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Cardinal Capital Management: Verified Investor Reviews on Invest Clearly

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Cardinal Capital Management Website

Cardinal Capital Management

Cardinal Capital Management Overview

Cardinal Capital Management Inc. is one of Canada’s most respected independent investment management firms, built on a foundation of discipline, research, and long-term value investing. With over $5.2 billion in assets under management and clients across North America, Cardinal delivers consistent, risk-conscious returns for both private and institutional investors.

The firm follows a fundamental, bottom-up, value investing philosophy, focusing on large-cap, dividend-paying companies that trade below intrinsic value. Guided by the belief that strong businesses reward shareholders through sustainable dividends, Cardinal constructs concentrated portfolios that reflect deep conviction—not the index.

A signatory of the UN Principles for Responsible Investment (UN PRI), Cardinal integrates ESG considerations into its investment process to preserve and grow client capital responsibly. The firm’s 84-member team, including 12 CFA charterholders and a dedicated research group, is recognized for its analytical rigor and commitment to client service.

Beyond wealth management, The Cardinal Foundation, established in 2009, exemplifies the company’s dedication to giving back—supporting charitable organizations that strengthen local communities.

For more than three decades, Cardinal has upheld its founding mission: to deliver consistent, disciplined, and ethical investment management that builds lasting prosperity for clients and their families.

Address

Four Greenwich Office Park

Greenwich,

Connecticut

06831

Year Founded

1995

Operates In

Connecticut

Asset Classes

Accepted Investors

Accredited

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