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CLIENTS

Overview

We partner with select emerging investment fund managers that may otherwise remain unknown, to offer a suite of differentiated fund strategies for allocators to consider as a compliment to or replacement of current portfolio investments.

We take a strategic approach to identify and select quality funds on a timely basis that highlight the advantages of our emerging managers that can provide higher performance (from running a small fund early on, not being capacity constrained, or having a unique investment strategy), bring a new asset class to the fund market, or provide access to niche too small for larger asset managers.

Asset Management

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Asset ManagerFund NameStrategyFund Inception FundSERV
Alignvest Student Housing REITPurpose-built student accommodation (PBSA) Private Real RstateJune 2018F: ASH100
A: ASH101
CMLS Mortgage FundMortgages secured by commercial and single-family residential real estate.July 2009F: MAJ521R
A: MAJ520R
DaVinci Alternative Income FundPrivate Real EstateJune 2010F: GCC102
A: GCC999
Yorkville Health Care FundCanadian eldercare private real estate and other ancillary health care yield silosNov 2012F: SBH130
A: SBH100
MWG Global Equity Growth FundGlobal High Conviction securitiesJune 2015F: TBD
A: TBD
U.S. Bridge Loan Fund TrustU.S. Private CreditSep 2020CAD F: STE102 CAD A: STE100 USD F: STE112 USD A: STE114
Diffusion

Our investment fund experience has taught us that one of the oldest social science theories is very applicable to the investment fund industry. The Diffusion of Innovation Theory was developed by Everett Rogers in 1962 to explain how, over time, an idea or product gains momentum and diffuses (or spreads) through a specific population or social system.


The end result of this diffusion is that people, as part of a social system, adopt a new idea, behavior, or product. Adoption means that a person does something differently than what they had previously (i.e., purchase or use a new product, acquire and perform a new behavior, etc.). The key to adoption is that the person must perceive the idea, behavior, or product as new or innovative.

Our allocator relationships are mostly Early Adopters and the Early Majority.

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

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 similarity between our asset manager clients, our allocator relationships and ourselves

Point Atkinson Lighthouse Framed by Trees

Why Work With Us

For allocators, we provide a respectful and professional relationship opportunity for your portfolio solutions to stay ahead of competitors and differentiate your business practice. We firmly believe part of an allocator’s role is to stay aware of investment trends and short list funds and asset managers to consider presenting to investors. The experience of finding one of tomorrow’s emerging manager winners today can make a significant legacy difference in both our car

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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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