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
Keep posted subscriber emails, and Linkedin postings?
FIRM
FUND NAME
STRATEGY
CURRENCY
INCEPTION DATE
FUNDSERV
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
Nineteen 77
Global Merger
Arbitrage
Global,
Diversified
Merger Arbitrage
CAD
01/2015
A: UGA200
F:UGA100
UBS Global
Real Estate Fund
Global, Unlisted
Private Real
Estate Funds
CAD
07/2008
F: UGA168
A: UGA167
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
Lionguard Opportunities Fund
North American Long Short Equities
CAD
F: LGC103
F(Reg): LGC203
CAD
08/2013
