O'Higgins Asset Management Inc.

OHIGGINS ASSET MANAGEMENT INC is an SEC-registered investment adviser since 2020. The firm manages $195 million in assets, $84 million on a discretionary...

O'Higgins Asset Management Inc.

OHIGGINS ASSET MANAGEMENT INC is an SEC-registered investment adviser since 2020. The firm manages $195 million in assets, $84 million on a discretionary basis. It has 3 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Who founded O'Higgins Asset Management Inc. and what is the firm's core strategy?

Michael O'Higgins founded the firm after authoring the 1991 book 'Beating the Dow.' The firm's strategy involves selecting the ten highest-yielding stocks from the S&P/TSX 60 index annually, a version of the 'Dogs of the Dow' approach (per Michael O'Higgins, 1991).

Does O'Higgins Asset Management invest in private companies or alternative assets?

No. The firm focuses exclusively on Canadian-listed, large-cap dividend-paying equities. It does not invest in private equity, hedge funds, real estate, or other alternative asset classes.

How does O'Higgins Asset Management generate returns?

Returns come from two sources: the dividend income paid by the selected stocks and any capital appreciation from share price increases. The strategy is rebalanced annually to maintain exposure to the highest-yielding stocks.

Is O'Higgins Asset Management a family office or a retail-focused firm?

It is a registered portfolio manager serving retail and institutional clients, not a dedicated family office. The firm follows a public investment strategy rather than managing concentrated private wealth.

What is the firm's geographic investment focus?

The firm's portfolio is entirely composed of Canadian-listed equities, primarily from the S&P/TSX 60 index. It does not invest internationally.

Does O'Higgins Asset Management use leverage or derivatives?

Public filings indicate the firm does not employ leverage or derivatives in its strategy. Holdings are straightforward equity positions without hedging or complex financial instruments.

Where is O'Higgins Asset Management located?

The firm is registered in Oakville, Ontario, Canada, and operates within Canadian securities regulations across several provinces.

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