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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- DeltaFoundation
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
About Giverny Capital
Giverny Capital is a Montreal-based investment manager serving retail and institutional clients. Led by CEO François Rochon, the firm emphasizes long-term equity investing in robust, resilient businesses and implements portfolios using a mix of ETFs and pooled vehicles. Rochon’s approach is profiled in a book by André Gosselin, who cites him among the top 1% of North American equity portfolio managers.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FRANCOIS ROCHON
Chief Executive Officer, President
- CRD
- #4763502
- Ownership
- 50% but less than 75%
JEAN-PHILIPPE BOUCHARD
President, Vice President
- CRD
- #5872436
- Ownership
- Less than 5%
Harbor value
Pathway quantum
- CRD
- #59718
- Ownership
- 1.7%
Showing 2 of 3 owners & executives
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SÉBASTIEN GENEST-ROY
Advisor
- CRD
- #7232815
NICOLAS L'ECUYER
--
- CRD
- #6504100
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,703,277,172 | $536,045 |
| Non-Discretionary | $0 | -- |
| Total | $2,703,277,172 | $536,045 |
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Separately Managed Accounts
Total SMA Asset: $2,703,277,172
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $3,730,143,202 | 44.3% |
| Equity - Exchange | $2,062,946,015 | 24.5% |
| Cash | $2,627,098,598 | 31.2% |
| Total | $8,420,187,815 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT INSIGHT | CAPITAL PEAK | T51BIRYDW | CLHFI | 8.15% | $24,169,316 |
| ELEMENT CREST OPTIMA | ELEMENT HORIZON | LJFWHI7VO | UDZX | 11.87% | $49,503,023 |
| NORTH CATALYST | EMBER ALPHA | 1GGQX7MKN | QIRA | 4.60% | $29,617,245 |
| VITAL PIONEER | LEGACY VERTEX | IXPMREP7F | HGW | 10.82% | $116,440,300 |
| CATALYST MATRIX PRIME | PIONEER GLACIER | OT9VZJJMS | YRHD | 9.92% | $98,068,396 |
| MOMENTUM FRONTIER | DELTA CREST | JD42ES0OC | TFPD | 7.48% | $68,950,461 |
| UNISON HORIZON | PRIME OAK | RFOJX305M | NAFRH | 10.09% | $88,991,290 |
| VITAL OAK | MATRIX VALUE | 76D3QQYE1 | BYUB | 7.16% | $1,225,517 |