Walter Global Asset Management is building a network of affiliates by setting up bespoke partnerships with selected, best-in-class independent asset managers. Each of our partners is unique, and so is each of our partnerships.
Our model is that of partnership, not integration. In our platform, each affiliate keeps its brand, culture and operational independence, bringing what it does best to the table – only with stronger resources to help it grow.
Our objective is simple: to become the preferred partner of forward-looking independent boutique asset managers in writing the next chapter of their history.
Asset managers with a unique focus
We invest in firms that have the capacity to add significant value for their clients through their use of innovative strategies or unconventional business models. Together, we are building more than a network: we are delivering a first-class platform based on sustainable growth.
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 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.
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.
Our partnership proposition
In a highly competitive and increasingly regulated industry, our platform brings scalability, economies of size, and support for growth and global distribution to independent boutique asset management firms.
- Capital for growth initiatives
- Seed capital for investment strategies
- Distribution network
- Human capital management
- Best-in-class back office, compliance, governance
- Access to new markets
- Leveraging of successful management strategies across partners
The partners we seek
Asset management entrepreneurs ready to build a true partnership and leverage a new platform to sustain their growth.
What drives us
We believe that asset management is an alternative investment class in itself. That’s why our platform will give institutional and private investors new access to selected, best-in-class investments in this asset class, while providing the underlying companies with the capital and means to deliver their very best.
Our funding model
Our platform is dedicated to supporting the growth of leading boutique asset management firms and managers.
To provide new capital, its innovative structure allows institutional and private investors to participate in an open-ended, “evergreen” fund engineered specifically for patient, long-term investors.
The fund consists of a Canadian limited partnership structure open to multiple investors. By leveraging the portfolio companies’ unused capacity to grow their assets under management with minimal increase in their overhead, we’re determined to generate a consistent, superior rate of return for our investors.
In other words, we’re allowing each of our partners to reach a new level of excellence, knowing that our capital is purposed, patient and principled.