Canadian General Investments Strategic Portfolio Overview

Author: Evelyn Baker Updated: 08-06-2025 11:19 AM

Overview of Canadian General Investments

Canadian General Investments, Limited (NASDAQ: CGI) is a notable player in the Canadian investment landscape. As of a recent report, the net asset value per share (NAV) was recorded at $73.48, signaling a year-to-date NAV return of 6.9% and a 12-month return of 14.0%. These figures highlight a solid performance in comparison to the benchmark S&p;P/TSX Composite Index, which achieved returns of 12.0% and 21.4% respectively during the same evaluation periods.

Leverage Strategy for Enhanced Returns

The firm has adopted a strategic leveraging approach through bank borrowing, which is designed to boost returns for its common shareholders. Notably, as of the latest evaluation, leverage represented 13.0% of the company's net assets. This marks a slight decrease from the previous year, where it stood at 13.8%, yet it has seen an increase compared to 12.8% at the same time last year.

Current Share Price Performance

As for the common shares of CGI, the closing price noted was $40.60. The returns, with dividends reinvested, show 1.7% year-to-date and 3.0% over the last year, illustrating a steady upward trend despite market fluctuations.

Investment Portfolio Highlights

CGI's investment portfolio is carefully diversified across several sectors. As of the latest assessment, the sector weightings were as follows:

Information Technology: 24.7%
Industrials: 21.0%
Financials: 14.2%
Materials: 12.7%
Energy: 12.3%
Consumer Discretionary: 9.4%
Real Estate: 4.3%
Cash & Cash Equivalents: 0.7%
Communication Services: 0.7%

Top Investments Within the Portfolio

The top ten investments in CGI's portfolio account for 38.1% of its market value. The noteworthy companies included are:

Celestica Inc.: 5.6%
NVIDIA Corporation: 5.4%
WSP Global Inc.: 3.9%
Franco-Nevada Corporation: 3.7%
Dollarama Inc.: 3.4%
Canadian Pacific Kansas City Limited: 3.4%
The Descartes Systems Group Inc.: 3.4%
Mastercard Incorporated: 3.3%
Shopify Inc.: 3.1%
Apple Inc.: 2.9%

Contact Information for Inquiries

For those seeking further details or insights regarding Canadian General Investments, please reach out to:

Jonathan A. Morgan
President & CEO
Phone: (416) 366-2931
Fax: (416) 366-2729
Email: info@canadiangeneralinvestments.ca
Website: www.canadiangeneralinvestments.ca

Frequently Asked Questions

What is Canadian General Investments' recent NAV?

The recent net asset value (NAV) per share for Canadian General Investments is $73.48.

How much leverage does CGI utilize?

As of the latest report, CGI's leverage stands at 13.0% of its net assets.

What were the share price returns for CGI?

The share price returns with dividends reinvested are 1.7% year-to-date and 3.0% for the last year.

Which sectors dominate CGI's investment portfolio?

CGI's portfolio heavily emphasizes Information Technology and Industrials, comprising 24.7% and 21.0% respectively.

Who can be contacted for more information about CGI?

Inquiries can be directed to Jonathan A. Morgan, President & CEO, at (416) 366-2931 or via email.

About The Author

Greetings, I'm 32-year-old author and financial specialist Evelyn Baker. My introduction into the financial industry started with an economics degree and continued with a wealth of experience in wealth management and financial consulting. My great passion over the years has been assisting people and companies in making wise, well-informed decisions to reach their financial objectives.

My goal with writing is to simplify difficult financial ideas into understandable, doable guidance. My goal in writing many books and articles is to make personal finance understandable to everyone, irrespective of their experience or background. I want to give readers the information they need to take charge of their financial futures, from investing and retirement planning to budgeting and saving.

Along with my writing, I lead webinars and workshops where I provide doable advice and methods for achieving financial success. To reach a larger audience, I also frequently contribute to financial blogs and publications. My method is always to offer doable, real-world guidance that can actually improve people's lives.

Aside from my job, I like to cook, travel, and experience other cultures. I work hard to apply my belief in the value of a balanced life to my financial counsel. My goal in working is to encourage and enable people to succeed financially so they may lead the best lives possible.

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