Canadian General Investments, Limited

https://www.canadiangeneralinvestments.ca

Canadian General Investments, Limited (CGI) is a closed-end equity fund established in 1930, focused on generating better than average returns for investors. Its mission is achieved through prudent security selection, timely recognition of capital gains/losses, and appropriate income-generating instruments, primarily within Canadian corporations. The company's headquarters are located at 10 Toronto Street, Toronto, ON, M5C 2B7, Canada.

CGI operates as an investment company, or investment trust, providing diversified exposure primarily to the Canadian equity markets. It invests in the public equity markets of Canada across diversified sectors and companies of all market capitalizations. The fund employs a fundamental analysis with a bottom-up stock-picking approach, focusing on medium- to long-term investments. Key sectors in its portfolio include Information Technology, Industrials, Financials, Energy, and Materials.

Since 1956, Canadian General Investments, Limited has been managed by Morgan Meighen & Associates Limited (MMA). Jonathan A. Morgan serves as the President & CEO, with Vanessa L. Morgan as the Chair. The company recently declared a quarterly dividend of $0.31 per share, payable on June 15, 2026, marking a 14.8% increase from 2025. CGI regularly reports its unaudited net asset value (NAV) per share and investment updates, and utilizes a leveraging strategy to enhance returns for its common shareholders.

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CID: 3124