Sarona Asset Management specializes in investing in private companies in emerging markets. Our team focuses on small and mid-market companies that serve the rising middle class, investing directly and through local funds and intermediaries. We are committed to achieving strong financial returns for our investors, and this commitment is embodied in all of our investment strategies. We seek to create deep and lasting impact wherever we invest. We believe that applying social and environmental values to each investment decision builds a better world for current and future generations.
Membership Type: Supporting
Morcado Trust
Morcado Trust presents Morcado™ — a first-to-market, fintech mortgage investment platform that allows Canadians to select and invest directly in rigorously vetted, high-yield, qualified syndicated residential mortgages and build a diversified portfolio aimed at medium to long-term investment horizons.
Committed to helping more Canadians sustain their homeownership dreams through fair market rates and terms while increasing access to housing for those underserved by conventional financial institutions — Morcado provides a forum where responsible investors can participate in this fundamental social good.
Morcado Trust is built on the success of its parent company, True North Mortgage, and backed by the same team dedicated to stringent compliance, streamlined operations, and an exceptional client investment experience.
Ourboro
Ourboro is a private, Toronto-based company dedicated to providing access to homeownership through co-ownership. Ourboro co-invests up to $250,000 towards a buyer’s down payment, purchasing a share in the future value of the home for as long as 30 years. Once they are in their home, additional programs, such as maintenance check-ups and renovation credits, are available to co-owners to help preserve and increase the home’s value.
Alquity
Alquity is an asset management business with some of the highest rated ESG/Impact credentials in the industry for their EM, Asia, India and Global Impact Equity Funds. Further, they uniquely connect investors to their investments and social progress in order to deliver better financial outcomes for all. Our investments target attractive returns across the globe, through portfolios that play long-term themes via transparent companies, with effective management who are aligned with shareholders.
Alquity funds are therefore responsible by construction, targeting consistent out-performance whilst contributing to long-term growth. This philosophy resonates across the broader business; we encourage fund manager engagement and are happy to share our analysis.
Further, at the corporate level we reinforce that social progress should drive financial success by donating a proportion of our management fees to development projects in the regions in which we invest and have created over 70,000 jobs to date for those who otherwise would be left in poverty. In this way, our business aligns the values of investors, employees, holdings and communities.
We believe these shared values are key to achieving enduring financial success.
Advantage Capital Strategies
At Advantage Capital Strategies, our mission is to pursue financial return in public markets, while making sustainability core to our investment process. We avoid companies and industries that do the greatest harm to the planet and society while actively seeking companies that will economically benefit from sustainable trends.
We offer both active and passive funds for accredited investors and are registered with the Ontario Securities Commission as a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer. We are employee owned and operated and are located in Toronto, Ontario.
Clear Skies Investment Management
Clear Skies Investment Management Inc. is an asset management firm that is committed to impact investments. The firm is dedicated to providing lasting positive impact for the environment and the society, while generating attractive returns for our clients.
ESG Partners Inc.
ESG Partners provides expert guidance to companies, investors and government on the environmental, social, and governance (ESG) factors that drive long-term, sustainable value. The unique needs of our clients are supported through the integration of ESG factors into business strategy, risk management, governance, and high-quality disclosures leveraging global standards and demand-driven data solutions.
Clear Skies Investment Management
Clear Skies Investment Management Inc. invests in companies with purpose-driven business models that support the UN Sustainable Development Goals. We are an impact investment firm committed to creating value for our investors and stakeholders. Our teams screen and assess investments using an impact radar created in-house to reflect our clients’ values, as well as to ensure that capital reaches the companies at the forefront of creating a sustainable economic system that enables positive impact on the environment and society.
ESG Global Advisors
ESG Global Advisors bridges the gap between companies and investors on environmental, social and governance (ESG) factors. A multi-disciplinary team with significant investor and corporate experience, we are uniquely positioned to offer expert advice to companies and investors on material ESG factors that drive long-term value, including climate change.
We assist companies with integrating material ESG factors into business strategy, risk management, disclosure, engagement and governance. We assist investors and other capital market participants in integrating material ESG factors into investment processes, engagement and proxy voting.
North Growth Management Ltd.
North Growth Management is a Vancouver-based boutique investment firm specializing in equities and active, bottom-up stock selection according to our long-established Growth at a Reasonable Price philosophy.