Walter Global Asset Management is building a network of affiliates through enduring partnerships with high-potential investment managers, financial services and wealth management firms who operate within the asset management industry. Each partner is unique, and so is each of our partnerships.
Our model, based on customized ownership stakes, emphasizes partnership, not integration. Within our platform, each affiliate maintains its brand, culture and entrepreneurial independence, bringing what it does best to the table – only with greater resources to drive its growth.
Our objective is simple: to become the preferred partner to exceptional boutique asset managers in writing the next chapter of their history.
We invest in firms that can sustain investment excellence while adding significant value for their clients via innovative and differentiated strategies or distinctive business models. Our long-term partnerships are built on a shared vision and aligned interests.
Together, we are building more than a network. We are delivering a first-class platform based on sustainable growth.
Systematic alternative investment strategies
Auspice Capital Advisors is an investment management firm offering a suite of quantitative alternative strategies across a broad range of commodity and financial markets. Founded in 2006, Auspice applies a disciplined, rules-based investment approach to deliver uncorrelated returns and crisis alpha. Auspice works with a wide range of clients and develops tailored solutions to improve their portfolio or product suite.
Agricultural asset management
Bonnefield Financial is the largest farmland investment manager in Canada and the foremost provider of land-lease financing for Canadian farmers. Founded in 2009, Bonnefield is dedicated to preserving Canadian farmland for farming. Through its sustainable investment practices, the firm partners with growth-oriented farmers to provide farmland leasing solutions to help them grow, reduce debt, and finance retirement and succession. The firm partners with individual and institutional investors who are committed to the long-term future of Canadian agriculture.
Alternative Investment Platform
Innocap is the industry’s leading provider of customized managed account solutions for sophisticated institutional investors across the globe. In the managed account platform industry since its launch in 1996, Innocap is a transformative leader in the financial sector. It focuses on helping institutional allocators access their investments through managed account services and platforms while benefiting from customized investment solutions, meaningful control, increased transparency, and operational alpha over their alternative investment portfolios.
Private credit investing
Kilgour Williams Capital is Canada’s first and only investment management firm fully dedicated to fintech-enabled private credit investing through marketplace lending. Founded in 2017 by recognized credit specialists, the firm invests in loans originated by established marketplace lending platforms, providing investors access to a high yielding, uncorrelated asset class.
Quantitative investment strategies
LFIS Capital is a leading European alternative asset management firm with unique financial engineering and structured products expertise. Founded in 2013, LFIS delivers innovative solutions through liquid alternative funds as well as customized, dedicated solutions. LFIS’ global client base ranges from institutional to retail investors and extends across Europe, Canada and Australasia.
Small and mid cap equities and absolute return strategies
LionGuard Capital Management is a specialized investment management firm with extensive expertise in small and mid-cap North American equities. Founded in 2014, the firm offers both traditional investment approaches as well as top-performing long/short strategies. LionGuard serves a sophisticated clientele of institutional investors, foundations & endowments, family offices, funds of funds and select investment advisors.
Structured debt and equity solutions to healthcare companies
Madryn Asset Management is a leading alternative asset management firm providing structured debt and equity solutions to commercial-stage healthcare companies that are in the growth phase of their lifecycles. Madryn draws on its extensive and diverse experience spanning the investment management and healthcare industries to invest in innovative healthcare companies specializing in unique and transformative products, technologies, and services, to help them scale their businesses and drive value.
Alternative investment strategies
Quadra Capital Partners is an independent asset management firm specialized in alternative investment strategies. Launched in 2014 by a team of respected investment professionals who have collectively raised and managed more than $40 billion across multiple strategies over the past 20 years, Quadra specializes in linking investors to the best of Europe. It offers selected investors a set of innovative and uncorrelated strategies, managed by first class portfolio managers with proven track records.
Samara is a multi-family office offering a comprehensive and flexible range of wealth management solutions. Launched in 2021, Samara helps successful families grow and preserve their wealth across generations. Its clients enjoy the investment access, processes and insight of large institutional investors, coupled with the personal approach and dedication of a traditional family office.
Risk management solutions to the asset management industry
Validus Risk Management is a leading independent technology-enabled financial services firm. Founded in 2010, it specializes in financial risk management solutions which include market risk exposures such as currencies and interest rates. Validus has a longstanding track record of advising institutional investors and fund managers, and its clients include pension funds, government agencies, sovereign wealth funds, corporations, as well as private equity, private debt, real estate and infrastructure funds.
The partners we seek
We seek entrepreneurs who are passionate about their mission, have strong track records of generating value for clients, share our desire for investment excellence and our vision of a lasting, prosperous partnership that leverages their capacity to manage additional assets, fuel sustainable revenue growth, and propel profitability.