Hedge Fund - Heathbridge Capital Management

Heathbridge Capital Management Ltd. is an independent portfolio management firm founded by the esteemed investment analyst, Rob Richards. The company is wholly owned by its six principals—Rob Richards, Rupel Ruparelia, Richard Tattersall, Dennis Ly, Sergio Di Vito, and Antonii Cisneros—who believe that employee ownership cultivates a culture of entrepreneurship and prioritizes clients' needs. The firm's performance record extends back to March 1996, encompassing periods under predecessor companies, as the same management team has consistently overseen portfolios for their clients throughout these times.

Robert F. Richards, BA, MBA, CFA, serves as Chairman of Heathbridge Capital Management Ltd., bringing over 50 years of experience in the investment industry. His career began in 1970 as a top-ranked research analyst at Harris and Partners, which later merged with Dominion Securities. He co-founded McLean McCarthy, a specialty research investment dealer, and subsequently managed portfolios at Deutsche Bank after its acquisition of the firm in 1988. Over the past thirty-five years, Rob has applied an investment discipline honed from extensive market observation and insights from leading money managers across North America. Born and raised in Winnipeg, Rob earned his B.A. from the University of Manitoba and his MBA from the Ivey School of Business at the University of Western Ontario in 1970. He attained his CFA accreditation in 1976. Since 1996, through Heathbridge Capital Management Ltd. and its predecessor entities, Rob has been implementing the Checkmark Investing™ discipline for their esteemed clientele.

Heathbridge Capital Management Ltd. reported $258,675,757 in managed 13F securities for Q1 2024, with a top 10 holdings concentration of 65.03%. Their largest holding is TC Energy Corp, with 618,775 shares held.