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ASSET MANAGERS

Early Adopters

These are the opinion leaders. They enjoy leadership roles and embrace change opportunities. Early Adopters are also called lighthouse customers as they serve as a beacon for others to follow, or Visionaries.

Early Majority

They adopt change before the average person and typically need to see evidence like success stories from the early adopters. This group are also called Pragmatists.

Factoid

We see a lot of category similarities between our asset managers, our allocators and ourselves

News

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FIRM

FUND NAME

STRATEGY

CURRENCY

INCEPTION DATE

FUNDSERV

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Neuberger Berman Specialty Finance Income Fund

Alternative Income

USD, CAD

03/2021

CAD$ F: UAL810, CAD$ A: UAL800, US$ F: UAL 811, US$ A: UAL 801

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Nineteen 77
Global Merger
Arbitrage

Global,
Diversified
Merger Arbitrage

CAD

01/2015

A: UGA200
F:UGA100

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UBS Global
Real Estate Fund

Global, Unlisted
Private Real
Estate Funds

CAD

07/2008

F: UGA168
A: UGA167

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Mulvihill Premium Yield

North American
Large Cap &
Options Writing

USD, CAD

12/2019

​A: MCM 101
F: MCM 103
UA: MCM 1101
UF: MCM 1103

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Lionguard Opportunities Fund

 

North American Long Short Equities

 

CAD

 
09/2014
A: LGC101
A(Reg): LGC201
F: LGC103
F(Reg): LGC203
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SMI Defensive LP
U.S. Convertible, Short Equity Biased
 

CAD

 

08/2013

A: SIL100
F: SIL200
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Arbutus Partners

Email: [email protected]

Phone: 1.833.367.2587 (833.FOR.ALTS)

Phone: 1.604.229.9749

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