CGI’s market competitiveness.
Investment Portfolio Sector Allocations
The diversity of CGI’s investments across various sectors is fundamental to its strategy. As of March 31, 2025, the company has allocated its investments as follows:
| Information Technology | 21.9% |
| Industrials | 21.6% |
| Financials | 14.2% |
| Materials | 12.7% |
| Energy | 12.0% |
| Consumer Discretionary | 10.2% |
| Real Estate | 4.2% |
| Cash & Cash Equivalents | 2.6% |
| Communication Services | 0.6% |
Top Investments within the Portfolio
CGI's investment strategy is further illustrated through its top ten holdings, which constitute 36.1% of the overall investment portfolio. These key investments include:
| Franco-Nevada Corporation | 4.3% |
| NVIDIA Corporation | 3.9% |
| Canadian Pacific Kansas City Limited | 3.8% |
| The Descartes Systems Group Inc. | 3.8% |
| WSP Global Inc. | 3.8% |
| Mastercard Incorporated | 3.7% |
| Apple Inc. | 3.6% |
| Dollarama Inc. | 3.1% |
| Shopify Inc. | 3.1% |
| West Fraser Timber Co. Ltd. | 3.0% |
This diversified approach in sector allocations and strategic top investments showcases CGI's adaptability and understanding of market trends, reflecting robust management and foresight.
Contact Information for Investor Inquiries
For those interested in learning more about Canadian General Investments Limited, or for general inquiries, please reach out to:
Jonathan A. Morgan
President & CEO
Phone: (416) 366-2931
Fax: (416) 366-2729
Email: cgifund@mmainvestments.com
Website: www.canadiangeneralinvestments.ca
Frequently Asked Questions
What is the current NAV of Canadian General Investments?
The current NAV per share is $63.60 as of March 31, 2025.
How has the share price performed recently?
The closing share price as of March 31, 2025, was $36.30, reflecting a year-to-date return of -9.7%.
What sectors are heavily invested in by CGI?
CGI has significant investments in Information Technology, Industrials, and Financials, with respective allocations of 21.9%, 21.6%, and 14.2%.
Who is the CEO of Canadian General Investments?
Jonathan A. Morgan is the President and CEO of the company.
How can I contact Canadian General Investments?
You can contact them via phone at (416) 366-2931 or email at cgifund@mmainvestments.com for more information.
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