Investment Manager Relationships

AGG Capital Management (AGGCM) is a fund management business focused on high-value segments of the European credit and real estate markets.  AGGCM is part of the Arrow Global Group which was founded in 2005 and went public in 2013.  Arrow Global is a leading European investor and asset manager in the non-performing and non-core assets sector.

AQR is a global investment management firm dedicated to delivering results for our clients. At the nexus of economics, behavioral finance, data and technology, AQR’s evolution over two decades has been a continuous exploration of what drives markets and how it can be applied to client portfolios. The firm is headquartered in Greenwich, Connecticut.

Founded in 2016, Arbour Lane Capital Management is a private registered investment advisor focused primarily on opportunistic credit and special situation investments.

Founded in 1997, Ares Management is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, private equity, real estate and infrastructure asset classes. Ares seeks to provide flexible capital to support businesses and create value for our stakeholders and within our communities.

Founded in 1999, Arrowstreet invests in public equity securities globally using a systematic investment process. Arrowstreet believes that markets are inefficient, and that a well-conceived investment process can generate superior risk adjusted returns.  Furthermore, Arrowstreet believes that for information to be applicable in an active investment process it must be both relevant to share prices and slowly reflected in share prices.

Founded in 1994, Artisan is a global investment management firm that provides a broad range of value-added investment strategies in growing asset classes to clients around the world. The firm is committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan’s autonomous investment teams oversee a range of investment strategies across multiple asset classes.

Founded in 2006, Atalaya focuses on making private credit and special opportunities investments in three principal asset classes: specialty finance, real estate, and corporate.

Founded in 1993, Bayview is an investment firm focused on mortgage and consumer credit, including residential, commercial, and consumer whole loans, asset-backed securities, mortgage servicing rights, and mortgage-related equities.

Founded in 1998, Beacon is a private real estate investment firm focused on real estate development, ownership and management. Beacon invests in high-quality office properties in core urban markets in the US with highly-educated workforces. Beacon’s approach transforms these properties for today’s tenants.

Founded in 1975, Bridgewater is focused on understanding how the world works. The firm has built a strong long-term track record by having a deep understanding of the global economy and financial markets, and translating that understanding into investment portfolios.

Founded in 1899, Brookfield is a global alternative asset manager, focused on investing in long-life, high-quality assets across real estate, infrastructure, and private equity. Brookfield’s investments include a portfolio of office properties, an infrastructure business, and a pure-play renewable power business.

Founded in 1991, Capital Fund Management is an investment management firm whose strategies are based on a quantitative and systematic approach to financial markets. Their culture blends a mixture of the scientific backgrounds of researchers and IT engineers, supported by the firm’s corporate team.

CIFC is a global credit manager founded in 2005. CIFC focuses across four disciplines — CLOs, structured credit, corporate credit and opportunistic credit.

Clearlake Capital Group is a leading private investment firm founded in 2006. With a sector-focused approach, the firm seeks to partner with world-class management teams by providing patient, long-term capital to dynamic businesses that can benefit from Clearlake’s operational improvement approach, O.P.S.® The firm’s core target sectors are technology, industrials and consumer. Clearlake currently has approximately $25 billion of assets under management and its senior investment principals have led or co-led over 200 investments.

Founded in 2000, Conundrum targets under-valued and under-performing real estate assets in select markets across Canada. The firm employs strategic capital improvements and professional asset and property management to enhance cash flows and increase value, enabling the profitable disposition of assets.

Founded in 1997, Crestline Investors is an institutional alternative investment management firm specializing in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides beta and hedging solutions for institutional clients.

Founded in 2003, CRG is a healthcare-focused investment firm. CRG provides growth capital in the form of long-term debt and equity to support innovative, commercial-stage healthcare companies that address large, unmet medical needs. The firm invests across the healthcare spectrum, including: medical devices, biopharmaceuticals, tools & diagnostics, services and information technology.

Founded in 1994, Egerton is an independent investment management firm that manages two strategies (equity long/short and equity long-only) for a diversified client base. Egerton employs a fundamental, bottom-up, research-intensive approach to stock selection. The firm’s investment objective is to achieve attractive risk-adjusted returns over time well in excess of equity market indices by adding significant value through stock selection. The investment universe is liquid, large-cap equities and the portfolio is invested across all major geographies, sectors and industry groups.

Ellington Global Asset Management, together with its affiliate Ellington Management Group L.L.C., is an investment and advisory firm founded in 1994. Ellington’s core investment competency spans residential and commercial mortgages, structured credit, consumer loans, corporate credit and asset backed securities.

Founded in 2015, EMK Capital is an independent private equity firm based in London, United Kingdom. EMK is focused on investing in businesses where it can support management teams in achieving transformational growth and change.

Founded in 2019 as a spin-out from an established emerging markets asset management firm, Fourth Sail Capital is a boutique asset manager focused on investment opportunities throughout Latin America.  Fourth Sail employs a rigorous fundamental bottom-up investment approach, but also follows local and global macroeconomics and politics closely in order to manage downside risks.

FPA is an independent institutional money management firm, employing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation.

Founded in 1998, Impax Asset Management is a specialist asset manager focused on investing in the opportunities that arise from the transition to a more sustainable global economy. Across investment portfolios, Impax seeks to invest in higher quality companies with strong business models that demonstrate sound management of risk.

Founded in 1998, Lansdowne Partners was established with the objective of building a leading investment management partnership focused on delivering superior long-term investment returns and exceptional client service. The firm has been the recipient of multiple industry awards over the years, both for outstanding performance and operational Infrastructure.

Lombard Odier Investment Managers (LOIM) is the asset management business of the Lombard Odier Group. LOIM provides specialised strategies across the equity, fixed income, multi-asset, convertible bond and alternative asset classes.

Founded in 1997, Marshall Wace is a global alternative investment manager specializing in long/short equity strategies. Marshall Wace combines fundamental investing with systematic and quantitative strategies to deliver returns from a range of investment solutions.

Founded in 2008, Origami Capital Partners manages private capital that offers structured, creative approaches to complex challenges. Origami’s extensive experience navigating complicated situations helps to solve capital structure, liquidity and follow-on capital needs for our deal partners. Origami focuses on investing in North America and Europe and evaluates opportunities across asset classes and sectors, including: real estate, credit, technology and financial services.

Founded in 2002, PAG is one of Asia’s largest alternative investment firms. PAG is focused on private equity, real estate, absolute return and private debt strategies.

Redwheel is a specialist, independent investment organisation. Our active investment heritage is built on a foundation of innovation, original thought and high conviction. Our business was established in 2000 with a simple ambition: to create an environment in which exceptional fund managers can operate in a manner that allows them to maximise the benefits of their skills over the long-term.

For more than a decade, RP Investment Advisors LP (“RPIA”) has helped Canadian investors achieve their investment objectives by providing innovative fixed income solutions focused on corporate bonds. RPIA was founded by individuals with expertise in global fixed income and risk management garnered from running the global fixed income businesses of large financial institutions. The firm follows a highly active approach that focuses on generating steady returns and preserving capital during volatile markets. They are a UNPRI signatory, and have embedded Environmental, Social and Governance (ESG) factors into their investment process.

Founded in 2007, Samlyn Capital is an independent investment firm that manages equity long-short and equity long-only strategies. Samlyn’s core investment philosophy relies on catalyst-driven, value-oriented bottom-up fundamental research. The investment objective is to generate superior risk-adjusted returns on a sustainable basis while preserving capital. The strategy invests in global equity securities across industries.

Sculptor Capital Management is a leading alternative asset manager serving a diverse global investor base with global investment solutions across multi-strategy, credit and real estate. Sculptor’s track record of generating attractive risk-adjusted returns is rooted in a distinctive investment process that combines deep fundamental research, an opportunistic approach to allocating capital and fully integrated risk management. With a global team operating from offices in New York, London, Hong Kong and Shanghai, Sculptor’s collaborative culture brings to bear its diverse resources and perspectives to drive performance.

Founded in 1990, Select Equity Group manages long/short and long-only equity strategies that invest in high quality companies across geographies and market capitalizations. The Firm was founded on the premise that rigorous, independent research and disciplined investing will generate superior returns. Select Equity is employee owned and employs a large research team, which includes a field research division of former financial journalists and sourcing specialists.

Founded in 2007, Springs is an alternative investment manager specializing in investing in China-related listed companies across all sectors. The firm adopts a systematic fundamental-driven approach that highlights establishing sustainable investment capability through processes and methodologies on top of human ingenuity. An important feature of its investment style is contrarian bottom-up stock picking based on rigorous research in out-of-favor sectors. The firm typically runs a concentrated portfolio of high conviction names.

Founded in 2006, StepStone is a private markets firm that creates customized portfolios using a disciplined, research-focused approach that integrates primaries, secondaries, and co-investments across private market asset classes.

Founded in 1987 (Toronto Dominion Securities Inc. (incorporated on June 5, 1987) and Lancaster Investment Counsel Inc. (incorporated on May 5, 1988) amalgamated to form TD Asset Management Inc. on January 1, 1996), TD Asset Management, a member of TD Bank Group, is an investment management firm that offers investment solutions to corporations, pension funds, endowments, foundations and individual investors.

Founded in 1997, Triton is an investment firm that invests in the business services, consumer, health and industrial sectors, primarily in businesses headquartered in Europe. Triton focuses on companies with the potential to create sustainable, long-term value through changing economic cycles.

Founded in 2006, Trustbridge is a growth equity investor that seeks to develop a fundamental understanding of long-term trends in society, consumer behaviour, and technology. The firm focuses on high-quality growth opportunities in China within the TMT, consumer, and healthcare sectors, where they believe their experience and industry relationships generate unique insights and give their portfolio companies a competitive edge.

Two Sigma specializes in process-driven, systematic investment management, generally by employing quantitative analysis in evaluating prospective investments.

Tybourne Capital Management is an Asia-based global growth investor in public and private equity markets. Tybourne aims to deliver exceptional compound returns over the long term by employing a fundamental research-driven approach to equity investing across four sectors: Consumer, Financials, Healthcare and TMT.

Voloridge Investment Management is a quantitative investment manager founded by David Vogel in 2009. The firm applies artificial intelligence and machine learning techniques to financial markets and builds systematic models that are driven by alphas associated with climate-related financial data and trends.

York Capital Management is a global investment firm founded in 1991 with offices in New York, London and Hong Kong. York invests across a variety of public and private investment strategies.