Walter Global Asset Management is building a network of affiliates through enduring partnerships with outstanding asset managers, distributors and strategic service providers who operate within the investment 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.
Auspice Capital Advisors is an alternative asset management firm that applies rules-based investment strategies across a broad range of financial and commodity markets. Founded in 2006, Auspice offers alternative strategies with transparency, liquidity, and cost effectiveness via multiple delivery mechanisms (funds, managed accounts, ETFs, indexes, and bespoke products). Auspice works with a wide range of clients and develops solutions to improve their portfolio or product suite.
Bonnefield 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’s investors are individuals and institutional investors who are committed to the long-term future of Canadian agriculture.
Founded in 2007, Kilgour Williams Capital is a Canadian asset manager known for its credit expertise. In 2017, the boutique asset management firm launched the KiWi Private Credit Fund which invests in marketplace loans, providing Canadian investors access to a high yielding, rapidly growing asset class. The firm uses proprietary and proven models to select the best loans and construct diversified portfolios.
LFIS Capital is a leading European quantitative asset management firm and is known for delivering innovative solutions that blend investment banking and asset management expertise. Founded in 2013, LFIS Capital’s cross-instrument approach is available through commingled alternative and multi-asset funds as well as dedicated solutions. LFIS’ global client base ranges from institutional to retail investors and extends across Europe, Canada and Australasia.
LionGuard Capital Management is an investment management company with expertise in fundamental bottom-up research and analysis. Founded in 2014, LionGuard manages traditional long-term strategies for small- and mid-cap stocks. It also manages alternative strategies with an excellent absolute return profile. LionGuard’s fundamental research expertise is combined with a strong focus on risk management. The Company is managed with a long-term mindset, which translates into leading investment returns, dependable business relationships and leading ethical practices in all dealings.
Launched in 2014, Quadra Capital Partners is an independent asset management firm specialized in alternative investment strategies. The founding partners are a respected team of investment professionals with significant experience across the spectrum. For over 20 years, they have raised and managed more than $40 billion in multiple strategies. Quadra Capital’s prime objective is to offer selected investors a set of innovative and uncorrelated strategies, managed by first‑class portfolio managers, either in-house or via partnership agreements.
Founded in 2010, Validus Risk Management is an independent technology-enabled financial services firm specializing in managing market risks such as FX, interest rates and commodities. Validus has positioned itself in the industry with a unique business model which relies on the development of bespoke financial risk management strategies and the ability to execute these in the markets, backed by a sophisticated technological platform.
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.