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Equibles

Canso Investment Counsel Ltd.

Registered adviser

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Records disagree; the first in precedence decides.
Form ADV adviser
CRD 336447
Roster of Oct 1, 2026
Regulatory AUM
$46,645,743,893
Main clients
Pooled investment vehicles (61% of AUM)
LEI
549300HMTMNNSEFN9D07
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
Rosters Regulatory AUM Main clients
Oct 2026 $46,645,743,893 Pooled investment vehicles (61%)
Dec 2025 to Sep 2026 $44,358,760,156 Pooled investment vehicles (57%)
Jun 2025 to Sep 2025 $37,762,328,329 Pooled investment vehicles (58%)
Stated strategy
Fixed income / rates, Fundamental active, Value, Income Form ADV Part 2A, Sep 25, 2026 · original
In the firm's words
  • Fixed income / rates: Our mandates are primarily managed using one of three different fixed income strategies: Investment Grade, Broad Corporate, and Corporate Value.
  • Fundamental active: Our fixed income approach concentrates on fundamental analysis and security selection.
  • Value: We would rather buy an out-of-favour and cheap “A” bond than a highly sought after and overpriced junk bond.
  • Income: Our portfolios are constructed to maximize yield at an acceptable level of credit risk.

Portfolio style

Not measured yet. Quarters are measured from the first covered 13F quarter, once each filing window closes.

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

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No Portfolio Data

No 13F holdings on record for this institution yet.