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CGI

Canadian General Investments, Ld

Financial Services First-pass screen £567m
340/1000 Overall fit
AI beneficiary 35% 30
Operating leverage 25% 20
Valuation 25% 40
Downside protection 15% 55

First-pass take

CGI is a closed-end Canadian equity fund with no AI exposure, operating leverage, or attractive valuation (1.15% dividend yield). As an investment vehicle rather than operating company, it lacks the business fundamentals this framework assesses.

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