Overview
Canadian & General Investments is focused on generating medium to long-term capital appreciation and dividends from investment in Canadian corporations. It strives, through prudent security selection, timely recognition of capital gains/losses and appropriate income-generating instruments, to provide better than average returns to investors.
The fund’s website can be found here.
Fundamentals
Price
Research History
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11 Sep 2019 3 min read
QuotedData’s economic roundup – September 2019
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
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14 Sep 2017 2 min read
QuotedData’s economic round up – September 2017
QuotedData’s economic round up – September 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to […]
News
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18 Aug 2025 4 min read
Morning briefing: Third Point sacks broker Deutsche Numis; HICL and Bluefield Solar sell £260m of assets; plus GRID, LAND, GPE, INPP & CGI
Deutsche Numis dismissed after criticising Third Point Investors’ treatment of shareholders in the Malibu Life acquisition; HICL Infrastructure sells £225m of assets to fund share buybacks, Bluefield Solar makes £38m of disposals to pension fund partners and Land Securities sells a £245m office block. International Public Partnerships has a new lead manager at Amber Infrastructure. […]
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16 Aug 2024 1 min read
QuotedData’s morning briefing 16 August 2024 – CGI
In QuotedData’s morning briefing 16 August 2024: Canadian General Investments (CGI) announced its interim report for the six months to 30 June 2024. The company delivered a NAV total return of 13.3%, ahead of the benchmark index return of 6.1%. Shares were up 4.8%. Commenting on the performance and outlook, chair Vanessa Morgan noted: “The […]
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05 Jul 2024 1 min read
QuotedData’s morning briefing 5 July 2024 – USF, CGI
In QuotedData’s morning briefing 5 July 2024: US Solar Fund (USF) provided an update for the first quarter ended 31 March 2024. The company saw a NAV total return of 0.9%. Portfolio performance was also down due to lower than expected solar irradiance. Overall generation was 130.6GWh, 11.6% below forecast. Canadian General Investments (CGI) provided […]
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13 Jun 2023 1 min read
QuotedData’s morning briefing 13 June 2023
Atrato Onsite Energy (ROOF) announced its interim results for the six month period ended 31 march 2023. The company’s performance was generally positive with a modest improvement in NAV, which was up around 1%, while revenue growth came in 9% ahead of budget. Dividends were flat. Still, shares fell 14% during the period dragging the […]
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06 Jun 2023 1 min read
QuotedData’s morning briefing 6 June 2023
Marwyn Value Investors (MVI) announced the appointment of Will Self to the company’s board as CEO, leading the development and execution of MVI’s overall company strategy. James Corsellis, CIO commented: “We are delighted to be working with Will in his new role as CEO, alongside Mark Hodges as chairman, as the company continues in the […]
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26 Feb 2018 1 min read
Investment Trust Insider on US trusts
James Carthew: where is a US growth trust when you want it? One of the strangest things about investment companies is how under-represented the US stock market is within the sector. Dedicated listed North American funds accounted for just 1.6% of the money in investment trusts and investment companies at the end of last year, […]
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08 Jun 2016 1 min read
Canadian General refinances its preference shares
Canadian General Investments, Limited announced today that it has entered into an agreement with a Canadian chartered bank for a $75 million three-year fixed rate secured credit facility. Proceeds from the facility will be used to fund the previously announced June 10, 2016 redemption of its $75 million 3.90% Cumulative Redeemable Class A Preference Shares, […]
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17 Aug 2015 1 min read
Canadian & General beats benchmark in H1
Over the first half of 2015 Canada’s S&P/TSX Composite Index returned just 0.9%, weighed down by the poor environment for resources stocks. Canadian & General did better than this however, returning 3.5% on net assets. The manager says the leading sector, by a wide margin, was Health Care, dominated by Valeant Pharmaceuticals International and Catamaran Corporation. The latter […]
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13 Mar 2015 1 min read
Oil price fall hurts Canadian and General
For the year to the end of December 2014, Canadian and General’s net asset value per share total return was 8.4% and the return to shareholders was 13.3%. By comparison, the total return of its benchmark, the S&P/TSX Composite Index, was 10.6% during the same period. During 2014, CGI paid two regular quarterly taxable dividends that aggregated to $0.24 per common […]
