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Funds (13F)

Edgepoint Investment Group Inc.

Backtest from 2 Aug 2013 to 2 Nov 2026 · weekly · hypothetical

Watch this strategy
Return a year
+11.2%
S&P 500 +13.8%
Last 12 months
+32.0%
S&P 500 +12.1%
Sharpe ratio
0.52
S&P 500 0.76
Biggest drop
−46.3%
S&P 500 −31.8%
$10.0k$20.0k$40.0k 2013201520172019202120232025 $55.3k$41.0k
StrategyS&P 500 $10,000 in Edgepoint Investment Group Inc. from 2 Aug 2013 against the S&P 500 (total return) over the same dates, marked weekly, log scale. Hypothetical: before taxes and trading costs.

About

Copies Edgepoint Investment Group Inc.'s quarterly 13F holdings in the companies we cover, weighted by reported value: it buys on the first trading day after each 13F is filed (up to 45 days after the quarter) and holds until the next filing. A 13F shows long US-listed positions only, at the quarter's end, so this misses shorts, cash, bonds, non-US holdings and trading within the quarter.

Edgepoint Investment Group Inc.'s 13F holdings →

Key statistics

MeasureStrategyS&P 500
Return a year (compound)+11.2%+13.8%
Total return+310%+453%
Last 12 months+32.0%+12.1%
Last 3 months+8.3%—
Last month+6.0%—
This year so far+21.6%—
Volatility a year20.7%16.0%
Sharpe ratio0.520.76
Biggest drop−46.3%−31.8%
Beta to the S&P 5001.101.00
Alpha a year (t-statistic)−2.6% (−0.87)—
Share of weeks up57%—

Sharpe ratio uses returns above the 3-month Treasury bill rate. Alpha is the yearly return left after allowing for the strategy's exposure to the S&P 500 (CAPM); a t-statistic below about 2 means it cannot be told apart from luck.

Insights

CompanyWeightHeld sinceReturn since
QSR9.4%——
DLTR8.8%——
RBA8.4%——
TMO8.3%——
RVTY7.2%——
SPGI6.3%——
MAT5.4%——
FNV5.0%——
MRSH4.8%——
OR4.4%——
JLL4.3%——
AMZN4.0%——
AQN3.9%——
DGX3.6%——
AME2.7%——
UNP2.7%——
AMAT2.0%——
TWST2.0%——
TEL1.6%——
ATS1.5%——
CSGP1.3%——
RMBS1.1%——
HBM0.4%——
CCOI0.2%——
TCX0.2%——
GIL0.2%——
ROST0.1%——
BRO0.1%——
XPL0.0%——
IFF0.0%——
NESR0.0%——
NU0.0%——
ECHO0.0%——
LECO0.0%——
GTLB0.0%——
PH0.0%——
LZM0.0%——

Weighted by reported value in the latest 13F, held until the next filing.

PeriodReturn a yearS&P 500SharpeS&P 500Biggest dropBetaAlpha (t)
Whole backtest2 Aug 2013 to 2 Nov 2026+11.2%+13.8%0.520.76−46.3%1.10−2.6% (−0.87)
2018 onwards5 Jan 2018 to 2 Nov 2026+9.2%+13.9%0.380.66−46.3%1.09−4.2% (−1.00)
Last three years3 Nov 2023 to 2 Nov 2026+19.1%+21.8%0.901.16−17.3%0.78+1.6% (0.24)
Last year7 Nov 2025 to 2 Nov 2026+32.2%+14.2%1.460.84−10.5%0.70+18.3% (1.19)
DateCompanyAction
21 Aug 2026MRSHBought
21 Aug 2026GTLBBought
21 Aug 2026CSGPBought
22 May 2026SPGIBought
22 May 2026BROBought
22 May 2026AMZNBought
20 Feb 2026SLMBought
20 Feb 2026GTLBBought
21 Nov 2025UNPBought
21 Nov 2025NESRBought
21 Nov 2025FUNBought
21 Nov 2025ECHOBought
15 Aug 2025PHBought
15 Aug 2025ORBought
15 Aug 2025NUBought
15 Aug 2025LZMBought
15 Aug 2025HOODBought
15 Aug 2025DGXBought
16 May 2025TWSTBought
16 May 2025TMOBought
16 May 2025RMBSBought
16 May 2025PCGBought
16 May 2025LYFTBought
16 May 2025IEBought
21 Feb 2025LKQBought

Dated at the rebalance that made the change.

DateCompanyAction
21 Aug 2026LKQSold
22 May 2026SLMSold
22 May 2026PCGSold
22 May 2026NSCSold
22 May 2026LYFTSold
22 May 2026GTLBSold
22 May 2026GNTXSold
20 Feb 2026HOODSold
20 Feb 2026FUNSold
20 Feb 2026BAMSold
15 Aug 2025IESold
15 Aug 2025ELVSold
15 Aug 2025BLNDSold
16 May 2025QCOMSold
16 May 2025PSMTSold
16 May 2025CZRSold
16 May 2025BBSold
16 May 2025APTVSold
21 Feb 2025BTISold

Dated at the rebalance that made the change.

Backtests are hypothetical and use today's listed companies only, which flatters results. Past performance does not predict future returns. This is research, not investment advice. How we backtest