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“The pursuit of tomorrow’s winners, today”

Expertise

We bring industry allocators and emerging managers together by listening, learning and thinking a lot about portfolio construction and manager selection.

Our strength is early identification of investment strategies or asset class exposures from emerging managers we want to get behind. To know from experience what it takes to be successful in the fund business, provide emerging managers with a credible industry voice that starts with awareness.

Our work is mostly with early adopters and early majority industry allocators to identify opportunities to solve issues that can improve or modernise investor portfolios that can increase returns, reduce risk or increase income.

Stock Market

Arbutus Partners At a Glance

The Arbutus platform creates a suite of differentiated funds we see industry demand for that provides each client better awareness, consideration and demand generation results than going it alone.

Years of Combined Relevant Experience
Current and Past Emerging Manager Funds Supported
Licensed Portfolio Manager Advisors Covered
Years Serving Industry
Allocators
Industry Allocators
Covered
Combined Career Assets
Raised
arbutus
Core

Our Approach

It starts with a mindset of a privilege to work in the middle between good people who are our asset manager clients and industry allocator contacts, and that we each share a passion of helping the end investor experience. We deliver our expertise with an open mind to any investable asset class or investment strategy with a minimum public track record that can solve a market need from asset managers with significant growth potential. Our lens for portfolio construction is dedicated to Core & Satellite thinking and the role of our asset manager client in either bucket. Manager selection is initially driven by a simple set of criteria based on our belief of emerging manager determinants for success with industry allocators, combined with the managers willingness to partner with us to drive marketing, sales and product development activities.

Why Work With Us

We bring industry allocators and emerging managers together We bring industry allocators and emerging managers together
Our strength is early identification of emerging managers we want to get behind. Our strength is early identification of emerging managers we want to get behind.
We like to identify opportunities to solve portfolio issues We like to identify opportunities to solve portfolio issues
We consider it a privilege to work between the good people of our asset manager clients and industry allocator contacts We consider it a privilege to work between the good people of our asset manager clients and industry allocator contacts

Our Associations

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Copyright © 2022 Arbutus Partners
All Rights Reserved

Arbutus Partners

Email: [email protected]

Phone: 1.833.367.2587 (833.FOR.ALTS)

Phone: 1.604.229.9749

LOCATIONS

Vancouver
Calgary
Toronto

USEFUL LINKS