Marketplace Access: Fund Company

Ninety One is an independent, active global asset manager dedicated to delivering compelling outcomes for its clients, managing more than USD153 billion in assets (as of 9/30/ 2020).

In the Americas, Ninety One offers a full range of investment strategies and solutions spanning equity, fixed income, multi-asset, sustainable and alternatives led by specialist teams that invest across global, emerging and frontier markets. For more than a decade, the firm has been committed to clients in the US, Canada and Latin America, developing trusted partnerships by delivering local expertise with a global platform.

Established in South Africa in 1991, as Investec Asset Management, it started with domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today Ninety One offers distinctive active strategies to institutions, advisors and individual investors around the world.

Since 1997, RGP Investments has provided its clients with innovative investment solutions. Our team of portfolio managers combines experience, creativity, and a science-based approach to help investors achieve their financial goals. As an investment fund manager specializing in the active management of sectors, we advocate a thoughtful, proven and integrated approach.

Responsible Investing (ESG) is at the heart of our corporate priorities and our investment philosophy. Considering the impact of your investments on our society and the environment is no longer an option, but rather a necessity. In this sense, we are establishing strategic partnerships to position ourselves as a leader in the area of Responsible Investing. We strive to align the growth of your capital with your values – a passion that unites us. RGP Investments is a United Nations Principles for Responsible Investment (PRI) signatory and member of the Responsible Investment Association (RIA).

Ask your financial advisor how RGP Investments can work within your portfolio.

Kaleido Growth Inc. was founded in 1964 and has been dedicated to education savings ever since. As a scholarship plan dealer and investment fund manager, it offers registered education savings plans (RESPs) to Quebec and New Brunswick families and supports them so their children can achieve their full potential. Authenticity, performance and responsibility are the organization’s core values.

Kaleido has its head office in Quebec and has over $1.8 billion in assets under management. Sustainable investment is an important pillar of its asset management strategy.

Waratah Capital Advisors is a Toronto-based asset manager that specializes in alternative strategies. Waratah manages over $2 billion in assets from high-net-worth individuals, family offices, foundations, Canadian bank platforms, and pension funds. With a team of 44 experienced professionals, Waratah combines intensive research-driven stock selection with a disciplined and robust risk management program. Founders and employees collectively represent over $120 million of the firm’s assets under management.

Value Partners Investments is one of the fastest growing investment firms in Canada. We are a Winnipeg-based company that was founded in 2005. We manage over $3 billion in assets for clients through mutual funds and discretionary investment and wealth management services. We are dedicated to ensuring the wealth of Canadians is invested wisely and in ways that support the achievement of their financial goals.

Connor, Clark & Lunn Financial Group Ltd. provides a broad range of traditional and alternative investment products and services to individuals, advisors and institutional investors.

With roots dating back to 1982, the firm has grown to become one of Canada’s largest privately owned asset management firms. Our affiliate teams collectively manage over $104 billion in assets from offices located across Canada and in New York, Chicago and London.

We recognize that long-term client satisfaction and business success depends on our ability to attract, motivate and retain investment talent. We are organized as a multi-boutique in the belief that smaller tightly focused operating units are the most effective means of attracting high quality individuals and establishing a suitable long-term alignment of interests.

We bring significant scale and expertise to the delivery of non-investment management functions through the centralization of all operational and distribution functions, allowing our talented investment managers to focus on what they do best.