EdgePoint
Market insights and commentary from EdgePoint.
Canada4 articlesLast published 15 May 2026
Equities
Research
EdgePointMulti-Asset
Reflecting on the lessons the Investment Team has learned at the 18th annual Cymbria Day
At the 18th annual Cymbria Day, EdgePoint's Investment Team reflects on key lessons learned throughout their careers, covering humility in investing, the power of consistency, calibrating future regret, and the ongoing evolution of their investment approach. The content is presented in video format and directed at Canadian investors.
15 May 2026
EdgePointMulti-Asset
🔈The benefits of being different - 1st quarter, 2026
EdgePoint Investment Team members Sydney Van Vierzen and Steven Lo discuss their Q1 2026 commentaries - covering equities and credit respectively - with a focus on how EdgePoint's team structure helps avoid cognitive biases and how the firm prepares for market volatility. The conversation draws on two written commentaries: "It's been emotional" (equity) and "Pounding the rock" (credit).
22 Apr 2026
EdgePointEquities
It's been emotional - 1st quarter, 2026
EdgePoint Wealth's Q1 2026 commentary examines how human psychology - greed, fear, herding, and perverse incentives - drives recurring cycles of market exuberance and despair, using historical examples from the Nifty Fifty to post-Covid work-from-home winners. The piece argues that most active managers mirror their benchmarks due to career-risk incentives, and contrasts this with EdgePoint's differentiated approach of proprietary insight, peer-relative compensation, and concentrated portfolios.
20 Apr 2026
EdgePointFixed Income
Pounding the rock - 1st quarter, 2026
EdgePoint's Q1 2026 credit commentary argues that disciplined, ongoing research preparation - rather than reactive trading - is the key to capitalising on periodic volatility in public high yield bonds and leveraged loans. The piece uses the firm's investment in Perimeter Solutions (aerial fire retardant manufacturer) as a detailed case study, illustrating how years of watchlist-building led to outsized IRRs of ~13 - 14.5% across its credit portfolios.
20 Apr 2026