Cardinal Capital Management - Cardinal at a Glance

Cardinal at a Glance

Founded in 1992 by Timothy E. Burt, CFA, who remains Cardinal’s Chief Executive Officer and Chief Investment Officer.
As of May 2011, more than $1.5 billion in assets under management, with clients throughout North America.
Mandates: Canadian equity, U.S. equity, and Canadian fixed income.
33 staff, including 10 CFA charterholders.
Disciplined value investment philosophy.
Houses one of the finest, most meticulous investment research teams in Canada.
Fundamental research; bottom-up stock picking.
Investments: high-quality, large cap companies that pay dividends, have an ability to grow the dividend, and are available at reasonable valuations.
Focused portfolios; not compelled to invest in all benchmark sectors.
Equal weight, low-turnover portfolios (10 to 15% per annum).
Portfolios generally consist of 20 to 25 securities.
Proven long-term (10- and 15-year) investment performance.
Consistent philosophy and process.