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EDGEPOINT CANADIAN PORTFOLIO

Edgepoint

The Portfolio๋Š” ๊ฐ•๋ ฅํ•œ ๊ฒฝ์Ÿ๋ ฅ์„ ๊ฐ–์ถ”๊ณ  ์žˆ์œผ๋ฉฐ, ์ง„์ž… ์žฅ๋ฒฝ์ด ๋†’๊ณ , ์žฅ๊ธฐ์ ์ธ ์„ฑ์žฅ ๊ฐ€๋Šฅ์„ฑ๊ณผ ์œ ๋Šฅํ•œ ๊ฒฝ์˜์ง„์„ ๋ณด์œ ํ•œ ์บ๋‚˜๋‹ค ๊ธฐ์—…์— ์ฃผ๋กœ ํˆฌ์žํ•จ์œผ๋กœ์จ ์žฅ๊ธฐ์ ์ธ ์ž๋ณธ ์ƒ์Šน์„ ์ถ”๊ตฌํ•ฉ๋‹ˆ๋‹ค.

๋ณด์œ  ์ฃผ์‹
์ž์‚ฐ ๊ทœ๋ชจ
% Top 10
176
$28.04B
33.22%
์ตœ์‹ 2025Q3
์ตœ๋‹ค ๋งค์ˆ˜4612 (JP)
์ตœ๋‹ค ๋งค๋„WBD (US)

์ฃผ์‹ ๊ฑฐ๋ž˜

์ „์ฒด

๋งค์ˆ˜

๋งค๋„

๋ฒˆํ˜ธ
์ด๋ฆ„
๋™์ž‘
๊ฑฐ๋ž˜ ์ฃผ์‹ ์ˆ˜
% ๋ณ€๋™๋ฅ 
์ด ๋ณด์œ  ์ฃผ์‹ ์ˆ˜
์‹œ๊ฐ€ ์ด์•ก (๋‚ ์งœ)
๋ฐœํ–‰์ผ
๊ด€์‹ฌ ๋ชฉ๋ก
Restaurant Brands International Inc (US)
QSR
๋งค์ˆ˜
+2.70M
+14.10%
19.14M
$1.43B
2026-03-31
๎™›
Ross Stores Inc (US)
ROST
๋งค๋„
-2.45M
-36.60%
1.79M
$418.66M
2026-03-31
๎™›
OR Royalties Ord Shs (CA)
OR
๋งค๋„
-2.08M
-10.90%
14.98M
$740.85M
2026-03-31
๎™›
4
Mattel Inc (US)
MAT
๋งค์ˆ˜
+1.80M
+3.80%
47.92M
$714.02M
2026-03-31
๎™›
5
S&P Global Inc (US)
SPGI
๋งค์ˆ˜
+1.65M
+97.80%
1.69M
$702.91M
2026-03-31
๎™›
6
Amazon.com Inc (US)
AMZN
๋งค์ˆ˜
+1.35M
+130.50%
1.03M
$280.15M
2026-03-31
๎™›
7
Applied Materials Inc (US)
AMAT
๋งค๋„
-1.31M
-39.00%
744.61K
$333.77M
2026-03-31
๎™›
8
LKQ Corp (US)
LKQ
๋งค๋„
-1.18M
-16.60%
4.73M
$129.79M
2026-03-31
๎™›
9
RB Global Ord Shs (CA)
RBA
๋งค์ˆ˜
+1.11M
+13.70%
8.10M
$842.22M
2026-03-31
๎™›
10
AMETEK Inc (US)
AME
๋งค๋„
-1.04M
-27.00%
1.77M
$401.76M
2026-03-31
๎™›
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์œ„ํ—˜ ๊ฒฝ๊ณ : ์ €ํฌ ์›น์‚ฌ์ดํŠธ์™€ ๋ชจ๋ฐ”์ผ ์•ฑ์€ ํŠน์ • ํˆฌ์ž ์ƒํ’ˆ์— ๋Œ€ํ•œ ์ผ๋ฐ˜์ ์ธ ์ •๋ณด๋งŒ์„ ์ œ๊ณตํ•ฉ๋‹ˆ๋‹ค. Finsights๋Š” ์žฌ์ •์  ์กฐ์–ธ์ด๋‚˜ ํˆฌ์ž ์ƒํ’ˆ์— ๋Œ€ํ•œ ์ถ”์ฒœ์„ ์ œ๊ณตํ•˜์ง€ ์•Š์œผ๋ฉฐ, ์ด๋Ÿฌํ•œ ์ •๋ณด ์ œ๊ณต์ด Finsights๊ฐ€ ๊ธˆ์œต ์กฐ์–ธ์ด๋‚˜ ์ถ”์ฒœ์„ ์ œ๊ณตํ•˜๋Š” ๊ฒƒ์œผ๋กœ ํ•ด์„๋˜์–ด์„œ๋Š” ์•ˆ ๋ฉ๋‹ˆ๋‹ค.
ํˆฌ์ž ์ƒํ’ˆ์€ ํˆฌ์ž ์›๊ธˆ ์†์‹ค์„ ํฌํ•จํ•œ ์ƒ๋‹นํ•œ ํˆฌ์ž ์œ„ํ—˜์— ๋…ธ์ถœ๋˜์–ด ์žˆ์œผ๋ฉฐ, ๋ชจ๋“  ์‚ฌ๋žŒ์—๊ฒŒ ์ ํ•ฉํ•˜์ง€ ์•Š์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค. ํˆฌ์ž ์ƒํ’ˆ์˜ ๊ณผ๊ฑฐ ์„ฑ๊ณผ๋Š” ๋ฏธ๋ž˜ ์„ฑ๊ณผ๋ฅผ ๋ณด์žฅํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.
Finsights๋Š” ์ œ3์ž ๊ด‘๊ณ ์ฃผ๋‚˜ ์ œํœด์‚ฌ๊ฐ€ ์ €ํฌ ์›น์‚ฌ์ดํŠธ๋‚˜ ๋ชจ๋ฐ”์ผ ์•ฑ ๋˜๋Š” ๊ทธ ์ผ๋ถ€์— ๊ด‘๊ณ ๋ฅผ ๊ฒŒ์žฌํ•˜๊ฑฐ๋‚˜ ์ „๋‹ฌํ•  ์ˆ˜ ์žˆ๋„๋ก ํ—ˆ์šฉํ•  ์ˆ˜ ์žˆ์œผ๋ฉฐ, ์‚ฌ์šฉ์ž๊ฐ€ ๊ด‘๊ณ ์™€ ์ƒํ˜ธ์ž‘์šฉํ•˜๋Š” ๋ฐฉ์‹์— ๋”ฐ๋ผ ์ด๋“ค๋กœ๋ถ€ํ„ฐ ๋ณด์ƒ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
ยฉ ์ €์ž‘๊ถŒ: FINSIGHTS MEDIA PTE. LTD. ๋ชจ๋“  ๊ถŒ๋ฆฌ ๋ณด์œ